E-signature
One template.Every copy signed.
Turn onboarding packs, contracts, mandates and consent forms into reusable templates. Send one to a person or a hundred and get each completed document back with its own reminders, audit trail and certificate.
No credit card required.
Template
New starter pack
4 documents · roles: new starter, line manager
Sent to 3 people. Each gets their own document, their own reminders and their own completed record.
- A. Nowak02/06/2026 08:51Completed
- D. Mensah02/06/2026 14:20Completed
- S. ByrneReminder sentSigning
Send a document for signature
Upload a document, place the fields and send it for signature. Or sign it yourself, when there is nobody to send it to.
Upload what you already have
PDFs, Word documents and images. Word files are converted for you, so you do not have to make a PDF first. One send, of one or more documents to one or more people, is an envelope: the word you will see in the app and on the pricing page.
Place the fields
Signature, initials, date, text, checkbox and dropdown, dragged where you want them. Each field belongs to a named person.
Decide who does what
Signers sign, viewers only read, and people who just need a copy get one. Set which of them has to act.
One at a time, or all at once
Send to everyone together, or in an order, so the second person is only asked once the first has signed.
Or sign it yourself, with nobody else on it
Self sign is for the document only you have to sign. Place your own fields and sign it in the same sitting, with no email sent and nobody to wait for. It still produces the same audit trail and the same certificate.
Add your recipients
Who signs, who only needs a copy, and whether they are asked together or in turn.
How should recipients sign?
Recipients
- Signer 1signer_1Order: 1Emailj.okafor@okafordesign.exampleNameJ. OkaforRoleSigner - Must sign
- Signer 2signer_2Order: 2Emailr.hartley@hartleyandco.exampleNameR. HartleyRoleSigner - Must sign
- CCOrder: 3Emailaccounts@okafordesign.exampleNameAccounts, Okafor Design LtdRoleCC - Receives copy
Signing something yourself is a job of its own rather than a smaller version of sending one, so it has its own page: what self sign does, and what it records.
Send it again, and again
Save the documents, fields and signing order once, then reuse the same pack for each new recipient.
Templates with roles, not names
Save a document once with its fields and its roles (“new starter”, “line manager”), then fill in who those people are each time you send it.
Send to a list
One template, many recipients, each getting their own separate document to sign. Not one document everybody signs.
A contact book that fills itself
People you have sent to before are there next time, so you are not retyping an email address you have already used twice.
Folders, so it can be found later
Organise by client, cohort or month. The point is the person who has to find it in eighteen months, who may not be you.
Template
Roles: client, partner
Client welcome pack
3 items, on 1 template
Terms of business
Terms of business 2026.pdf
Privacy notice
Privacy notice.pdf
Complaints procedure
Link to your site, https://hartleyandco.example/complaints
Make sure the right person signed
You can require an access code before someone opens a document: a short code you give them yourself, by phone or in person. It never appears in the email, or it would not be a second check. Five wrong attempts locks the document for fifteen minutes, and every attempt is recorded.
At the moment of signing, the time, the IP address and the browser are recorded, and recorded inside the protected record rather than beside it, so the metadata is as tamper-evident as the signature itself.
What this is not: an identity-document check. We do not photograph a passport or run an identity service. If your obligation requires that, do it the way you do today and use this for the agreement itself.
Prove it later
Every event is chained cryptographically to the one before it. Checking the chain does not just pass or fail: if something has been altered it names the exact point where the chain broke.
Every completed document gets a certificate listing each signature with its time, actor and IP, a fingerprint of every document, and a QR code. Anyone can use it to check the document themselves, with no account and without coming back to you.
If a document is ever questioned, the evidence pack is one download: the originals, the signed version, the certificate, the full audit trail and every signature image.
This document’s verification passed
The signing process is complete and the recorded audit chain is intact.
- Sent by
- Hartley & Co
- Document
- Letter of engagement 2026/27
- Recipients
- 2
- Audit events
- 14
- Signing completedConfirmedThe envelope reached its completed signing state.
- Audit chain intactConfirmedAll 14 events recomputed without a break.
- Certificate recordedConfirmedA completion certificate is available for this envelope.
Keep everyone chased without doing it yourself
The unglamorous part, which is most of the working week.
Reminders that send themselves
Recipients who have not acted get chased automatically, so following up is not a recurring task in your calendar.
An expiry date
Set how long a document stands. It closes on its own rather than sitting open indefinitely.
Withdraw or decline
Void a document you sent by mistake, and see it when a recipient declines, with the reason they gave.
Recipients
Everyone is asked at the same time.
- R. HartleySignerr.hartley@hartleyandco.exampleSignedSigned 04/06/2026 11:02
- J. OkaforSignerj.okafor@okafordesign.exampleViewedViewed 04/06/2026
- Accounts, Okafor Design LtdCCaccounts@okafordesign.exampleSent
Your company's name on it
Add your logo and colour, set the name emails come from, and edit the wording recipients receive. What your client sees looks like it came from you.
To be precise about the limit: this is your branding applied to our product, not a white-label. The signing pages are branded, not unbranded.
Fit it into how you work
There is a REST API with scoped keys, and webhooks that fire as documents are sent, viewed, signed, declined and completed, so your own systems can react without anyone re-keying anything.
Questions about sending for signature
Can people sign on a phone?
Do recipients need an account?
What happens if someone declines?
Can I send Word documents?
Send one and see what comes back
Upload something you already send and put it through end to end.
No credit card required.