# Add documents, signers and prepare signing

## Introduction

Zivver Secure eSignatures makes it possible to sign sensitive documents directly from Outlook. This guide explains how to upload sensitive documents, assign signers, and prepare them for signing.

## Procedure for adding documents and signers

1. Open a new message in Outlook.
2. Click the **Zivver Sign** icon on the right side of the Zivver bar.

_Zivver is activated and a new window opens._
3. Add the email address of the signer(s) in the usual **To** field.
4. Click **Click here to upload your .pdf or .docx files**.

_A file explorer window opens._
5. Select a file (.pdf or .docx) that you want to have signed and click **Open**.

_Repeat this step until you have added all the files you want signed._
6. For each recipient, use the pulldown menu on the right to select whether the recipient must sign ( **Sign**) or should receive a copy ( **Receives copy**).

## Preparing procedure for signing

1. Click Prepare document for each added document.

_A new window opens with the document._
2. Click the desired location in the document to add one of the following fields (from the drop-down menu):
   - **Add signature field**
   - **Add text field**
   - **Add date stamp**
3. Click the field you just created and select the recipient who should complete it.

_Only recipients previously marked as signers can complete these fields._
4. Click the newly created field again to make any of the following changes:
   - **Adjust location**: click the field, hold down the mouse button, and drag it to a new location.
   - **Adjust size**: click the pink dots at the edge of the field, hold down the mouse button, and resize as needed.
   - **Delete item**: click **Delete this field**.
5. Click Finish at the bottom right.
6. The window closes and the text  Document prepared appears on the right side of the menu.
7. If desired, set a [signing order](https://docs.zivver.com/en/user/esignatures/set-signing-order.html).
8. If desired, add a message to the email you want to send.
9. Send your message securely with Zivver.

Updated on 2026-06-18