Envelope Management Overview

Envelope Management is the workspace used to review and manage agreement workflows generated from configured templates.

It supports the sending, tracking, and completion of electronic signature processes tied to onboarding, compliance, and related operational workflows.

Electronic signatures are executed through configured signer sequences and supported authentication flows, so agreement execution remains aligned with the institution’s control model.


What this supports

  • Template-based agreement workflows
  • Signer progression visibility
  • Electronic signature execution
  • Authentication-linked signing flows
  • Resend, void, redo, and completed agreement follow-up
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.