Creating an e-signature envelope

Walk-through

1. Open People > E-signatures > New envelope.
2. Source type — pick what kind of document this is:
   • Offer letter — fills in a built-in template (company name, role, start date, salary, manager). Useful if you don't have a pre-made PDF.
   • Contract — upload a pre-rendered employment contract PDF
   • NDA — upload a non-disclosure agreement PDF
   • Custom — anything else, upload a PDF
3. Title — what recipients see in the subject line (e.g. "Offer letter for Jane Doe").
4. Recipients — add one or more:
   • Name and email
   • Role: Signer (must sign), Approver (sign-off without an actual signature), CC (just receives a copy)
   • Sequence: leave at 0 to send to all simultaneously; use 1, 2, 3 for sequential routing
5. Expiry — defaults to 30 days; the envelope auto-expires if unsigned after this.
6. Click Save as draft to preview before sending, or Save & send to send straight away.

What recipients receive

• Existing Blankitt users (internal) — an email with a link that takes them to the document inside the app. They have to be signed in.
• People without a Blankitt account (external) — an email with a magic link to a public signing page. No account needed.

Both signing surfaces use a draw-with-your-finger or mouse signature pad.

After sending

The envelope detail page shows real-time status:

• Who's viewed but not signed
• Who's signed
• The full event timeline with timestamps

When everyone has signed, the system generates a final signed PDF with all signatures embedded and an audit certificate as the last page. You can download it from the envelope detail page.

See also

• Sending to external signers
• Reading the audit certificate
• Voiding an envelope and sending reminders