Electronic signature requests
Doc Regia generates documents from a Google Form and, with Sign Regia, lets you request signatures from external recipients — parents, clients, employees, or collaborators — with no printing or scanning. The recipient receives a link, signs straight from the browser on any device, and the signed document returns to the project folder already finalised as a PDF.
The workflow
Step 1 — Create the project
Create a new project in Doc Regia. In the Questions tab, build the form with the fields needed for the document to be signed: for example the recipient’s name and details, contact email, and all the information that should appear in the text (authorisation, consent, contract, waiver, engagement letter).
In the Template tab, design the document with your branding. Use an Existing template if you already have a Google Doc set up. Place {{placeholders}} where the specific data should appear, and leave a dedicated signature area where the recipient’s signature will be applied.
In Folders & DOC, choose PDF: it’s the right format for documents meant to be signed, since it produces a polished, non-editable version. Use the file name pattern to include the recipient’s name and easily identify each case.
Step 2 — Generate and send the signature request
Fill in the form (or let recipients do it) and Doc Regia generates the documents automatically. For time-sensitive cases, you can trigger immediate creation from Manage Generation.
Open the Return Docs panel, select the generated documents, and send the signature request with Sign Regia. Each recipient receives a personal link to the signing page via email.
Step 3 — The recipient signs and the document returns finalised
The recipient opens the link and signs freehand directly in the browser, from computer, tablet, or phone — no account or installation required. Once confirmed, the signature is applied to the PDF and the finalised document returns to the project folder, marked as signed and ready for archiving or sending. The source document stays untouched. Find all the details on how it works, validity, and management in Sign Regia — Request an electronic signature.
💡 Tip: Share the project with your team using Sharing & Alerts so everyone can track request status and access signed documents from a single shared Drive folder.