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
  • 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)
    • Do not remove "import@pivott.io" from CC if added

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: Send History

See what is currently out for Signature and previous sends using the History tab.

Statuses:

• Packet status (Draft, Sent, Revoked, Expired, Completed)
• Sender status (Viewed, Completed)

Filter by:

• Document
• Sender
• Date range
• Packet status
• Recipient(s)

Export:

• CSV
• Excel

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)