Send for e-signing

You can send files and Hippoly Docs for e-signing directly from the folder view. The signing flow is the same for both — you select the document, add signers, and send.

If you want to e-sign meeting minutes, the flow is slightly different. See Send meeting minutes for e-signing.

1

Locate the file or document

Navigate to the file or Hippoly Doc in the folder view. The file must be in a format that can be converted to PDF (such as .pdf, .docx, .xlsx or similar). Hippoly Docs are automatically converted to PDF as part of the signing flow.

2

Start the signing flow

Open the context menu and select Sign document. The signing dialog opens.

If the Hippoly Doc is still a draft or has a draft in progress, it will be automatically published before signing starts. This ensures that the version being signed is the final, shared version.

3

Add signers

Add the people who need to sign the document:

• Workspace members — search by name and select from the list.

• External parties — enter the person's name and email address. They will receive a signing invitation by email and do not need a Hippoly account.

For each signer, select a signing method that determines how they verify their identity (for example Swedish BankID, SMS, or no additional verification).

4

Set signing order (optional)

By default, all signers can sign in parallel. If signatures need to happen in a specific sequence — for example, the chairperson signs last — enable Set signing order and arrange the signers in the desired order.

5

Send for signing

Review the settings and click Send for signing. Hippoly converts the document to PDF if needed, creates the signing request through Scrive, and notifies all signers.

Once signing is initiated, the document shows a Pending signing indicator. You can track progress and send reminders from the signing management view.

After signing completes

When all signers have signed:

• For files — the signed PDF replaces the original file. The unsigned version remains available in the file's version history for full traceability.

• For Hippoly Docs — the document status changes to Signed and it becomes read-only. The signed PDF is stored alongside the document and can be downloaded by anyone with access. The original content and full version history remain available.