Envelopes
Send documents for signature and manage the signing process.
E-Sign features require a Pro plan or higher.
Start a new signing request
Create EnvelopesConfigure recipients
Add SignersSend and manage requests
Send for SignatureMonitor progress
Track StatusFollow up with signers
RemindersWhat is an Envelope?
An envelope is a single signing request containing:
- Document(s): The PDF(s) to be signed
- Signers: People who need to sign
- Fields: Where signers will sign and fill in information
Envelope Lifecycle
┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐
│ Draft │ → │ Sent │ → │ Signing │ → │ Complete │
└──────────┘ └──────────┘ └──────────┘ └──────────┘
│
↓
┌──────────┐
│ Declined │
└──────────┘Status Definitions
| Status | Description |
|---|---|
| Draft | Created but not sent |
| Sent | Waiting for first signer |
| Signing | In progress |
| Complete | All signers have signed |
| Declined | A signer declined to sign |
| Expired | Signing deadline passed |
| Voided | Cancelled by sender |
Monthly Limits
E-signature usage counts against your monthly limit:
| Plan | Signatures/Month |
|---|---|
| Pro | 50 |
| Business | 200 |
| Enterprise | Unlimited |
Each signer in an envelope counts as one signature.
Last updated on