Help Center
What can we help you do?
Get task-based guidance for sending an Envelope, signing as a Recipient, tracking progress, and keeping your completed evidence.
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Start by role
I'm a Sender
Create an Envelope, complete your fields, deliver invitations, and follow progress.
I'm a Signer
Open your private link, match the Recipient email, complete your fields, and save the result.
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All categories
Every article in this pilot appears once in the eight categories below.
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Send your first Envelope
Create an Envelope, add Recipients and fields, complete the Sender step, and prepare invitations.
Understand Envelopes, Senders, Recipients, Signers, and audit trails
Learn the product terms, roles, states, links, and completion evidence used throughout the Help Center.
Send Envelopes
Upload a PDF and fix upload errors
Check file type, size, and PDF requirements before you upload from your device.
Add Recipients and assign fields
Add Signers by email and place Signature, Date, Text, or Stamp fields.
Sign as the Sender and send invitations
Complete the Sender step, then use the invitation delivery method for your plan.
Sign a document
Open and verify your private signing link
Confirm that the link is for your Recipient email before you open the signing page.
Sign a document from an email invitation
Review the PDF, complete your assigned fields, give consent, and finish signing.
Manage Envelopes
Understand Envelope statuses
Learn what each status means and identify the next available action.
Resend an invitation or completed documents
Choose the correct resend action and check its separate plan limit.
Verify & keep evidence
Save your completed PDF and audit certificate
Preserve both email attachments before the Envelope reaches the end of its short lifecycle.
Verify a completed document
Use the browser-based verifier to check a completed PDF against its audit evidence.
Account & plans
Free and Basic plan limits
Compare Recipient, monthly Envelope, invitation delivery, and resend limits.
Security & legal
Understand U.S. electronic signature legality and exclusions
Review federal baselines, consent rules, exclusions, and state-law questions.
Troubleshooting
Retry a document that did not finish processing
Restart final processing when all required signing is done but the files were not assembled.
Troubleshoot a failed verification
Find the first failed check, correct the inputs, and run the verifier again.