Check the summary and send

The bottom of the builder panel counts up what you have built: Files, Signers, Fields placed, and the Expiration. Read those four numbers before you do anything else.

The one that catches people is Fields placed. If it is lower than your signer count, at least one person has nowhere to sign. See Place signature fields.

The send dialog

Send opens a confirmation listing the workflow name, the file and signature count, and every recipient with the address it is going to.

The "Send for signature?" dialog listing the workflow, documents, recipients and their email addresses, with Back to edit and Send for signature buttons.

Read the addresses. This is the last moment a typo costs nothing to fix: Back to edit returns you to the builder with nothing sent.

Sending fixes the workflow

The dialog says it plainly: once sent, the workflow cannot be edited, only cancelled. The document, the signers, the signature standard and the expiry are all locked in. Changing any of them means cancelling and rebuilding.

What happens next

A banner confirms the document is being prepared and that your signers will be notified shortly. The workflow moves from Drafts to Active.

A banner reading "Sending Consulting Agreement.pdf: We are preparing your document for signing. Your signers will be notified in a moment."

From there you can follow it, nudge people and cancel if you need to. See Drafts, Active, Done, Expired and Cancelled.

A last check before sending

Right document, right version.
Every signer has a field.
Addresses spelled correctly.
Phone numbers filled in, if this is an AES.
Expiry far enough out to be realistic.
Signature standard correct: it cannot be changed later.