Introduction
In Ledgy, you can easily request and collect digital signatures from your stakeholders. Whether you need a single signature or want to send requests in bulk, Ledgy supports three signature providers — Ledgy (native), Skribble, and DocuSign — with multiple legal quality levels to suit your needs.
This article walks you through creating signature requests, inviting stakeholders to sign, tracking signature progress, and managing completed or cancelled requests.
Before you start
Before creating a signature request, make sure:
Your signature provider is configured. Go to Documents > Signatures > Signature Settings to choose your default provider (Ledgy, Skribble, or DocuSign). If using DocuSign, connect your account first — see How to use DocuSign for signatures.
Stakeholder information is up to date. Different providers and signature qualities require different stakeholder data:
Ledgy (SES): Name and email address
Skribble (AES): Name, email, mobile phone number, and nationality
Skribble (QES): Name, email, mobile phone number, nationality, plus one-time identity verification via video call
DocuSign: Name and email (additional data for AES/QES)
Your document is ready. You can upload a PDF directly or use a document template. The maximum upload size is 64 MB.
Understanding signature providers and legal quality
Ledgy supports three levels of legal signature quality:
Standard Electronic Signature (SES) — Sufficient for most internal documents. Available via Ledgy (native) and DocuSign. No additional identity verification needed. Free of charge.
Advanced Electronic Signature (AES) — Provides stronger identity verification. Available via Skribble and DocuSign. Requires mobile phone number for verification. €2.50 per signer via Skribble.
Qualified Electronic Signature (QES) — Has the same legal validity as a handwritten signature under EU eIDAS and Swiss ZertES law. Available via Skribble and DocuSign. Requires one-time identity verification. €2.50 per signer via Skribble.
For more details on legal validity, see Legal basis for the validity of digital signatures in Europe.
Creating a signature request
Method 1: Create a single signature request via Documents > Signatures
Go to Documents > Signatures
Click New Signature in the upper-right corner
In the Create New Signature Invitation pop-up, choose the document from the dropdown list. If the document isn't listed, click the Upload button next to the dropdown to upload it.
Note: The document list also includes document templates. Selecting a template will generate the document and store it in the Data Room once the signature request is created. Any signatories set at the template level will be overridden by the signatories selected within the signature request.
Under Who should sign?, select the stakeholders who need to sign the document.
Important: Only natural stakeholders (not legal entities) can be invited to sign a document. If a legal entity needs to sign, invite a contact person from that entity who is listed as a stakeholder to sign on its behalf.
Under Signature Settings, select your preferred signature provider and legal quality.
Note: If Skribble is selected, Ledgy will check for any missing stakeholder information and display a warning. For SES, you only need name and email. For AES, the stakeholder's mobile phone number and nationality must also be filled in.
Once all information is entered, click Save Draft to create the signature request.
⚠️ The maximum document upload size is 64 MB.
Method 2: Create single or multiple signature requests from a template via Documents > Templates
Go to Documents > Templates
Click the Create from template button in the top-right corner
In the pop-up, choose the appropriate date to use data from and select the template to generate the document.
Under For stakeholders, select the stakeholders you want to send the signature request to. You can send signature requests in bulk by selecting multiple stakeholders here.
Note: Signatories specified at the template level will be automatically invited to sign. To check the default signatories, go to Documents > Templates and view the assigned signatories for the specific template under the Default signatories column.
Tick Create Signature Invitation Drafts to create drafts which will be stored in Documents > Signatures. Optionally, tick Share with Stakeholders Immediately if you want the document shared as soon as it's generated.
Click Create to complete the process.
Important: When creating signature requests through this method, you cannot customise the signature settings per request. The default settings configured under Documents > Signatures > Signature Settings will automatically apply to all drafts created this way.
Inviting stakeholders to sign
Go to Documents > Signatures
Find the signature draft(s) you created and check the Status column:
If the status shows "Ready to invite": No adjustments are needed — proceed to step 3.
Note: Stakeholder fields can only be edited before the signature request is sent.
If the status shows "Missing information":
Click the Edit button next to the Missing information status
In the pop-up, you'll see exactly which information is missing. Click Edit stakeholders to open the Stakeholders page in a new tab where you can update the data.
Once updated, return to the signature request tab and click Save draft. The status should now show Ready to invite.
To send a single signature request: you can click the three-dot icon next to the signature then select Invite to sign from the dropdown.
Click Confirm in the pop-up.
To send multiple signature requests at once: Multi-select the documents by ticking them on the left, then click Invite in the bottom-right corner. A summary pop-up will appear — click Confirm invites to send all invitations.
FAQs
How do I know who has signed the document?
The status bar on the Documents > Signatures page shows signing progress at a glance. Hover over the status icon to see each signatory's name and whether they've signed or are still pending. You'll also receive an email notification once all parties have signed.
What is the maximum document file size for signature requests?
The maximum document upload size is 64 MB. This applies to both directly uploaded documents and documents generated from templates.
Which stakeholder information is required for each signature type?
SES (Standard) via Ledgy: Name and email address
AES (Advanced) via Skribble: Name, email, mobile phone number, and nationality
QES (Qualified) via Skribble: Same as AES, plus one-time identity verification via video call
DocuSign: Name and email (additional data may be required for AES/QES depending on your DocuSign configuration)
If required information is missing, the signature request will show a Missing information status with guidance on which fields need updating.
Can I send signature requests in bulk?
Yes! There are two ways:
From Documents > Templates: Select multiple stakeholders when creating from a template to generate bulk signature drafts.
From Documents > Signatures: Multi-select multiple draft signature requests and click Invite to send them all at once.
Can legal entities sign documents?
Only natural stakeholders (individual people) can be invited to sign. If a legal entity needs to sign, invite a contact person from that entity who is listed as a stakeholder to sign on their behalf.
What signature providers does Ledgy support?
Ledgy supports three providers:
Ledgy (native) — Built-in, free, supports SES only
Skribble — Supports AES and QES with EU eIDAS and Swiss ZertES legislation
DocuSign — Supports SES, AES, and QES. Requires a connected DocuSign account. See How to use DocuSign for signatures
Does DocuSign support sequential signing?
Yes. DocuSign supports sequential signing, meaning signers are invited in a defined order — each signer only receives their invitation after the preceding signer has completed. Ledgy native and Skribble send invitations to all signers simultaneously.
How do stakeholders sign documents?
Stakeholders receive an email invitation with a link to their Ledgy dashboard. They can review the document and sign it directly from the Signatures tab in their personal portfolio. For the full stakeholder guide, see How to sign a document via the Stakeholder Dashboard.
Can I edit a signature request after sending it?
No. Once a signature request has been sent (status changes from draft to in progress), you cannot edit the stakeholder fields or signature settings. If changes are needed, delete the existing request and create a new one.
Where can I watch a walkthrough of the native signature workflow?
See our video tutorial: Ledgy's native signature workflow.
Can I turn off automatic reminder emails for signature requests?
Ledgy automatically sends weekly reminder emails to stakeholders who have pending (unsigned) signature requests. These reminders are sent every Monday and include a summary of all documents still awaiting their signature.
Currently, there is no setting to disable or customise the frequency of these automatic reminders at the company level. The reminders will stop automatically once the stakeholder signs the document or the signature request is cancelled/deleted.