Using signatures
Adding a signature block to a room
Katalyz Signature lets your buyers sign documents directly inside the room — no DocuSign roundtrip, no PDF attachments, no email chains. Sign where the deal happens. ⚠️ Requires the Katalyz Signature module, billed per user per month on top of the Core plan. Envelopes do notFew readersTracking signature status
Once you've sent an envelope, you'll want to know where it is in the signing process — without chasing people over email. The Signatures page Click Signatures in the left sidebar. The header counts {n} envelopes in total and offers two buttons: Templates (with the number of templaFew readersHow buyers sign a document
Signing a Katalyz envelope is designed to feel as seamless as opening the room itself — because usually, it is. The signer is already in the room. Here's what they experience. [SCREENSHOT: A signature widget inside a room showing the "Awaiting signatures" badge and a "Sign" button] The signer's journey 1. They see the envelope in the room When you send an envelope, Katalyz notifies each recipient by email. If they're already in the room where the signature widget lives, they alsFew readersDownloading a signed document
Once an envelope reaches Signed status, the final sealed PDF is generated and available to everyone involved. What the final document contains The signed PDF includes: The original documents, with all signatures, initials, dates and text fields filled in A cryptographic seal applied by Katalyz — this makes the document tamper-evident A unique envelope ID for verification Everyone gets the same final document: signers, approvers, followers and the envelope creator. AuFew readersSignature templates
If your team sends the same contract again and again — an NDA, an order form, an MSA — build it once as a signature template. A template is a reusable envelope with roles instead of people: it carries the document, the signature fields, the variables and the settings, and each time it's used you only match the roles to real people. , please contact us with details of your scenario —Few readersPDF fields vs Word codes
Every envelope and every signature template starts with one question — What are you sending? (or, for a template, What are you building this template from?). The two answers, Fixed-layout PDF and Write it in Word, work in opposite ways. This article explains why, and which one to pick. The one-line version A PDF is a fixed page. Fields are boxes you drag onto it. A Word file re-flows every time its text changes. Fields are placed by **codes you type into theFew readersSignature audit trail
Every signed envelope is cryptographically sealed — the primary mechanism that makes a Katalyz signature legally defensible if challenged. Tamper-evident seal When an envelope reaches Signed, the final PDF is sealed with a cryptographic signature issued by Katalyz. This seal: Identifies Katalyz as the issuer of the document Binds the document to its exact content at time of sealing — any modification invalidates the seal Can be verified by anyone who opens the PDF inFew readers
Troubleshooting signatures
Voiding an envelope
Sometimes you need to stop a signing process that's already underway — wrong document uploaded, wrong signer email, terms changed, deal fell through. In Katalyz this is called voiding the envelope. What voiding does Voiding an envelope: Immediately halts all signing activity — recipients can no longer sign Marks the envelope as Voided Notifies all recipients that the envelope was voided Is irreversible — a voided envelope can't be reopened or edited Any signatuFew readersThe signature didn't go through
A signer tells you they signed, but the envelope is still showing as incomplete on your end. Here's how to diagnose and fix it. First: check the envelope status Open the envelope (in the room or on the Signatures page) and look at: Overall envelope status — Draft, Awaiting signatures, Signed, Declined, Expired or Voided Individual recipient statuses — Pending, Waiting, Viewed, Signed, Declined Often the issue is visible here. Common mismatches: Signer says... | ActualFew readersA signer didn't receive the signing email
A signer says they didn't get the signing invitation. Here's how to troubleshoot. Step 1 — Ask them to check spam The most common cause by a wide margin. Signing emails from Katalyz come from no-reply@katalyz.co (or from your company's dedicated sending domain if set up — see Setting up a dedicated email subdomain). Ask them to: Check the Spam / Junk folder Check Promotions (Gmail)Few readers
