How to Send Documents for Signature

Getting Started

1. Click Signatures or Signatures+ in the main menu
2. Choose a Template or Upload a file

Step 1: Document & Recipients

Choose your document and recipients.

Required Fields:

• 1 or more documents
  • PDF is highly recommended. Other file types may lose formatting
• 1 or more recipients
  • Include yourself if you also need to sign
  • If you are not a signer but would like to receive email notifications and a copy of the completed, signed document, you must add yourself as a CC recipient
  • Enable signing order if someone (like you) needs to sign before others
  • Use Reviewers to allow someone to approve (via an "Approve" button) without adding a signature—ideal for internal checks
  • Use CC (optional, located below recipients)
    • If you're sending from a Template, do not remove "import@pivott.io" from CC if added
    • If you're uploading a document, see Contract Tracking on Uploads below

Contract Tracking on Uploads

By default, a document you upload through Signatures+ is also added to your tracked Contracts once everyone has signed. If this is one-off paperwork you don't want cluttering your Contracts (i.e. a one-time form, an internal doc, anything you're not tracking long-term) toggle off Add to Contract Tracking when you upload.

Once turned off, the document will not be imported as a Contract, even if "import@pivott.io" still appears anywhere in the signing flow. This setting only applies to uploaded documents. Documents sent from a Template are not affected, contract tracking for templates is controlled by how the template itself is set up, not by this toggle.

Step 2: Prepare Document

Customize or confirm how the document will be filled out and signed.

For each signer:

1. Select the signer
2. Add fields for that signer
3. Mark fields as required if needed
4. Optionally, insert default text

When you're done, click Send

Step 3: Understanding Notifications

Senders will receive the following notifications:

• Receiving a document to sign or approve (if they are a signer)
• Reminders of documents they need to sign (if they are a signer)
• A notice when the document has been completed by all recipients
  • Includes a PDF attachment of the signed document(s)

Recipients will receive the following notifications:

• Receiving a document to sign or approve
• Reminders of documents they need to sign (as set by senders)
• A notice when the document has been completed by all recipients
  • Includes a PDF attachment of the signed document(s)

CC'ed addresses will receive the following notifications:

• New signing requests have been sent out
• Recipient(s) decline to sign or approve
• Sender revokes the document
• Recipient reassigns a document
• Document has expired
• Sender deleted the document
• A notice when the document has been completed by all recipients
  • Includes a PDF attachment of the signed document(s)

Managing Sent Documents

See Managing Documents for Signature (Signatures+ History)