Documents & E-Signature
The signing workflow end-to-end
- Sending a Document for SignatureLoyva sends documents for legally binding eSignature through an embedded signing experience. The recipient sees an eSign consent step first, then signs in their browser, no account required.
- Using and Building Document TemplatesTemplates let you reuse the same document, signer roles, and field layout for every send. Build the template once, then apply it to any client in seconds.
- Pre-Built Legal Templates (ECCA)Loyva ships with a small set of pre-built legal templates so you can send standard agreements without writing them from scratch. The flagship is the ECCA (Electronic Chattel Paper Custody Agreement), a tri-party agreement designed for security and finance workflows.
- AI Auto-Detect Signature FieldsLoyva can read your document and automatically place signature, initial, and date fields where they belong, using Google's Gemini model. It's the fastest way to prepare a long contract for signing.
- Sequential vs. Parallel Signer OrderWhen an envelope has more than one signer, you choose the order in which they sign. Loyva supports both parallel (everyone at once) and sequential (one after the other).
- In-Person "Sign Now" FlowSign Now lets a signer complete a document on your device, in person - perfect for finalizing a deal at the kitchen table or in the office without waiting for email round-trips.
- eSign ConsentBefore any signer can place a signature in Loyva, they must accept an eSign consent disclosure. This satisfies the UETA and federal E-SIGN Act requirement that signers knowingly agree to do business electronically.
- Adding CC RecipientsCC recipients don't sign, they receive a copy of the signed PDF by email when the envelope completes. Use them for project managers, billing contacts, attorneys, or anyone else who needs the finished document for their records.
- Reminders and ResendingWhen a signer hasn't acted yet, you can nudge them with a reminder or re-deliver the signing link. Both are one-click actions from the Signatures tab.
- Recalling or Voiding an EnvelopeIf a signature request needs to be stopped - wrong document, wrong signer, pricing change -you can recall or void the envelope. Both stop the signing process; the difference is intent and timing.
- Editing a Document with the PDF EditorLoyva's built-in PDF editor lets you adjust a document before sending it for signature: add text, redact sensitive information, and apply standard document stamps without leaving the platform.
- Tracking Signer StatusEvery envelope shows real-time status for every signer, so you always know who has signed, who is up next, and who hasn't opened the email yet.