Prepare
Create the packet structure before anything is sent.
- Upload source PDFs into the workspace library
- Place required fields for signatures, names, dates, checkboxes, and text
- Save reusable templates for repeatable packets
Route
Make the signer path explicit for each recipient.
- Invite multiple recipients to the same envelope
- Track pending, viewed, and signed states
- Let recipients sign without creating an account
Track
Keep a usable record after the packet leaves the sender.
- Review envelope status from the authenticated workspace
- Record audit events across the signing lifecycle
- Retain the completed packet together with the history
A few product signals that matter immediately.
These are the capabilities that typically make the UI feel trustworthy instead of decorative.
Reusable templates
Stop rebuilding the same signing packet from scratch.
Transparent credit model
One recipient equals one credit, so send cost is visible before dispatch.
External signing flow
Recipients can review and complete signing directly from the invitation link.
Mobile-friendly completion
The product supports phone and tablet signing without forcing a desktop-only flow.
Ready to test the workflow?
Start in the workspace, send a real packet, and inspect the record that comes back.
The feature set is easiest to judge when the product handles an actual document route from upload through completion.