Requesting an eSignature

Starting a signature request

Open the document you want signed
Click Request Signature
Add recipients:
- Internal: pick from Papyrus users (autocomplete)
- External: enter email address(es)
Place signature fields on the document — drag each field to where you want it
Optionally add date, initials, text, checkbox fields
Set signing order:
- Parallel: everyone can sign at once
- Sequential: signer 1 first, then signer 2, etc.
Click Send

Recipients receive an email with a secure link. They can sign on web or mobile.

What recipients see

For each recipient:

An email with a link to sign
Click → secure browser page showing the document
Each signature field is highlighted; recipient clicks each in turn
Sign by typing, drawing, or uploading a signature image
After signing all fields, click Confirm to submit

Tracking progress

Open the document → Signatures in the right sidebar. You see:

Each recipient's status (Sent / Opened / Signed / Declined)
Timestamps for each event
Reminder buttons (resend the email if a recipient hasn't acted)
Revoke (cancel the request before completion)

Sequential signing

When you choose sequential signing:

Signer 1 receives the email immediately
Signer 2 receives an email only after signer 1 signs
And so on

Useful when later signers need to see the earlier signatures (e.g., a counterparty signs first, then your CEO countersigns).

After all signatures

When everyone has signed:

A finalised, signed PDF is generated
The audit certificate is appended as the last page
All recipients receive the signed PDF via email
The document's status changes to “Signed”
Future versions cannot be uploaded over a signed document (it's frozen)

The audit certificate

Every signed PDF includes a final page listing:

Each signer's name, email, IP, device
Each signature's timestamp and method (typed / drawn / uploaded)
The document hash at signing
The Papyrus tenant and workflow reference

If the PDF is modified after signing, the hash check fails, and the signature is invalidated.

Declining

A recipient can decline instead of signing. They'll be prompted for a reason. The sender is notified; the workflow stops (or continues to other parallel signers if any).

Restrictions

Restricted-class documents cannot be sent for external eSignature. They can be sent to internal recipients (Papyrus users) only.