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    Pirma Documentation

    Welcome to the Pirma documentation! Here you'll find everything you need to get started, manage documents, send for signature, and more.

    Getting Started

    Uploading Documents

    • Go to your Dashboard and click Upload Document.
    • Select a PDF file to upload.
    • Optionally, use templates for faster setup (see below).

    Sending for Signature

    • Add one or more recipients with their name and email.
    • Set the signing order if needed (sequential or parallel signing).
    • Place signature and form fields on the document for each recipient.
    • Send the document for signature. Recipients will receive an email with a secure signing link.

    Signing Process

    • Recipients open the secure link and fill/sign the required fields.
    • Each recipient can only sign when it is their turn (if signing order is set).
    • Once all recipients have signed, the document is marked as completed.

    Audit Logs

    • Every action (view, sign, complete, etc.) is recorded in the Audit Log tab of each document.
    • Audit logs include timestamps, user info, IP address, and document hash for verification.
    • Logs update in real time—no need to refresh.

    Templates

    • Create reusable document templates with predefined fields and placeholders.
    • Use templates to quickly generate new documents for signature.

    FAQ

    • Is my data secure? Yes, all documents and signatures are encrypted and access-controlled.
    • Can I track who signed and when? Yes, use the Audit Log for a full history of all actions.
    • Can I use my own templates? Yes, upload and manage templates from the Templates section.
    • How do I contact support? Use the Contact page for help.