Managing Documents for Signature (Signatures+ History)

How to Send Documents

See How to Send Documents for Signature

Signatures+ In Progress & History

Signatures+ splits your documents across two tabs, so you can see what still needs action separately from what's already done.

In Progress

Drafts you haven't sent yet, plus documents that are still out for signature using the In Progress tab:

https://app.pivott.io/signatures-plus/in-progress

Statuses:

• Draft
• Sent

History tab

Everything that's reached a final outcome.

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

Statuses:

• Completed
• Declined
• Revoked
• Expired

Filter by (both tabs):

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

Export (both tabs):

• 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 In Progress 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+ > In Progress.
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: