Signature Invitation

What Is a Signature Invite?

A signature invite is a secure email sent to each recipient, containing a unique signing link. It directs the recipient to their designated fields, allowing them to review and sign the document. Each invite is tracked to ensure accountability.

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Sending Invitations

When a document is generated from a template with an eSignature delivery configured, Docupilot automatically sends signature invites to all assigned recipients based on the envelope configuration.

Signing Link Validity

Each recipient’s Signing link remains valid for up to 5 days or until the envelope is completed / voided / declined / expired. When a signing link expires, the recipient can request for a new signing link using the Resend Link button shown when they open the expired signing link. New Singing links are automatically sent if the reminders are configured for an envelope.

Notifications

Docupilot sends automatic email notifications to keep all parties informed:

User Type	Notification Triggered When…
Sender	Envelope is Sent successfully to signer Envelope sending to signer fails Envelope is signed by a signer Envelope is declined by a signer Envelope is fully signed
Recipient	Invited to Sign (in case of ordered signing, a recipient will receive invite when it's their turn to sign) Reminder emails to Sign an Envelope Sender voids an Envelope Envelope is fully signed
CC	Envelope sending to signer fails Envelope is voided by sender Envelope is signed by a signer Envelope is fully signed