Document Upload

Read this Guide for more information on uploading Documents to Meetings, eSign, or File/Orders

• From the Meeting, eSign, or File/Order, under Documents, click +Document

• For Meeting Documents, select if this should be visible to Buy Side, Sell Side, or Both

• Either click to upload, or drag from your computer, and click "Upload"

• Once uploaded, select the Signing Type (required) and the Document Type (optional)

Note: Non-PDF files are unable to be annotated and will be marked as Read-only 

Signing Types: 

• • • eSign: These documents will be electronically tagged and signed by a client. If none are selected, this will be the default
    • Wet Sign: These documents will be signed outside of Stavvy by ink. You will be prompted to select if the document you are uploading has already been signed, or not
    • Read Only: These documents will not be signed and are instructional only, but should be included in the Meeting/eSign packet/Order for viewing. 

Document Types

• Document Type is optional, you can proceed with the upload without making a selection
• A document type can be selected from the drop-down
  • Please note there is an "other" option if the type you need is not included

Action options

• Download the document
• Annotate the document (add electronic annotations to be signed)
• Filter Options
• View the document
• Cancel the document (this is a permanent action and cannot be undone, this document will not be available to be signed on a Meeting or eSign)
• Rename the document
• Change Signing Type to adjust the document to another signing type
• Mark as Signed (For Wet Signed only)
• Send a Document Preview
• Set Document Signing Windows

• Filter by Signing Type, Document Type, or Status: