Sending Documents for Signature

Upload a document, place signature fields, send to signers, and track the signing process to completion.

Workflow

1

Upload the document

Navigate to Sign from the left sidebar in core.iqidis.ai and click New Signature Request. Upload a .docx or PDF file. The document opens in the signing editor.

2

Add signers

Enter the name and email address of each person who needs to sign. You can add yourself as a signer if the document requires your signature as well.

3

Place fields

Drag and drop fields onto the document where each signer needs to act:

• Signature — a full signature field.

• Initials — a smaller field for initialing individual pages or clauses.

• Date — auto-filled with the date the signer executes the document.

Assign each field to the appropriate signer using the color-coded signer list.

4

Send for signature

Review the field placements and click Send. Each signer receives an email with a secure link to review and sign the document.

5

Track progress

The signing dashboard shows the status of every request:

• Pending — the signer has not yet opened the document.

• Viewed — the signer has opened the document but has not signed.

• Signed — the signer has completed their signature.

Send reminders to signers who have not yet completed their portion.

6

Download or save

Once all parties have signed, the completed PDF is available to download or save directly to your Matter Library in Irys One.

Self-signing

If you are the only signer, place your own signature and date fields, then click Sign Now. The signed PDF is generated immediately.

Tip: After signing is complete, save the executed document to the relevant Matter Library so it is linked to the correct client and available for future reference.

Need help?

Contact our support team at [email protected] for assistance.