Start with a clear source
Capture a paper page or use an existing PDF. Review the text, page order, and orientation before you continue.
Choose the next action
Some documents need your own signature. Others need a signature request or PDF certification. Choose the workflow appropriate to the document.
Keep people and versions clear
Use a descriptive filename and check the intended recipient before sending a request. Clear organization reduces the chance of using the wrong document.
Keep the completed file organized
Store the result with the related documents so you can find it again from your phone or browser.
