Send a document for signature
Upload a PDF, assign signature and supporting fields, send a secure invitation, and keep the completed document in the same envelope record.
Use cases
Start with the action your document needs.
Different industries use different forms and agreements, but many document processes reduce to the same operational needs: identify the people involved, assign their actions, control the order, follow progress, and preserve the result.
Collect an approval
Assign approvers when a document needs review or authorization without requiring every recipient to sign the document itself.
Run sequential approvals
Activate recipients by routing order when one signer or approver must complete their step before the next party can act.
Coordinate multiple organizations
Combine customers, suppliers, partners, contractors, colleagues, managers, and copy recipients in one visible workflow.
Standardize recurring paperwork
Save reusable templates for documents your organization sends repeatedly so recipients, routing, and field structures do not need to be rebuilt each time.
Track outstanding actions
See document and recipient progress so teams know whether a workflow is waiting, being reviewed, completed, declined, expired, or voided.
Give external recipients a focused experience
Let recipients act from a secure document-specific link instead of requiring access to the sender's internal workspace.
Preserve completion evidence
Keep the completed PDF, document hashes, linked audit history, and downloadable audit certificate associated with the final envelope.
See how these workflows apply within your industry.
Browse industry examples for a more specific view of the documents, parties, and operational context around the same core workflow.