Sending Documents for eSignature

Loyva's eSignature feature lets you upload a PDF or image, place fields, and send it to one or more signers — with automatic reminders, status tracking, and a signed PDF returned to the client's workspace when complete.

How to send a document

1. Open a client's workspace and click Send for Signature (or use Quick Send from the sidebar).

2. Upload a PDF, PNG, or JPG (Word docs are not supported — convert to PDF first).

3. In the builder, place signature, initial, date, and text fields. Use Auto-Detect Fields to let AI find them for you.

4. Add signers, choose Parallel or Sequential order, and toggle Are you signing? if you also need to sign.

5. Click Send. Signers receive a branded email and sign through a secure consent-protected link.

FAQ

Q: A signer didn't get the email — how do I resend?
A: Open the envelope, find the signer, and click Send Reminder. The timestamp updates so they know it's fresh.

Q: Can I edit a document after sending?
A: No. Once sent, you can only Void or Recall it and start over to preserve the audit trail.

Q: Where do completed documents go?
A: The signed PDF appears in the client's Files and Signatures tabs, and contracts are also locked into the Vault as an Authoritative Copy.