Overview
Send documents for electronic signature with visual field placement. Supports multiple signers, field types (signature, initial, date, text, checkbox, radio, dropdown), and generates audit trails with signing certificates for legal compliance.
Send documents for electronic signature with a drag-and-drop field placement editor, multi-signer routing with automatic reminders, and a per-event audit trail plus a signing certificate (on by default) for each completed document.
Highlights
Capabilities
Document Preparation
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Visual drag-and-drop field placement editor
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Multiple source documents merged into one signing PDF
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Add or remove documents on a draft request
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Ask AI document summary for signed-in members who can open the request
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Ask AI document Q&A (ask questions about the document)
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Ask AI risk / clause flags
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Ask AI field suggestions (a list of the fields a document needs)
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Native in-browser PDF rendering (no plugin required)
Field Types
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Signature capture
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Initials capture
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Date auto-fill
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Name, text, checkbox, radio, and dropdown fields
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Coordinate-based field placement
Signing Workflow
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Multiple signers with configurable signing order
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External signers (no account required)
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Signer role labels (e.g. Employee, Manager) for template field mapping
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Signing invitations by email
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OTP identity verification before signing
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Scheduled (future-dated) send
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Void / cancel in-progress requests
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Resend / reminder to pending signers
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Automatic configurable reminders (default every 3 days)
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Configurable expiration window (default 30 days)
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Kiosk mode for walk-up in-person signing
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Signing progress per signer (status, viewed and signed times)
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Live progress on bulk sends
Audit Trail & Compliance
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Per-event audit log (created, sent, viewed, signed, completed, voided)
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IP address and user-agent capture at each signing event
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Downloadable signing certificate PDF with the signed PDF's SHA-256 fingerprint
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Optional RFC 3161 trusted timestamp on the certificate
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Downloadable signed document (PDF)
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ESIGN Act and UETA compliance evidence
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Analytics dashboard with completion rates and avg. signing time
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CSV analytics export
Templates
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Reusable field templates (save a draft request's field layout and signer roles as a template)
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Template categories: HR, legal, sales, compliance, onboarding
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System-level global templates (available to all businesses)
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Apply a template to a new request with signer role mapping
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Bulk send — send one template to many recipients via CSV upload
Notifications & Sharing
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Email notifications: invitation, reminder, completed, declined
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Identity-verification codes and Document Package texts by SMS
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In-app notifications respecting per-user preferences
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Share requests with internal users or groups for visibility
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Manager visibility into direct-reports' requests
Integrations
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Native built-in signing (no third-party provider required)
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DocuSign connector (send via DocuSign envelope)
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HelloSign / Dropbox Sign connector
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HR Files — auto-sync signed document on completion
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REST API (v1): list and view requests, pending signatures, templates, remind and void
Limits & Specs
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Default request expiration: 30 days (admin-configurable)
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Default reminder frequency: Every 3 days (admin-configurable)
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Accepted document format: PDF only
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Maximum signers per request: Up to 1,000
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Who can send: All users, managers only, or admins only (admin-configurable)
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Pricing: Pay-as-you-go, billed per envelope sent
Screenshots
Use cases
FAQ
Yes. Each signed document comes with a timestamped audit trail and a separate signing-certificate PDF carrying the signed document's SHA-256 hash. The certificate cites the law you choose in settings: the US ESIGN Act and UETA, or, for the United Kingdom, the Electronic Communications Act 2000 and UK eIDAS, under which it is a simple electronic signature.
Yes. When external signers are allowed, recipients receive a secure email link to sign without needing an account.
Signature, initials, date, name, text input, checkbox, radio button, and dropdown. Ask AI can list the fields a document needs; the sender places them in the editor, and a template places its saved fields.
Automatic reminders go to the signer whose turn it is, at a frequency an admin sets for the organization (default every 3 days), until the document is signed or expires, for at most 60 days.
