---
title: Create a Signature Request
description: Create a new signature request from a PDF in Clear Ideas.
ogTitle: Create a Signature Request
ogDescription: Prepare and send a signature request from a PDF in Clear Ideas.
ogImage: /assets/images/og/document-signing.webp
navigation:
  icon: fasl fa-file-circle-plus
---

# Create a Signature Request

To create a signature request:

1. Open a PDF file in Clear Ideas.
2. Go to the **Sign** tab.
3. Choose **New Signature Request**.
4. Enter a request title and optional message.
5. Add one or more recipients.
6. Choose routing mode:
   - **Sequential** for ordered signing
   - **Parallel** for independent signing
7. Choose signer authentication requirements.
8. Save the draft or send the request immediately.

## Notes

- Signature requests are created from PDFs.
- The original source document is pinned for the request.
- Signing terms, when configured, are pulled from your Signing Request Defaults.
- Organization policy can provide default signing terms, lock those terms, or disable signing request creation entirely.
- Team plans and above are intended for production signing workflows.