---
title: Generate and Send Documents for e-Signature
description: Learn how to send a PDF template for e-signature in S-Docs for HubSpot. Follow step-by-step instructions, track progress & streamline document automation.
---

[S-Docs for HubSpot Knowledge Base ](https://www.sdocs.com/knowledge-base/sdocs-hubspot)

# [Generate and Send Documents for e-Signature](https://www.sdocs.com/knowledge-base/sdocs-hubspot/e-signature/generate-and-send-documents-for-e-signature)

 Written by [Admin](https://www.sdocs.com/knowledge-base/sdocs-hubspot/author/admin) | Aug 26, 2024 4:56:55 PM

 

Learn how to send a PDF template for e-Signature in S-Docs for HubSpot. 

1. Let's generate an NDA document from the Hubspot record. Click on the G**enerate Document arrow** icon on the S-Docs Available Templates CRM card.
2. Click the **Send for e-Signature** button to start the process and send this document for e-Signature.
3. Include additional documents by clicking on the **Add** **Document** button.

**Note: **You will only be able to add documents that are associated with the same HubSpot record. If a document is associated with an "In progress" request for signature, you cannot add it to another request.

1. Click **Next** to view your recipients.
2. Now, let’s add the recipients for the two documents.
3. Preview your documents before sending by clicking **Next**.
4. You can navigate between the two documents by clicking the **tab** corresponding to the two documents in the top left.
5. Let's finalize and send the request out for signature by clicking **Next**.
6. Review the email content, ensure everything looks good, and send the documents out for signature by clicking on **Send** **Documents**.
7. To see the status of your signature request at any time, view it the S-Docs dashboard. Click on **Go to e-Signature dashboard**.
8. To examine the status of your e-Signature request, click on the name of the request in the S-Docs dashboard.
   
   **Note:** S-Docs has also updated the signature request audit trail to make it easy to determine where a request may be waiting.
9. Click on **Copy** **Link** to copy the link to sign on to your computer clipboard. You can also resend the email by clicking **Resend**.
10. To view detailed audit events, expand the document assigned to each specific signer.

 

[View full post](https://www.sdocs.com/knowledge-base/sdocs-hubspot/e-signature/generate-and-send-documents-for-e-signature)

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