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:

1. Open the transaction.
2. Navigate to the attachment section.
3. Open the document context menu.
4. 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