Sending for Signature

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.

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.

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.

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

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.

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