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

Someone who receives the envelope and, depending on the settings, can sign the documents. There are 2 types of recipients supported by the Bulksign platform :

  • Signer : which sign documents.
  • Automatic Signer :
  • Receives Copy : will receive the final documents after are signed.

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.