- Create legal obligations
- Serve as evidence of intent
- Confirm knowledge and understanding
- Authorize specific actions or commitments
The signer’s ceremony
The signer interacts with the envelope through the signer’s ceremony, a guided session where they complete all required signing actions. At the start of the ceremony, the signer must consent to using electronic signatures. This consent is legally required in most jurisdictions for electronic signatures to be valid.
After consenting, the signer reviews the documents. If input places are assigned to the signer (such as text boxes or checkboxes), the signer fills them in.
When ready, the signer clicks the place where their signature or initials is expected.
The signer chooses how to sign: by typing their name or by drawing their signature. The signer adopts this symbol as their signature.
After completing all required places, the signer clicks Finalize to finish the ceremony.
All steps of the signer’s ceremony are recorded in the audit log. This log is attached to the signed documents in the deliverable.
Workflow example
Signer receives the invitation
The signer receives an email invitation (if
delivery_type is email) or accesses the ceremony URL directly.Signer completes their ceremony
The signer consents to electronic signatures, reviews documents, fills in any input places, and adds their signature.
Creating an envelope with a signer
Specify"type": "signer" for recipients who must sign the document.
Assigning places to a signer
Places are assigned to a signer using therecipient_key property. A signer must have at least one signature or initials place. Signers can also have text inputs, checkboxes, and other place types assigned.
Delivery type
Thedelivery_type property controls whether the completed deliverable is automatically emailed to the signer. The default is email.
Set delivery_type to none when your application distributes the signed documents itself. This is common when embedding the ceremony in your web app or delivering signing links via SMS.
Signature options
Thesignature_options array controls which signing methods are available. The first item in the array is shown as the default.
| Option | Description |
|---|---|
typed | The signer types their name. It is pre-filled from the recipient’s name property. |
drawn | The signer draws their signature using a mouse, stylus, or touchscreen. |
typed shown first. To allow only drawn signatures, set signature_options to ["drawn"].
Next steps
- Recipient lifecycle - Understand recipient status transitions
- Create a ceremony - Customize how the signer accesses the envelope
- Approver - Add a reviewer who approves without signing
- Preparer - Add a recipient who fills in fields before signing
- Create an envelope - Include signers in a new envelope