Docsiv
Project ManagementRun every client engagement on one boardAI Document CreationTurn notes & briefs into polished documents with AIClient PortalBranded client workspaces on your domainBrand Kits and preferenceLock fonts, colors, and tone per clientDocument AnalyticsTrack opens, reads, and engagementMedia LibraryOne asset store, filtered per clientAll Features
AgenciesOne hub for every client accountConsultantsScoped, signed, and delivered under your nameCreative studiosBrand-led delivery across every clientStartupsPitch like a Series B from day oneSalesChase signatures, not repliesFreelancersLook bigger than a one-person shopSolutions Overview
BlogInsights, tips, and product updatesGuideHow-to docs and product walkthroughsMCP ConnectorUse Docsiv from Claude and ChatGPTCase StudiesIllustrative agency workflows and customer storiesCompare DocsivSee how Docsiv replaces the client delivery stackBook a demoA 30-minute working session on your own documents
PricingOur StoryCareers
Get startedBook a demoLog in
Guide/E-Signatures/Send a document for signature
E-Signatures

Send a document for signature

Prepare an envelope, send it to recipients, and track completion and certificates.

Updated Aug 25, 2026Docsiv documentation

E-signatures are available on paid plans. Use a signing envelope when the client needs to complete an agreement, approval, or contract inside the Docsiv workflow.

Send an envelope

  1. Open Signing from the dashboard or open the document you want to send.
  2. Create an envelope and add the recipients in the order they should sign.
  3. Place the required signature, date, text, or checkbox fields on the document.
  4. Review the recipients and signing order.
  5. Send the envelope.

Recipients receive the signing request and complete the fields through the secure signing flow. One-time passcode verification is enabled by default for recipient access.

Track completion

Use Signing to review envelope status and the audit timeline. When everyone has signed, download the completed signed PDF and its certificate of completion. Reusable signing templates are available on plans that include them.

Was this helpful?Need more context? Open the Help Center to message the Docsiv team.Contact support