Originating a document

When you land on the Dashboard, the left-hand panel is the primary place from which you can initiate documents or envelopes for signing. This section provides multiple initiation options; each designed for a specific type of signing workflow.

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Create an Envelope

The Create an Envelope option allows you to initiate a signing workflow from scratch, without relying on predefined templates.

Using this option, you can:

• Upload one or more documents

• Add internal and/or external recipients

• Define signing order and roles

• Place signature and form fields dynamically

• Configure authentication, notifications, and optional compliance steps

This option is best suited for custom, ad-hoc, or one-time signing workflows.

For detailed steps, refer to the Creation of an Envelope section.