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E-SignSigningSigning Experience

Signing Experience

What signers see when completing documents.

E-Sign features require a Pro plan or higher.

Receiving the Request

Email Notification

Signers receive an email containing:

  • Sender’s name and message
  • Document name
  • Link to begin signing
  • Deadline (if set)

Clicking the link opens the signing page:

  • Secure browser session
  • No account required
  • Works on desktop and mobile

The Signing Page

Document View

The main area shows the document:

  • Scroll through pages
  • Zoom in/out
  • Navigate using thumbnails
  • Click fields to complete them

Progress Indicator

Shows completion status:

  • Number of required fields
  • Fields completed
  • Fields remaining

Guided Mode

Fields are highlighted in order:

  • Current field is emphasized
  • “Next” button moves forward
  • Can also click any field directly

Completing Fields

Required Fields

Marked with red asterisk:

  • Must complete to finish
  • Validation ensures accuracy
  • Cannot submit with empty required fields

Optional Fields

No asterisk marking:

  • Can skip if not applicable
  • Still saved if completed

Field Types

Signers may encounter:

  • Signature: Apply full signature
  • Initials: Apply initials
  • Text: Type information
  • Date: Select or auto-fill date
  • Checkbox: Check to agree
  • Dropdown: Select from options

Applying Signatures and Initials

Each signature and initials field must be completed individually:

Per-Field Signatures

  • Each Signature field requires its own signature application
  • Click on a signature field to open the signature modal
  • Draw, type, or upload your signature
  • The signature is applied to that specific field only
  • Repeat for each signature field in the document

Per-Field Initials

  • Initials fields work the same way as signature fields
  • Each initials field must be completed individually
  • You can draw, type, or upload your initials
  • Initials are typically shorter than full signatures

Reusing Signatures

Once you create a signature or initials during a signing session, Penvio remembers it for the remaining fields. You can:

  • Apply the same signature to subsequent fields with one click
  • Create a new signature if you want a different appearance for a specific field

Between Fields

  • Click “Next” to go to next field
  • Click “Back” to return to the previous field
  • Click any field to jump directly to it
  • Use Tab key on desktop
  • Fields are ordered in reading order (top-to-bottom, left-to-right)

Between Pages

  • Scroll through document
  • Click page thumbnails
  • Use page navigation controls

Before signing, signers must:

  1. Review consent disclosure
  2. Agree to electronic signing
  3. Proceed to document

This is required by the ESIGN Act.

Opt Out

Signers can choose to:

  • Request paper document
  • Decline to sign electronically
  • Contact sender for alternatives

Declining

If a signer chooses not to sign:

  1. Click Decline to Sign
  2. Enter reason (optional)
  3. Confirm decision
  4. Sender is notified

Tips for Signers

  • Read the entire document first
  • Complete all required fields
  • Double-check information
  • Ask sender if unclear
  • Save confirmation for records

Next Steps

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OverviewSignature Types