Getting started with Inktivo

Inktivo is an electronic signature platform that lets you send contracts, agreements, and any PDF document for legally binding e-signatures — entirely from your browser.

What is Inktivo?

Inktivo makes it easy to collect signatures without printing, scanning, or mailing documents. You upload a PDF, place signature fields exactly where you need them, add your recipients, and hit Send. Recipients receive an email with a secure link and can sign from any device. Once everyone has signed, all parties receive a completed copy with a tamper-evident audit trail.

Creating your account

1. Go to inktivo.com/signup and enter your name, email address, and a password.
2. Check the “I agree to the Terms of Use” box and click Create account.
3. An organization is automatically created for you. You can invite teammates later under Account settings → Team.

You can also sign in via a magic link — enter your email on the login page and click the link we send you.

Sending your first envelope

An envelopeis the container that holds your documents, recipients, and field placements. Here’s how to send one from scratch:

Step 1 — Create the envelope

1. From the dashboard, click New envelope.
2. Give the envelope a descriptive title (e.g. “Service Agreement — Acme Corp”).
3. Upload one or more PDF files by clicking the upload area or dragging files onto it. Inktivo accepts standard PDFs up to a generous file size.
4. Click Continue to move to the envelope detail page.

Step 2 — Add recipients

1. On the envelope detail page, click Add recipient.
2. Enter the recipient’s name and email address. Choose a role:
   • Signer — must sign fields to complete the envelope.
   • Approver — must approve the document without signing.
   • CC — receives a copy but does not need to act.
3. If you have multiple signers and want them to sign in a specific order, set the signing order to Sequential and use the order numbers. Otherwise choose Parallel to notify everyone simultaneously.

Step 3 — Prepare the document

1. Click Prepare document (or go to the Prepare tab). The document editor opens.
2. Drag fields from the right-hand panel onto the document pages. Available field types include Signature, Initials, Date, Text, Checkbox, Name, and Email.
3. Each field must be assigned to a recipient using the recipient selector in the toolbar.
4. Resize and reposition fields by dragging their handles.
5. Click Save when done.

Step 4 — Send

1. Back on the envelope detail page, click Send for signature.
2. Inktivo sends signing-request emails to the appropriate recipients (either all of them in parallel, or the first signer in a sequential flow).
3. Track signing progress on the envelope detail page. Each recipient’s status updates in real time: Sent → Viewed → Completed.

Next steps