Creation of an Envelope
How can the users upload a document and initiate an envelope?
Creating an envelope in emSigner is the process of packaging documents and defining how they will be signed from start to completion. emSigner supports three signing flows to accommodate different use cases:
Only I Will Sign – for self-signing documents
I Will Sign with Others – for documents where the sender is also a signer
Only Others Will Sign – for documents signed solely by external recipients
Envelope Creation Steps
Select the Signing Flow Choose one of the three supported flows based on who needs to sign the document:
Only I Will Sign: the sender signs the document themselves.
I Will Sign with Others: the sender and one or more additional recipients sign the document.
Only Others Will Sign: only external recipients sign; the sender does not sign.
Upload Documents Upload one or more documents to be included in the envelope. All documents within the envelope follow the same workflow.
Add Recipients Define recipients such as signers, approvers, or CC. For each recipient, configure identity details, role, and authentication method.
Configure Signing Order Specify whether recipients sign sequentially, in parallel, or hybrid, based on business and approval requirements.
Place Fields Add and assign fields (signature, initials, date, text, checkboxes, etc.) to the relevant recipients. Each recipient can only act on their assigned fields.
Review and Send Review the envelope setup and send it for signing. emSigner notifies recipients and manages the signing process automatically.
Track and Complete Track the envelope through its lifecycle—sent, viewed, signed, and completed. Once all required actions are completed, emSigner finalizes the documents with a secure audit trail.
This flexible envelope flow allows emSigner to support self-signing, collaborative signing, and third-party signing scenarios, both through the user interface and via APIs, while maintaining security, compliance, and traceability
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