Sending a Document for Signature via Digs

Written By Ty Frackiewicz

Last updated 7 days ago

Overview

Digs makes it easy to send project documents for signature, ensuring agreements are finalized quickly and securely. Powered under the hood by the Dropbox Signatures, Builders with a paid workspace can send documents for signature directly from project files, company files, or even inside a document itself.

Each paid user in your workspace contributes 5 signature requests per month to the workspace’s shared pool.

  • That means a single user gets 60 signatures per year—and

  • with just three paid users, your team has a total of 180 signatures annually.

  • The more team members you have, the more signature capacity your workspace gains, ensuring smooth project approvals without interruption.

  • Unused signatures do not roll over to the next month, so be sure to use them within the calendar month.

  • If you ever need more, you can purchase additional signatures as needed to keep work moving.

This first release handles the end to end basics, we will be following up shortly with more features and quality of life improvements :)
We love feedback!

How to Send a Document for Signature

Step 1: Locate the Document

  • Navigate to the file you want to send for signature.

  • You can do this from:

    • The file list in a project

    • The Company Files section

Note: Signatures work best with PDFs and image files. If you're sending a large blueprint or complex document, consider exporting a simplified version to make it easier for recipients to review and sign.

  • A single file can't exceed 40MB.

    A single request can't exceed 500 pages.
    Digs will give an error if these limits are exceeded.

Step 2: Select "Send for Signature"

  • In any file list, Click the kabob menu (three dots) next to the file.

    • Inside a document, use the kabob menu (three dots) in the bottom center of the screen.

  • Choose “Send for Signature.”

  • Note: If you send the same documents for signature often, keep a template handy in your workspace for easy re-use.

Step 3: Add Signers

  • Enter the name and email address of each signer.

  • If adding multiple signers, specify if signatures can happen in any order or if they must be signed in a set sequence.

  • Note: Double-check email addresses to avoid errors that delay the signing process.

Step 4: Place Signature Fields

  • In the signature interface, drag and drop fields onto the document where signers need to take action.

  • Available fields include:

    • Name (auto-filled from the signer’s details)

    • eSignature

    • Date

    • Check boxes

    • Freeform text box (for additional signer-provided details)

  • If the document already has signature spaces, simply align the fields to match.

Step 5: Next to Send the Request

  • Click "Next" and prepare the document for email

  • The Subject line is the name you will also see going forward as the description of the Signature Request. It will also be the default name of the document on download at the end.

  • Include a Description and any additional instructions for the signer.

  • Click “Send” to finalize the request.

  • Each signer will receive an email with a secure link to sign the document.

Note: Adding yourself as CC ensures you get realtime updates on all signatures and completion of a document request. Users will not see your email address.

Step 6: Track Signature Progress

  • Open the Signatures section in the Workspace “Files” menu.

  • Find the document and view:

    • The project it was sent from (or if it was a company file)

    • The date and status (Pending, Completed, Expired)

  • Click on the document Kabob [...] to view or download the signed file.


Pro Tips

Batch Your Signature Requests – If you send frequent signature requests, plan ahead and send multiple documents in one go to maximize efficiency.

Check Usage Regularly – Your workspace’s signature count is shared. Keep an eye on usage and scale up if needed. Weigh if you need another power user on your team vs just Signature transactions.

Ensure Signers Check Email – Signers do not need a Digs account, but they must access the link sent via email. Remind them to check spam if they don’t see it.

Align Fields to Existing Forms – If your document already has signature lines, align fields carefully for a cleaner signing experience.

Keep it Readable – When sending large plans or detailed documents, consider reducing file size or increasing text visibility to make the signing experience easier.

Plan for Future Enhancements – Features like Self Signature, changing signers, improvements to ease of use and mid flight status are on the roadmap, so stay tuned!