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E-Sign lets you securely send documents for electronic signing using a simple, guided three-step flow.
You can upload files, assign recipients, add fields, and track signing progress—all in one place.

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Step 1: Documents

In the Documents step, attach the files you want to send for signing. You can add documents in multiple ways:
  • Upload files by dragging and dropping or selecting from your device
  • Scan with phone
  • Choose from My Templates
  • Select from the Template Gallery
Supported file types include PDF, Word, JPG, and PNG.
You can combine up to 10 files into a single document.
Combine related documents (for example, agreements and disclosures) into one flow to avoid sending multiple signature requests.

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Create from Templates

Below the upload area, you can:
  • Create New documents
  • Create with AI to generate documents faster
Templates are ideal for documents you send frequently, such as agreements or consent forms.
Once documents are added, continue to the next step.
After moving to the next step, removing or replacing documents may require reassigning fields.

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Step 2: Recipients

In the Recipients step, define who will sign or view the document. For each recipient, provide:
  • Email address
  • First name
  • Last name
You can:
  • Add multiple recipients
  • Assign roles for signing or viewing
  • Enable signing order if recipients must sign in sequence
  • Save a unsaved contact
  • Skip this step and return later if needed
Recipients do not need an Amplify account to sign documents.
Enable signing order when approvals must happen in a specific sequence.
After adding recipients, proceed to setup.

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Step 3: Setup & Review

In Setup & Review, you prepare the document for signing.

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Add Fields

Place fields on the document and assign them to recipients, including:
  • Signature
  • Initial
  • Name
  • Email
  • Company
  • Date
  • Text
  • Dropdown
  • Checkbox
  • Radio button
  • Upload
  • Stamp
You can switch between recipients to ensure each person has the correct fields.
Required fields must be completed by recipients before they can submit the document.

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Use Content Blocks

Enhance your document using content blocks:
  • Text
  • Image
  • Video
  • Table

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Import Fields

To save time, import fields from existing documents or templates.
You can reassign imported fields to the correct recipients before sending.
Importing fields is especially useful when reusing documents with a similar structure.

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Preferences

Before sending your document, you can configure Preferences to control how recipients receive, view, and interact with the document. Available options include:
  • Email content customization
    Edit the subject and message to provide context or instructions to recipients.
  • Custom branding
    Apply your organization’s branding for a more professional signing experience.
  • Due date and expiry date
    Set a due date for completion and an expiration date after which the signing link becomes inactive.
  • Download permissions
    Control whether recipients can download the document before or after signing.
  • Automatic reminders
    Enable reminders to notify recipients if action is pending.
  • Renewal notifications
    Receive alerts when documents are nearing expiration or require renewal.
Setting due dates and reminders helps reduce delays and ensures documents are completed on time.

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Review Before Sending

Before sending, confirm that:
  • All required fields are added
  • Fields are assigned to the correct recipients
  • The document is ready for signing
Once reviewed, send the document for e-signature.

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Signing Experience (Recipients)

Recipients receive an email with a secure signing link.

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What recipients can do

  • Open the document from any device
  • Complete required fields
  • Sign electronically
  • Submit when finished
No account is required for recipients to sign.
Recipients can only interact with fields assigned to them.

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Track Status and Activity

After sending, documents appear in the Documents list where you can:
  • Track recipient activity and completion progress
  • View document status (Draft, Sent, Completed)
  • See time remaining before due dates
Using the action menu, you can:
  • Edit
  • Preview
  • Share via link
  • Download audit trail
  • Move to folder
  • Rename
  • Move to trash
Use folders to keep signed and in-progress documents organized.

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Audit Trail

Every completed e-sign document includes a downloadable audit trail that records:
  • Recipient actions
  • Timestamps
  • Completion details
This ensures transparency and accountability throughout the signing process.
Audit trails are automatically generated and cannot be modified.

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FAQs

You can upload PDF, Word, JPG, and PNG files. Multiple files can be combined into a single document.
Yes. Documents can be saved and reused as templates.
Yes. You can add multiple recipients and optionally set a signing order.
Yes! But you will need to resend the updated document for e-sign.
Yes. Every completed document includes a downloadable audit trail.