Signer

A Signer is a type of Recipient who must add their signature or initials to a document.

Depending on the contents of the document, the signer’s signature may:

• Create legal obligations
• Serve as evidence of intent
• Confirm the signer’s knowledge and understanding
• Authorize specific actions or commitments
• Fulfill other purposes as defined in the document

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Signer’s Ceremony

The signer interacts with the envelope and its documents through the ** Signer’s Ceremony**.

At the start of the ceremony, the signer must agree (consent) to use electronic signatures. This consent is legally required in most places for electronic signatures to replace traditional ink-and-paper signatures.

After consenting, the signer reviews the documents. If needed, the signer fills out input places, such as text boxes or checkboxes.

When ready, the signer clicks the place where their signature or initials is expected.

Clicking this button opens a box where signers can draw or type their signature. The signer adopts this symbol to be used as their signature.

After filling out all required places, the signer finishes the ceremony by clicking Finalize.

All steps of the signer’s ceremony are recorded in the audit log. This log is added to the signed documents included in the deliverable.

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Next Steps

Reference links.