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

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