Electronic signatures help organizations complete document approvals faster while maintaining secure and traceable signing workflows. To provide greater flexibility, RIVO supports multiple e-signature providers, allowing users to choose the provider that aligns with their organization’s existing agreements and authentication methods.
Requesting E-Signatures in RIVO
Users can request signatures directly from the document attachment area within a transaction.
To request signatures:
- Open the transaction.
- Navigate to the attachment section.
- Open the document context menu.
- Select Request E-Signatures.
Selecting an E-Signature Provider
After selecting Request E-Signatures, RIVO displays the provider selection window.
Users can choose from the available providers:
- Adobe Sign
- DocuSign
Remember My Selection
The provider selection screen also includes the option:
Remember my selection
When enabled:
- RIVO remembers the selected provider.
- The provider selection screen will not appear during the next request.
- The previously selected provider opens automatically for future e-signature requests.
Signing the Document
After selecting the provider, the user is redirected to the selected e-signature platform to continue the signing process using their organization credentials.
Depending on the provider configuration, the authentication process may open in:
- A popup window
- A browser redirect
Once the document is signed successfully:
- The signed document is automatically returned to RIVO.
- The original document is replaced with the signed version.
- The updated signed file becomes available in the attachment list.
Managing Signed Documents
The signed document remains available within the transaction attachment section.
Users can continue to:
- Download the signed document
- View the signed file
- Manage document privacy settings
Key Benefits
This enhancement helps organizations:
- Use their preferred e-signature provider
- Reduce onboarding and authentication friction
- Maintain a consistent signing experience within RIVO
- Keep signed documents automatically synchronized back into the platform
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