Managing Documents for Signature (Signatures+ History)

How to Send Documents

See How to Send Documents for Signature

Signatures+ History

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

https://app.pivott.io/signatures-plus/history

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

Signing a Document In-App

If you are a named signer on a Signatures+ document, you can now sign directly within Pivott — without having to leave the app or use the email link.

A Sign Now button will appear on a document row in the History tab when:

• The packet status is Sent
• Your Pivott account email matches a signer email on the packet
• You have not yet completed your signature

To sign a document in-app

1. Go to Signatures+ > History.
2. Find the document with a Sign Now button on its row.
3. Click Sign Now.
4. A full-screen signing overlay will open with the document loaded.
5. Complete your signature within the overlay.
6. Once done, close the overlay using the X button. The row will update to reflect your completed signature.

Available Actions

Actions available on a document from the History tab: