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Use case

The pack that goes outwhen somebody says yes.

A new client or a new starter is rarely one document. It is one thing to sign and four things to read, and the part that goes wrong later is never the signature. It is whether anyone can show what else was sent.

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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

The three documents

Onboarding is a pack, and the three parts of it behave differently on purpose.

The thing they sign

The agreement, the contract, the terms. One document, sometimes two, and the only part of the pack anybody actually signs. It is merged, fixed at completion and named on the certificate.

The material they read

Your privacy notice, your complaints procedure, your service standards, an insurance certificate. Sent beside the agreement rather than stapled into it, because nobody signs a privacy notice and a signed file that claims they did is worse than no record at all.

The same pack, again

The next client, the next starter, the next placement. Built once as a template with its pack attached, then sent as many times as you need without anyone rebuilding it from the last one.

What the pack carries, and what stays where it is

The half of onboarding this covers is the paperwork: the agreement to be signed, the terms and policies to be read, the order they go out in, who has to see what, and the record afterwards of which of them each person actually opened.

The other half, which is collecting and checking evidence about a person, stays in whatever you use for it today. A recipient reads what you send and signs what you ask them to sign, so anything that has to come back from them, or be verified about them, happens elsewhere and keeps its own records.

How it works

The work in onboarding is not the signing. It is the assembling: finding the current version of the terms, remembering that this kind of client also gets the fee schedule, chasing the one person who has not replied, and then having no idea, three months later, which of the four documents anybody actually looked at.

  1. Build the pack once

    A template holds the document to be signed, where the fields sit on it, and a named set of supporting material attached to it. Assembling a pack for a new client stops being a job somebody does from memory.

    templates/…

    Template

    Template nameClient engagement packCategoryOnboarding
    Documents
    Engagement letter and schedules.pdf(7 pages)

    Roles: client, partner

    Supporting documentsClient welcome pack (3 items)

    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

    A template with its pack attached: the document to be signed, and the named set of material to be read alongside it. Composed from a test template; the three items in the pack are the ones step 4 reports on.

  2. Name who has to see it, and in what order

    Several recipients on one pack, in sequence where the order matters and in parallel where it does not. A person who only needs a copy gets one without being asked to sign anything.

    envelopes/new

    Add your recipients

    Who signs, who only needs a copy, and whether they are asked together or in turn.

    How should recipients sign?

    ParallelAll recipients sign at the same timeSequentialRecipients sign one after another

    Recipients

    • Signer 1signer_1Order: 1
      Emailj.okafor@okafordesign.exampleNameJ. OkaforRoleSigner - Must sign
    • Signer 2signer_2Order: 2
      Emailr.hartley@hartleyandco.exampleNameR. HartleyRoleSigner - Must sign
    • CCOrder: 3
      Emailaccounts@okafordesign.exampleNameAccounts, Okafor Design LtdRoleCC - Receives copy
    The Recipients step with a sequential order: the client signs first, the partner countersigns second, and a third address receives a copy without being asked to sign. Composed from a test envelope.

  3. Send it as one thing

    One email, one link, one page for the recipient. The material to be read sits beside the document to be signed rather than as four attachments they have to keep track of, and the covering note can point at a specific one by name.

    sign/…
    Hartley & Co

    Letter of engagement 2026/27

    Accepting proposal PROP-004 from Hartley & Co, sent by R. Hartley

    2 of 3 fieldsStartDecline
    1 required field remainingFinish
    The signing page's header, with one required field still to fill. Composed from a test document; the document itself, and the material to be read listed under it, are below the frame.

  4. See what was actually opened

    Per recipient, per document: who opened what, when, and how many times, with automated fetches from mail scanners excluded so the count means something.

    Supporting documents

    What was sent alongside, and who has read it.

    • Terms of business
      • J. OkaforOpened 04/06/2026 10:52, 2 times, downloaded
    • Privacy notice
      • J. OkaforNot opened
    • Complaints procedureHosted elsewhere, not recorded
    The sender's record of who opened what. Composed from a test pack: one document read and downloaded, one not yet opened, and a link to the company's own website, which is not recorded because it never reaches us.

What you can produce afterwards

Two different records come out of one pack, and keeping them separate is the whole design. The signed agreement produces a certificate: each signature with its time, the person who made it and their IP address, plus a fingerprint of every file that was merged. The completed file cannot be edited afterwards.

The material that was only read produces something weaker and more useful than people expect: that this named person opened this document, at this time, this many times. It is not a claim that they agreed to it, and it is not on the certificate, because it is not part of what was signed. It is the answer to the question that actually gets asked, which is whether they were given the terms at all.

Signed, and fixed

The certificate arrives with the completed document rather than filed somewhere separate, and every step is written into an append-only record whose head is anchored to independent timestamping authorities each night.

Read, and recorded

Opens are counted per recipient and per document, with automated fetches excluded. Anything you link to on your own site is marked as hosted elsewhere and not recorded, because we will not print a count we cannot stand behind.

Verify a document →

CecurSign

Certificate of Completion

Completed

Envelope information

Envelope ID
9c1f2a34-5b6d-4e71-8f90-2ad4c6e13b58
Subject
Letter of engagement 2026/27
Created
04/06/2026 09:12 UTC
Sent
04/06/2026 09:14 UTC
Completed
05/06/2026 16:41 UTC

Documents

Engagement letter and schedules.pdf (7 pages)

SHA-256: a4f1c9e0b7d3

Signers and recipients

  • R. Hartley (Signer)Signed 04/06/2026 11:02 UTC
  • J. Okafor (Signer)Signed 05/06/2026 16:41 UTC

Scan to verify

Envelope ID

9c1f2a34-5b6d-4e71-8f90-2ad4c6e13b58

The certificate a completed onboarding pack produces. Shown with details from a test document.

What firms ask before they move

The first two are the ones that decide whether the rest is relevant.

Can the client send documents back to us?
No. This is the single most important thing to know before you buy, so it is not buried further down: a recipient can read what you send and sign what you ask them to sign, and there is no way for them to return a file through us. If your onboarding depends on getting a passport scan or a certificate back, you need something else for that step, and you should keep using whatever you use today. We would rather lose the sale here than at the end of your first month.
Do you verify identity, or run any kind of client due diligence?
No, none. There is no identity check, no document authentication, no sanctions or politically exposed person screening, and no anti-money-laundering feature of any kind in this product. If you are in a supervised sector, your due diligence happens before the engagement letter, in whatever you already use for it, and nothing here changes that sequence or takes any part of it over.
Why not just attach the policies to the email?
Because an attachment tells you nothing afterwards. Six months later the question is not whether you sent your terms of business, it is whether that person opened them, and an email with four PDFs stapled to it cannot answer that. Sending them as supporting material instead means each one is served to that named recipient behind their own link, and each read is recorded against them. There is a second reason: attachments get bounced, stripped and truncated by mail systems you do not control.
What if we host our policies on our own website?
You can link to them instead, and we will tell you plainly that we cannot see whether anyone read them. A link to your own site opens on your server, so no request reaches us: the panel says the document is hosted elsewhere and not recorded, rather than showing zero opens, which would be claiming something we do not know. Upload the ones where the record matters and link the ones where it does not.
Is a supporting document signed, or agreed to?
Neither, and the product is careful about it in ways that go further than wording. Supporting material is never merged into the signed file, never named on the completion certificate and never carries a signature field. What is recorded is that a named person opened it, at a time, which is a different claim and an honest one. If something genuinely has to be agreed rather than read, it goes in the pack as a document to be signed.
Can we require something more than an email link?
Yes. A recipient can be required to enter a code you have given them, or a code sent to their mobile, before the pack opens. Which one is right depends on what is in it: a code by text is stronger, and a code you agreed with the client on the phone is often more practical for a document going to somebody whose mobile number you do not have.
Fifty new starters in a week. Is that fifty sends?
No. One template, one list, and every person gets their own pack with their own link, their own signature and their own certificate. They are separate records rather than one document with fifty names on it, which is what makes each one usable on its own afterwards.

See the document itself

The whole thing, section by section, with the priced schedule attached. Free to read, and nothing to sign up for.

These show structure rather than wording, and where your professional body publishes model wording you should use theirs. Every one we publish is in the specimen gallery.

The same job, in your own vocabulary

Each of these names the documents, the rules and the objections as that industry writes them.

Staffing and recruitment agencies

The same pack out to every placement, with a record that the terms were agreed and when.

For staffing agencies

Care providers

The contract of care sent before admission day, so a family reads it somewhere other than a corridor.

For care providers

Estate and letting agents

The letter of engagement signed before the instruction starts, with the audit trail a regulator asked for in writing.

For estate and letting agents

IT managed service providers

The master agreement signed once, the per-seat schedule reissued when the seat count moves.

For managed service providers

What to read next

The parts of the help centre this page assumes, in the order you would meet them.

Everything else is in the help centre.

Build one pack and send it to yourself

Put your real terms and your real policies in it, and look at what the recipient sees.

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No credit card required.