eSign is the platform's electronic signature tool. It packages one or more documents into a signable envelope, routes the envelope to one or more signers via a unique link, collects their signatures and field values, and produces a final flattened PDF. Every step is logged in an immutable audit trail.
Who Uses eSign
eSign is used directly by staff who need to send documents for signature, and also by other products on the platform — Legal, Build, CRM, and AMS — which create envelopes automatically when their workflows require a signature. In all cases, signing happens through the same eSign engine.
Signers do not need an account on the platform. They receive a link via email and sign through a public page.
Legal Validity Overview
eSign captures the following for each signer event: the signer's IP address, user agent, timestamp, and a complete event history (viewed, signed, or declined). This information is stored in an immutable audit trail on the envelope. The audit log and the final flattened PDF together constitute the signature record.
The specific legal standing of electronically signed documents depends on your jurisdiction. eSign provides the technical record; your legal team determines whether that record satisfies the requirements for your specific document type.
Key Concepts
- Envelope — the signable package. Contains one or more documents, the field placements, and the list of signers.
- Document — a file (such as a contract or form) within an envelope. You place signature fields on each page.
- Signature field — a positioned element on a page that a signer fills in. Types: signature, initials, text, date, and checkbox.
- Signer — a person who must sign the envelope. Each signer gets their own unique link.
- Audit trail — the complete event log for an envelope: created, sent, viewed, signed, declined, completed, voided, expired, and reminder sent.
Frequently Asked Questions
Do signers need an account? No. Each signer gets a unique URL with a token. No password or login is required.
Can one envelope have multiple signers? Yes. Signers can be set up in order (each signer goes after the previous one completes) or in parallel (all signers can sign at the same time).
What happens after everyone has signed? The envelope status changes to Completed. You can then generate the final flattened PDF from the envelope.