Envelopes

Envelopes#

Envelopes are individual signing requests. They represent a specific instance of a workflow sent to real recipients.

Creating an Envelope#

1. Navigate to your project's Envelopes tab
2. Click New Envelope
3. Select a workflow
4. Fill in recipient details (name, email)
5. Fill in any workflow variables
6. Review and send

Envelope Lifecycle#

Every envelope moves through a defined lifecycle:

Created → Sent → Viewed → Signed → Completed
                                  ↗
                   Declined ←────┘
                   Expired ←────────┘

Status Tracking#

| Status | Description | | ------------- | ---------------------------------------------- | | Created | Envelope prepared but not yet sent | | Sent | Email delivered to recipients | | Viewed | At least one recipient has opened the document | | Signed | All recipients have signed | | Completed | Fully executed, documents finalized | | Declined | A recipient declined to sign | | Expired | Signing deadline passed |

Audit Trail#

Every envelope maintains a complete audit trail recording:

• When emails were sent
• When documents were viewed
• When signatures were applied
• IP addresses and timestamps
• Any declines or voids

Downloading Completed Documents#

Once all parties have signed, download the completed document with embedded digital signatures from the envelope detail page.