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Getting Started

Quickstart Guide

Create your account, upload your first document, and send it for signature in under 5 minutes.

Last updated April 15, 2026
Quickstart GuideAccount & Organization SettingsDocument TemplatesSecurity & ComplianceHelp & Support
Sending Documents for SignatureThe Signing ExperienceAudit Trail & Legal ValidityBulk SendPDF ToolsDocument Editor & StudioDocument LibraryAnalytics & Reports
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Create Your Account

Visit ziasign.com and click Get Started Free. Enter your email to receive a 6-digit one-time code, then enter the code to sign in — no passwords needed. You can also use Google SSO or Microsoft SSO for one-click access.

First-time users are prompted to complete their profile by entering their First Name, Last Name, and Phone Number. After that, you land on your Dashboard — the command center for all your documents, templates, and settings.

Upload Your First Document

  1. Click Send for Signature in the sidebar
  2. Drag and drop your PDF or image file (or click to browse)
  3. ZiaSign converts your file to a secure, signable document instantly

Supported formats: PDF, PNG, JPG, JPEG — up to 25 MB per file.

Add Signature Fields

ZiaSign's AI Field Detection automatically suggests where signature, date, and name fields should go. You can also manually drag and drop fields from the toolbar:

Field TypeDescription
SignatureLegally binding e-signature (draw, type, or upload)
InitialsSigner's initials for page-level acknowledgment
Date SignedAuto-filled with the signing date
TextFree-form text input
CheckboxFor terms acceptance or option selection
AttachmentFile upload field for supporting documents

More field types: The API and template editor support additional field types including dropdown, radio, full name, email address, company, title, number, and note fields. See Sending Documents and Templates for details.

Add Recipients

Click Add Signer and enter each recipient's name, email, and role. Available roles include Signer, Approver, Carbon Copy (CC), Editor, Agent, In-Person Signer, and Intermediary.

You can set the signing order — recipients are added sequentially by default. To send to all recipients at once, set a recipient's order to 0 for parallel delivery.

Signing Order Options

  • Sequential (default): Recipients are notified in order — each waits for the previous to complete
  • Parallel: Set a recipient's order to 0 so they receive the request at the same time as others

Send for Signature

Click Send to dispatch the signing request. Each signer receives a branded email with a secure link to review and sign the document.

What happens next:

  1. Signers open the link in their browser (no account needed)
  2. They review the document and complete all assigned fields
  3. Once all parties sign, everyone receives a copy of the completed document
  4. ZiaSign generates a tamper-evident Audit Trail with timestamps, IP addresses, and authentication details

Next Steps

  • Set up your first template to reuse documents you send often
  • Enable AI contract analysis for instant clause detection
  • Explore the API to integrate signing into your app

Frequently asked questions

Is ZiaSign free to try?

Yes. All paid plans include a 14-day free trial with full access to all features. No credit card required to start. The Starter plan begins at $15/month with 25 documents.

How long does it take to send my first document?

Most users send their first document in under 3 minutes. Upload, place fields, add signers, and hit send.

Can I use ZiaSign without installing anything?

Absolutely. ZiaSign is fully web-based. Signers also sign directly in their browser — no account or download needed.

Related documentation

Account & Organization Settings

Manage your account, workspace, team members, sharing policies, and notification preferences.

Document Templates

Create reusable templates with pre-placed fields to send documents faster and maintain consistency.

Sending Documents for Signature

Upload, prepare, and send documents to one or multiple signers with full control over the signing experience.

Next

Account & Organization Settings

On this page

Create Your AccountUpload Your First DocumentAdd Signature FieldsAdd RecipientsSigning Order OptionsSend for SignatureNext Steps

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