Envelope

This represents a container used to send one or multiple documents to recipients. The envelope has information about the sender and timestamps to indicate the progress of the delivery procedure. It can contain collections of documents and recipients.

Draft

A draft is a envelope which wasn't sent for signing yet.

Document

A PDF document that is to be delivered, representing the content to be reviewed and/or signed by one or more recipients.

Recipient

A person which usually signs the documents. Please see here for more details.

Template

A pre-set envelope with specific documents, recipients , recipient routing order, recipient authentication and signing fields. Templates can also contain set signing instructions for the document and signature attachment requests. Templates can be set to allow the sender to make some changes before sending the envelope.

SignGroup

A predefined list of signers. Any person on that list has the possibility to open, sign and complete the signing process. SignGroups can only be used in serial envelopes.

Profile Signature

The profile signature is your signature image that can be used to sign ClickToSign and DrawTypeToSign.