Read this Guide for more information on uploading Documents to Meetings, eSign, or File/Orders
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From the Meeting, eSign, or File/Order, under Documents, click +Document
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For Meeting Documents, select if this should be visible to Buy Side, Sell Side, or Both
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Either click to upload, or drag from your computer, and click "Upload"
Signing Types:
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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. Once uploaded, select the Signing Type and the Document Type (optional)
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Document Types
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Select the type of document from this drop-down. Please note there is an "other" option if the type you need is not included
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Document Type is optional, you can proceed with the upload without making a selection
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On any uploaded documents, click on the Actions button, and based on the signing type you will be presented with various options
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:
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