Papyrus
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Quick Start

This guide gets your first document from upload to completion as quickly as possible.

1. Create your account

  1. Open the Papyrus homepage
  2. Click Start free
  3. Create your account
  4. Land in your dashboard with a personal team already created

2. Upload a PDF

  1. Open Documents
  2. Click Create Document
  3. Enter a clear document name
  4. Choose a PDF from your computer
  5. Click Upload Document

You will be taken directly to the editor.

3. Add recipients

In the recipients panel:

  1. Click Add recipient
  2. Enter each signer's name and email
  3. Add any optional CC recipients
  4. Choose Parallel or Sequential signing
  5. Save your recipient changes

Use sequential signing when the order matters, such as manager approval before customer signature.

4. Place fields

  1. Drag a field onto the PDF
  2. Assign it to the correct signer
  3. Resize and reposition as needed
  4. Mark optional fields where appropriate
  5. Click Save Fields

If a field is unassigned, Papyrus will stop you before sending.

5. Send the document

  1. Click Send Document
  2. Review the recipients and assignments
  3. Optionally customize the subject and message
  4. Optionally adjust reminder settings
  5. Click Send Now

Papyrus validates the document, emails signer recipients, and moves the document from Draft to Sent.

6. Track progress

From the document detail page you can:

  • See each recipient's current status
  • Resend an invitation
  • Send a manual reminder
  • Void the document
  • Download the signed PDF after completion
  • Review the audit trail

When all required signers finish, the document becomes Completed.

Last updated: April 11, 2026