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# Signature widget

The **Signature** widget embeds a legally binding electronic signature directly in the room. No DocuSign roundtrip.

> ⚠️ Requires the **Katalyz Signature** module, billed per user per month on top of the Core plan. Envelopes don't consume credits. See [Katalyz Signature](https://katalyz.crisp.help/en/article/katalyz-signature-1otu0vp/).

## Quick start

1. In the build bar, open **More** and pick **Signature**. An empty card appears — *Configure your envelope by adding documents, recipients, and settings before sending for signature* — and the envelope editor opens.
2. Work through the editor's tabs: **Document** (PDF or Word file), **Prepare** (signers, approvers, followers and fields), **Setup** (title, message, deadline, reminders) and **Send**.
3. Click **Send for Signature**.

If you close the editor without adding anything, the widget is removed from the room. To come back later, click **Setup Envelope** on the card; on a draft that already has content, click **Review & Send**.

For the full step-by-step, see [Adding a signature block to a room](https://katalyz.crisp.help/en/article/adding-a-signature-block-to-a-room-u85qg0/).

## Full signature documentation

Signatures have their own dedicated category covering:

- **Using signatures** — [Adding a signature block](https://katalyz.crisp.help/en/article/adding-a-signature-block-to-a-room-u85qg0/), [How buyers sign](https://katalyz.crisp.help/en/article/how-buyers-sign-a-document-1pm5i5x/), [Tracking status](https://katalyz.crisp.help/en/article/tracking-signature-status-rzacwr/), [Downloading the sealed PDF](https://katalyz.crisp.help/en/article/downloading-a-signed-document-6cnhv3/), [Signature templates](https://katalyz.crisp.help/en/article/signature-templates-ybd6ym/)

- **Understanding signatures** — [Legal validity](https://katalyz.crisp.help/en/article/legal-validity-of-katalyz-signatures-133h7gd/), [Audit trail](https://katalyz.crisp.help/en/article/signature-audit-trail-s3br19/), [PDF fields vs Word codes](https://katalyz.crisp.help/en/article/pdf-fields-vs-word-codes-3d5ti/)

- **Troubleshooting** — [Signature didn't go through](https://katalyz.crisp.help/en/article/the-signature-didnt-go-through-1ooer78/), [Signer didn't receive email](https://katalyz.crisp.help/en/article/a-signer-didnt-receive-the-signing-email-1f4cbmi/), [Voiding an envelope](https://katalyz.crisp.help/en/article/cancelling-an-envelope-kj2wi/)

## What the widget shows

The card carries the envelope title, your message to recipients (*Please review and sign the documents below* by default) and a status badge. Once the envelope has content it also shows:

- **Documents** — how many files are in the envelope
- **Signers** — *{n} of {m} signed*
- **Deadline** — or **No deadline**
- **Order** — **Sequential** or **Parallel**

Clicking the card opens the envelope view with the progress bar and every recipient's status.

## After you send the envelope

Once you click **Send for Signature**, the envelope is locked and Katalyz takes over:

### 1. The badge switches to "Awaiting signatures"
A progress bar appears under the summary and fills as signers complete. You can watch it from inside the room without leaving for a separate dashboard.

### 2. Recipients are notified
Each recipient receives an **email notification** to sign, using the authentication method set on their card (Email link, SMS code, Access code or ID verification). With **sequential** signing, recipient #2 only gets the email after recipient #1 has signed; with **parallel** signing, everyone gets it at the same time.

### 3. Recipients sign
A recipient who opens the room sees a **Sign** button on the widget. They review the documents, fill in their fields and confirm. Their progress updates the widget in real time.

### 4. Per-signer status
The envelope view shows where each recipient stands: **Pending**, **Waiting**, **Viewed**, **Signed** or **Declined**. Useful when one stakeholder is holding things up.

### 5. The envelope reaches a final status
- **Signed** — every signer has signed. A **cryptographically sealed, tamper-evident PDF** is generated and everyone (signers, approvers, followers and you) gets a copy by email.
- **Declined**, **Expired** or **Voided** — a recipient declined, the deadline passed, or you voided it. The badge shows which.

### 6. Download the sealed PDF
Once **Signed**, a **Download signed copy** button appears on the widget. The Signatures page lists the envelope under **Completed**.

## Related articles
- [Adding a signature block to a room](https://katalyz.crisp.help/en/article/adding-a-signature-block-to-a-room-u85qg0/)
- [Signature templates](https://katalyz.crisp.help/en/article/signature-templates-ybd6ym/)
- [Katalyz Signature (module page)](https://katalyz.crisp.help/en/article/katalyz-signature-1otu0vp/)