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Prepare agreements, collect signatures, and check the authenticity of completed documents. This documentation explains the application in everyday language and provides a separate reference for developers.
New here? Start with Getting Started, then follow Send Your First Agreement. If you received a signing invitation, go directly to Sign an Agreement.
| I want to… | Read this guide |
|---|---|
| Create an account and find my way around | Getting Started |
| Prepare and send my first document | Send Your First Agreement |
| Upload, search, clone, archive, or download agreements | Agreement Management |
| Add signatures, dates, and other fillable fields | Document Editor and Fields |
| Request approval, choose signing order, or send a reminder | Workflow Engine and Signer Portal |
| Sign or decline a document sent to me | Sign an Agreement |
| Reuse a document layout | Template Management |
| Invite colleagues and manage a workspace | Organization and Tenancy |
| Change my profile, password, MFA, or session preferences | Authentication and Identity |
| Check a signed document | Cryptographic Signing and Verification |
| Connect another application | Webhooks and REST API Integration |
| Look up endpoints and request formats | REST API Reference |
| Understand records and safe handling | Security and Audit Trail |
| Resolve an error or unfamiliar term | Troubleshooting · Glossary |
- Prepare: upload a document, write one, or start from a template.
- Place fields: tell each recipient where to sign and what information to enter.
- Review: request internal approval when your process needs it.
- Send: select recipients, signing order, and an optional expiry date.
- Sign: recipients open their private invitation, review the document, and complete their assigned fields.
- Retain and verify: download the completed file, retain the supporting records, and check its verification result.
An agreement is the document and its workflow. The integration API calls the same underlying record a document. A template is a reusable starting point; creating an agreement from it produces a separate draft.
The current application includes PDF and Markdown editing, recipient fields, internal review, parallel and sequential signing, signer email verification, templates, search and filter presets, version history, workspace membership and roles, profile and session settings, authenticator MFA, certificates, public verification, document REST endpoints, and webhook subscription management.
Availability depends on your role, workspace type, enabled features, and deployment configuration. Read Feature Availability for important differences between visible controls, implemented APIs, and services requiring operator configuration.
Use the application, browse the source project, or report an issue. Keep private documents, credentials, and signing links out of public issue reports.
Documentation home · Getting started · Troubleshooting · Feature availability
Reviewed 3 October 2026.
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Using the application
Account and administration
Developer documentation
- API quick start
- REST API reference
- Agreement and workflow API
- Template API
- Account and organization API
- Search API
- Certificates and signing API
- Webhooks and integrations
- Feature availability
Help