Document Signing

Streamline and speed up document signing right from within your core workflow platform.

9 articles in this collection
Written by Celso Pinto and Olivia Walker-Mister

Document signing in a nutshell

A brief overview of Pixie's document signing feature

Written by Olivia Walker-Mister
Updated over a week ago

Installing the add-on

How to install document signing

Written by Olivia Walker-Mister
Updated over a week ago

Requests in your workflow & completed requests

How e-signature requests appear in your workflow and what they look like when the document has been signed

Written by Olivia Walker-Mister
Updated over a week ago

Creating a one-off request

How to create a one-off e-signature request

Written by Olivia Walker-Mister
Updated over a week ago

Adding to a template

How to add a signature request to a template

Written by Olivia Walker-Mister
Updated over a week ago

Adding to a client task

How to add a signature request to a client task

Written by Olivia Walker-Mister
Updated over a week ago

Client experience

Reviewing the client experience of receiving and signing documents

Written by Olivia Walker-Mister
Updated over a week ago

Document Signing compliance and security

Written by Celso Pinto
Updated over a week ago

FAQs

Frequently asked questions regarding document signing

Written by Olivia Walker-Mister
Updated this week