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Docusign

Docusign eSignature sends documents to named recipients and tracks their progress in an envelope.

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What belongs in an envelope?

An envelope groups documents, recipients and signing instructions. Decide who signs each document and when the app should treat the entire envelope as complete. The developer account is for building and testing. Check your production API plan separately, including how it counts envelopes.

Which files should you keep after everyone signs?

The REST API can return separate files or a combined PDF. The combined PDF omits the Certificate of Completion by default unless you request it. You can also get the certificate separately or use the archive option. Decide which files your organization needs and verify that both document and certificate are present.

When would a two-person request be complete?

Draw a fictional agreement, two recipient roles and the signing order.

  1. Mark the waiting state
    After only the first person signs, leave the envelope waiting for the other person.
  2. Check the final files
    Sketch the document and completion certificate with the same envelope reference.