Envelopes
Track signers, copy links, and send reminders
Monitor signer progress on the envelope detail page, copy sign links, and nudge pending recipients.
5 min read
The envelope detail page is your control room after you send. Status, recipients, documents, and timeline events live on one screen so you can answer "Did the tenant sign yet?" without digging through email.
Open envelope detail
From Envelopes, click a row or open a folder tab and select an envelope. Detail shows the current status, folder, title, and created date at the top.
Vendor Agreement — Acme Corp
Monitor signing progress and manage this envelope.
Documents
2
Signed
1
Signers
3
Attachments
0
Signers (3)
Alex Morgan
alex@company.example
Jamie Lee
jamie@vendor.example
Taylor Reed
legal@company.example
Recipients and signer status
The recipients section lists each role with name, email, and progress. Sequential routing means later roles stay waiting until earlier roles finish. Check which step is blocking completion before you nudge anyone.
Send envelope vs Send Reminder
Send envelope starts the signing process when the envelope is Ready but not yet in flight. Send Reminder emails signers who still owe a signature after the envelope is Pending. Reminders go only to incomplete roles.
Copy sign links
Each role has a copy link action. Paste the URL to a signer who lost email or needs a mobile-friendly path. Links are unique per role. Treat them like credentials until the envelope completes.
Documents and timeline
Documents lists each PDF with view actions. Timeline records send, view, and sign events for a lightweight audit trail on the detail page. For compliance context see Security and the audit trail glossary entry.
Download completed PDF
When every required role finishes, status moves to Completed. Download the merged PDF for your records or upload it to a deal room.
Edit envelope
Choose Edit envelope to open the wizard for allowed changes. Draft and some pre-send states accept broader edits than envelopes already with partial signatures.
FAQ
Frequently asked questions
Short answers to the questions teams ask most often about this topic.
When do I see Send envelope vs Send Reminder?
Send envelope appears when the workflow is ready but not yet sent. Send Reminder appears after send when one or more signers have not completed their step.
Can I copy a sign link for one role only?
Yes. The envelope detail page lists each role with a copy link action so you can paste the URL into chat or SMS if email did not arrive.
How do I download the signed PDF?
When status is Completed, use the download action on the detail page to save the finished document with signatures applied.
Can I edit an envelope after I send?
Open Edit envelope from detail if the app allows changes for that status. Some fields lock after signers complete their step.
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Still need help?
Contact support or read the developer documentation.