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 up to 500 signers per batch via CSV file upload
- Each invitation generates a unique, time-limited signing link
- Track invitation status:
PENDING,ACCEPTED_FULL,ACCEPTED_PARTIAL,REJECTED,VOIDED,EXPIRED - 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 both a name and an email column — up to 500 rows per upload.
Example format:
name,emailAlice Smith,alice@example.comBob Jones,bob@example.comCarol Lee,carol@example.comRelated
Section titled “Related”- Signer Experience — What signers see when they click the link
- Containers & Documents — Publish a version before inviting signers