# Send for e-signing

This article covers e-signing **files and Hippoly Docs** from the folder view. The signing flow is the same for both, you select the document, add signers, and send.

{% hint style="info" %}
**Signing meeting minutes works differently.** The flow is started from the meeting protocol panel, not the folder view. See [Send meeting minutes for e-signing](/using-hippoly/meetings/e-sign-meeting-minutes.md) under Meetings.
{% endhint %}

{% stepper %}
{% step %}
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.
{% endstep %}

{% step %}
Open the context menu and select `Sign document`. The signing dialog opens.

{% hint style="info" %}
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.
{% endhint %}
{% endstep %}

{% step %}
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](/using-hippoly/e-signing/signing-methods.md) that determines how they verify their identity (for example Swedish BankID, SMS, or no additional verification).
{% endstep %}

{% step %}
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.
{% endstep %}

{% step %}
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.
{% endstep %}
{% endstepper %}

Once signing is initiated, the document shows a **Signing** indicator. You can track progress and send reminders from the [signing management view](/using-hippoly/e-signing/manage-signing-process.md).

## 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](/using-hippoly/hippoly-docs/download-document.md) by anyone with access. The original content and full [version history](/using-hippoly/hippoly-docs/version-history.md) remain available.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.hippoly.com/using-hippoly/e-signing/e-sign-files-and-docs.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
