What is Envelope?

A container for a document (or set of documents) plus its signers, routing rules, and signing status.

In eSignature platforms, an "envelope" is the unit of work: it bundles one or more PDFs, the recipients who need to sign, the routing rules (sequential or parallel), the fields placed on the document, and the live signing status. The envelope is what you send, track, and download — analogous to a physical mailing envelope holding the contract and recipient list. PDF Verified surfaces envelopes as the default view in the inbox so you see signing progress at a glance instead of scrolling per-document.

What goes into an envelope

Documents (one or many PDFs combined for signing), signers (with name, email, phone, role), routing (parallel — everyone signs in any order; sequential — signer 2 unlocks after signer 1 signs), fields (signature, initials, date, text inputs placed by drag-and-drop), and message (the email/WhatsApp copy that goes to signers).

Envelope lifecycle

Draft → Sent → In progress → Completed (or Declined, Voided, Expired). Each state transition is logged in the audit trail. Sent envelopes can be reminded, voided, or have signers added/removed up until the first signature lands.

PDF Verified envelope view

Outbox shows envelopes you sent; Inbox shows envelopes awaiting your signature. Both group by status (Action required → Waiting on others → Completed) so the things that need your attention surface first.