Create Document and e-Signature Requests in Five Simple Steps

SignDeck's guided request creation flow helps you collect documents and e-signatures from clients clearly, with fewer follow-ups and no email back-and-forth.

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See request creation steps below

Request Creation in Action

Watch how a request is created in SignDeck — from adding contacts and due dates to collecting documents and guided signatures.

1

Define Your Request

Start by giving your request a clear subject and message. Set a due date to keep everyone on track.

  • Write a clear subject line that summarizes what you need
  • Add a detailed message explaining the request context
  • Set a due date to establish expectations
  • Optionally copy yourself on all email notifications

Why it matters:

Clear communication from the start sets the tone for a smooth workflow. Your clients know exactly what's needed and when.

2

Add Contacts

Select who needs to complete this request. Use existing contacts or add new ones on the fly.

  • Choose from your existing contact list
  • Add new contacts directly during request creation
  • Send the same request to multiple contacts
  • Each contact gets their own secure portal link

Why it matters:

Your contact list grows with every request, making future requests faster and easier to send.

3

Add Items

Build your request by adding the specific items your clients need to complete.

  • Add document upload items for files you need
  • Add e-Signature items with PDF attachments
  • Mark items as required or optional
  • Add detailed instructions for each item
  • Attach sample files or templates as examples

Why it matters:

Breaking down your request into clear items helps clients understand exactly what to do, reducing confusion and follow-up questions.

4

Set Up Reminders

Configure automatic reminders to keep your request on track without manual follow-ups.

  • Automatic notification when request is sent
  • Automatic due date reminder
  • Add custom reminder intervals if needed
  • Choose reminder timing (before or after due date)
  • Optionally copy yourself on reminder emails

Why it matters:

Automated reminders ensure your clients stay on track while you focus on your work instead of chasing updates.

5

Review & Send

Review everything one final time before sending your request to clients.

  • See a complete overview of your request
  • Review all contacts, items, and reminders
  • Verify due dates and settings
  • Save as template for future use
  • Send with confidence

Why it matters:

The summary page gives you one last chance to catch any issues before sending, ensuring every request you send is complete and professional.

Ready to create your first request?

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