Sending
Create envelopes, upload PDFs and invite recipients.
Everything teams need to prepare, send and complete agreements.
Core workflow features are configurable and industry-neutral.
Templates
Reuse source documents with categories, tags and expiry defaults.
Fields
Add signatures, initials, names, dates, text, dropdowns and more.
Signing workflows
Control signer order and completion requirements.
Verification
Use email links or OTP channels where configured.
Audit records
Review timestamped events and document downloads.
Branding
Configure organisation colour and signing-page presence.
Team permissions
Separate administrators, document managers and viewers.
API
Use REST endpoints and Swagger for integration work.