Signer-specific fields
Each recipient sees the fields, required actions, and documents assigned to that signer.
Signing
Give recipients a focused signing experience with required fields and available access controls.
Signature request completedSignature request completed by Jordan Lee: Engagement Letter
What it does
A practical part of the firm’s workflow.
When a signature request is active, each recipient receives a focused view of the documents and fields assigned to that signer. The experience guides required completion, supports review or decline, and records available lifecycle events without presenting access checks as identity certification.
Guided progress
The signing view can show remaining required work and the actions available at the current stage.
Completion or decline
A recipient can complete assigned signing steps or use the available decline workflow.
How it works
What the team can expect.
Open the intended invitation
Use the request access path supplied to the recipient and complete the available access check.
Review and complete
Read each document, confirm prefilled information, and complete all required assigned fields.
Submit the signer step
Finish or decline the request, then retain any confirmation made available to the recipient.
Make the next step obvious for every signer.
Keep required fields, access steps, and completion actions focused and clear.