Signing Invitations
Signing invitations are how you send a document to someone for review. Each invitation generates a unique, time-limited token link delivered by email. The signer clicks the link and reviews the document — no account required.
Key Capabilities
Section titled “Key Capabilities”- Invite individual signers by email address
- Bulk invite signers via CSV file upload (RFC 4180 compliant)
- Each invitation generates a unique, time-limited signing link
- Track invitation status: pending, viewed, completed
- View per-clause acceptance/rejection decisions for each signer
- Full audit trail for each signing event: IP address, user agent, and timestamp
Bulk Invitations via CSV
Section titled “Bulk Invitations via CSV”To invite multiple signers at once, upload a CSV file with one email address per row. The CSV must be RFC 4180 compliant.
Example format:
emailalice@example.combob@example.comcarol@example.comRelated
Section titled “Related”- Signer Experience — What signers see when they click the link
- Containers & Documents — Publish a version before inviting signers