What is Signer?

A party invited to sign a document, identified by name, email or phone, and the role they're signing as.

A signer is anyone, internal team member or external counterparty, invited to add their signature, initials, or other field input to a document. Each signer is identified by a name, an email or phone number, and a role (e.g. Tenant, Landlord, Witness). PDF Verified assigns each signer a unique color in the editor so when you drag a signature field onto the document, it's instantly visible whose field it is.

Signer roles and color coding

Roles default to "Signer" but can be customized (Approver, Witness, Counter-signer, CC). PDF Verified assigns colors by signer index, first signer blue, second amber, third green, etc., and tints every field placed for that signer so the editor is unambiguous.

How signers are notified

PDF Verified offers four channels per signer: email (default, with branded HTML template), WhatsApp (signed link sent via WhatsApp Business API), copy link (the owner shares manually), and access code (a 6-digit OTP shown only to the owner, who relays it to the signer for in-person scenarios).

Removing a signer

A pending signer can be removed at any time. A signer who has already signed cannot be removed, their signature and audit trail entries are preserved. Voiding the envelope is the only way to "undo" a signed signer.