Add documents, signers and prepare signing

Introduction

Zivver Secure eSignatures makes it possible to sign sensitive documents directly from Outlook. This guide explains how to upload sensitive documents, assign signers, and prepare them for signing.

Procedure for adding documents and signers

1. Open a new message in Outlook.
2. Click the Zivver Sign icon on the right side of the Zivver bar.

Zivver is activated and a new window opens. 3. Add the email address of the signer(s) in the usual To field. 4. Click Click here to upload your .pdf or .docx files.

A file explorer window opens. 5. Select a file (.pdf or .docx) that you want to have signed and click Open.

Repeat this step until you have added all the files you want signed. 6. For each recipient, use the pulldown menu on the right to select whether the recipient must sign ( Sign) or should receive a copy ( Receives copy).

Preparing procedure for signing

1. Click Prepare document for each added document.

A new window opens with the document. 2. Click the desired location in the document to add one of the following fields (from the drop-down menu):

• Add signature field
• Add text field
• Add date stamp

3. Click the field you just created and select the recipient who should complete it.

Only recipients previously marked as signers can complete these fields. 4. Click the newly created field again to make any of the following changes:

• Adjust location: click the field, hold down the mouse button, and drag it to a new location.
• Adjust size: click the pink dots at the edge of the field, hold down the mouse button, and resize as needed.
• Delete item: click Delete this field.

5. Click Finish at the bottom right.
6. The window closes and the text Document prepared appears on the right side of the menu.
7. If desired, set a signing order.
8. If desired, add a message to the email you want to send.
9. Send your message securely with Zivver.

Updated on 2026-06-18