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