Request signers to upload and attach documents, like a driver’s license, as part of the signing process. Alternatively, you can attach additional documents to the signing request for the signer to receive.

Include questions and responses directly within your agreement, with real-time notifications for any comments. Control visibility by specifying who can see each comment.

Send private messages to individual recipients, ensuring only the selected recipient can view them, along with the general message. The private message will appear in the email notification under a separate section.

.doc, .docm, .docx, .dot, .dotm, .dotx, .htm, .html, .msg, .pdf, .rtf, .txt, .wpd, .xhtml, .xps, .bmp, .gif, .heic, .jpg, .jpeg, .png, .tif, .tiff .pot, .potx, .pps, .ppt, .pptm, .pptx .csv, .xls, .xlsm, .xlsx

Allows the requester to provide instructions to the signer for everyplace holder or for a group of placeholders.

Drawing fields enable you to define specific areas within a document where signers can create free-form drawings, allowing them to annotate or mark up images and diagrams as needed..

Simplify data collection and expedite signing with a seamless, interactive experience. Web forms convert static pdfs into dynamic, guided forms that enhance customer engagement and satisfaction.

Detect and support external smart pdf fields, such as standard input and calculation fields, with the ability to restrict field editing to specific users.

Enhance confidence in recipient identities with two-factor authentication by requesting verification through SMS, email, access code or audio access code.

Verify signatures from legal practitioners and justices of the peace (Australia only)

Control who can access and modify certain fields within a document.

Set a sleeve to be automatically sent at a specific date and time of your choice.

Boost customer experience with your branding to maintain a consistent look and feel for your users.

Send documents to multiple recipients and have them sign, fill, review, witness and approve in a specific order or at the same time.

Create custom document fields tailored to your business requirements, with options to add validation rules, custom labels, input limits, and more.

Configure automated email reminders and deadline alerts to keep your recipients on track and ensure timely completion of agreements. Additionally, you can set expiration dates for both documents and transactions.

Monitor in real time who has completed their part of the signing process and who hasn’t. Eliminate the need to chase down agreements or figure out who’s responsible for the next step.

Mobile signers can access a responsive version of the document that automatically adjusts its formatting to fit the device’s size and orientation directly within the browser.

SSO-enabled application, streamline user management processes, such as onboarding, password updates, and deactivations, through a centralised administration system. (Active Directory, Google SSO)

Detailed audit trails tracking every step of the signing process, ensuring compliance and peace of mind.

Enhance security by verifying signatories’ authenticity through biometric and identity verification (kyc, kyb, aml-ctf).

Drag-and-drop fields to collect essential information such as name, date, signature, initials, company, title, stamp, date and time, and email, with both built-in and custom validation rules for your signers. You can also add text fields and checkboxes to enable signers to provide additional details as needed.

Effortlessly send the same document to multiple recipients by importing a list of signers, with each receiving an individual copy to sign. Streamline the process by managing multiple envelopes simultaneously using bulk actions such as voiding, correcting, or resending.

Request payments and signatures simultaneously to save costs and eliminate manual processes. Receive instant payments as soon as documents are signed, reducing delays in collecting funds. Ensure accuracy and guarantee correct payment amounts every time.

Create professional documents efficiently, save time, and minimise errors by pre-filling fields before sending the agreement to the signer. For instance, you can enter details like the candidate’s name, job title, and compensation when extending a job offer.

Gain insights into document activity and make informed decisions by running, customising, scheduling, and downloading tailored reports for your account.

Add colleagues to send and manage agreements all on one account at no extra cost.

Owners and admins can manage team member permission settings and document access across the organisation account.

Detailed audit reports on your users’ activities, including sleeves sent, and templates completed.

Ensure consistency in your contracts and business by sharing frequently used templates with your team to standardise agreements.

Provide your team members with access to contracts and other documents by using shared folders and documents.

Assign a team member as your delegate to sign on your behalf when you're out of the office or to help manage workloads more efficiently.

Seamless and secure transfer of document access and ownership following organisational or team changes.

Streamline processes, eliminate errors, and ensure consistency through centralised management across your organisation.

Drop-down menus, radio buttons, approval buttons, clickable links, and read-only fields. Validate signer inputs in real time according to your specified criteria.

Add key information to your sleeves that facilitate the categorising process during reporting and tracking.

A document retention policy allows you to define the number of days completed, declined, and voided documents are stored before they are automatically deleted.

Send real-time agreement notifications to signers via sms or whatsapp, accelerating the signing process and enhancing the customer experience by using their preferred communication channels.

Conditional routing enables you to automatically direct a sleeve to different recipients based on the sleeve's data, removing the need for manual routing configurations or the use of multiple templates with individual routing setups.

Extra documents provide extra information, like legal disclosures or terms and conditions, without needing a signature. These are displayed separately during signing, and recipients must "view" or "read and accept" them before completing the signing process.

Improved document comprehension through ai integration, enabling users to ask specific questions and receive clear, concise answers before making crucial decisions.

Send a sleeve to a predefined group, allowing any one member to sign on behalf of the entire group. This feature is included in the advanced workflows suite.

Allow signers to have agreements witnessed electronically, either through the sleeve request process or via a dedicated video call session for witnessing.

Send an envelope with multiple files to various recipients, while controlling which specific files each recipient can view.

Introduce intentional delays between recipients of a sleeve to meet legal compliance requirements.