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Operations feature

Documents

Send it. Sign it. Store it. No third-party tools.

Membership agreements, waivers, NDAs. Documents that need signatures end up scattered across email, Google Drive, and DocuSign. Deskie lets you create, send, and track documents directly inside the platform. Basic documents for simple text agreements with a signature at the bottom. Rich documents for uploaded PDFs with placed fields like text, dates, initials, and signatures. Recipients sign digitally, and everything is stored with a full activity log.

  • Basic Documents

    Simple text agreements with a signature field. Create, send, and store, no PDF needed.

  • Rich Documents

    Upload a PDF and place text, date, initial, and signature fields exactly where you need them.

  • Digital Signing

    Recipients draw a signature or type their name. The signed PDF is stored automatically.

  • Activity Log

    Every action logged with timestamps and IP addresses. Sent, viewed, signed, voided.

Membership Agreement

Basic Document · Text-based

Signature

Simple text agreements with a signature field

Office Lease Agreement

Rich Document · PDF with placed fields

Text FieldFull Name
Date FieldStart Date
Initials
Signature

Upload a PDF and place text, date, initial, and signature fields anywhere

Sign Document

Draw your signature or type your name

Draw Signature

Or Type Name

Alex Rivera

Signed PDF is stored automatically in Deskie

Activity Log

Every action logged with timestamp

Document Created

Admin · Mar 10, 9:00 AM

Sent for Signing

Admin · Mar 10, 9:05 AM

Document Viewed

Alex Rivera · Mar 10, 2:30 PM

Signature Applied

Alex Rivera · Mar 10, 2:32 PM

Onboarding agreements built in

Membership agreements are a common use case. Upload your agreement, send it to new members during onboarding, and the signed copy is stored inside Deskie. No printing, scanning, or chasing signatures over email.

Create, send, void, or cancel

Documents start as drafts where you can edit the content, set the recipient, and configure fields. Once sent, the recipient is notified by email. Administrators can void or cancel documents at any point if they're no longer needed.

Right where you expect it

Documents live in the Documents section, but they also show up on each member's profile page. When you're looking at a member, their documents are right there. Deskie surfaces things where you'd naturally look for them.

Members help themselves

Members help themselves. Signed documents are available to members in their own portal, so they can download copies anytime without asking a community manager.

Frequently asked questions

Common questions about Deskie pricing and features.

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Documents | Deskie