Introduction to eSignatures

Learn about eSignatures and key terminologies

What Are eSignatures?

eSignatures, or electronic signatures, allow individuals to sign documents digitally, eliminating the need for physical paperwork. They are legally recognized and secure.

Docupilot supports Advanced Electronic Signatures (AES), which comply with legal standards and include added verification, audit trails, and signer authentication to ensure trust and validity.

What Is an Envelope?

An envelope refers to a document or group of documents sent out for signing. It includes:

• the document(s) to be signed

• signer details

• signature fields

• reminder and expiry settings

Each envelope in Docupilot gets a unique identifier, which is used to track its progress from start to finish. This envelope ID appears on all pages of the document(s) sent for signing.

What is an Audit Trail?

Audit Trail is a Document that shows the activity log of all the actions happened on an Envelope. For example, sent-viewed-signed-completed/declined, etc. This Audit log document bears the Envelope ID and acts as a proof of what stages Envelope has gone through.

Roles in an Envelope

• Sender: The user who initiates and sends the document for signing.

• Recipient: The individual(s) who are required to sign or fill fields in the document.

• CC (Carbon Copy): Individuals who receive a copy of the envelope for visibility, but do not participate in signing.