FEATURES · TEMPLATES AND SENDING
Make a template once. Send it as often as you like.
Put fields in with a text tag or let Docustay find them. Keep the result as a template, send it to one person or a list, and choose the order, the reminders and the deadline.
Text tags · Field detection · Send to a list
TEXT TAG
{{Buyer signature;type=signature;role=Buyer}}BECOMES A FIELD
Buyer signatureOr press Find fields and accept what Docustay finds.
Text tags
A field is a line of text.
Write the field where it belongs. The first part is its name; the rest are key=value pairs.
{{Buyer signature;type=signature;role=Buyer}}The first role you write is the first person to sign, the next role is the second. A payment tag takes one fixed amount and a currency.
Find fields
Upload a PDF. Press Find fields.
Uploading never places boxes by itself. Press Find fields and Docustay reads the page the way a person would, then proposes signature lines, dates, initials and text lines. Nothing is placed until you accept it.
- A scanned page is read by character recognition on the server, in English.
- The optional Find fields with AI button is shown only where AI is turned on.
- SignatureBuyer
- DateBuyer
Start from something
A library, your own templates, or a sentence.
The template library
More than 50 free templates, from an NDA to a lease addendum. Make your own copy and change it.
Your templates
Keep a document as a template with its people and fields in place. Send it again with one click or one API call.
Scribe
Describe the document in plain words and review what Scribe builds.
Sending
One person, many people, in order or all at once.
Send to a list
Upload a spreadsheet and each row gets its own copy and its own signed record. Free sends to up to 15 at a time.
Signing order
Name each person and choose whether they sign one at a time or all at once. Each box belongs to one person.
Reminders and expiry
Pick when reminders go out and when the document expires. Reminders stop once everyone has signed.
Questions
Quick answers.
Do I have to use text tags?
No. You can place boxes by hand in the editor, or press Find fields. Tags are for when you write the document yourself or send it from code.
Can the sender fill in a box before sending?
Yes. A box marked filled by sender is answered before you send, and the signer sees the answer and cannot change it.
Is sending to a list on every plan?
Yes. Free sends to up to 15 at a time.