Data Retention & Expire Policies
Decide how long an envelope stays active before it expires on its own, so old ones don't pile up on dashboards or cause mix-ups. Retention rules keep you aligned with operational standards and your data manageable.
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Send and Track Document Packets
Bundle related files into one guided signing request and follow every step
Key benefits
- Automatic expiry
- Identity verification
- Full audit trail
- Guided signing
Ideal for
- Contract signing workflows
- Multi-party agreements
- Sequential approvals
- Regulated document delivery
5 capabilities
What Document Packets includes
Send one document or a bundle of them as a structured package for data entry or signing. Retention rules, expiry settings, and identity verification are built in, so each envelope stays secure and on the right side of your compliance requirements. Admins set the sender behavior, routing, and delivery rules once and every send follows them. Recipients get a clean, guided flow that leaves little room for confusion or error. Every step, from sent to viewed to signed to expired, is stamped with a time, so it's easy to follow up and clear the holdups. It fits any process that moves through several document steps in order.
Recipient Privileges & Restriction Policies
Set what recipients can do, like turning off downloads or locking certain fields, to give them a guided, secure path through the document. Sensitive data stays protected, and people only touch what they're meant to.
Envelope Sending & Delivery Policies
Automate routing, notifications, and sending behavior so envelopes go out the same way every time. A workflow that once took several manual steps becomes one predictable action, which saves time and cuts errors.
Identity Verification & Authentication
Require an OTP or email check before anyone can open an envelope, so only the right person views or signs it. This is the kind of safeguard sensitive and regulated work depends on.
Auditing & History Policies
Every envelope action, from sent to signed to expired, is logged, so admins can walk the whole timeline to find delays or compliance gaps. The record holds up to legal-grade scrutiny.
How it works
How to send an envelope
Put one document or a set of them in an envelope, set who signs and when it expires, then send it. Each envelope keeps a timestamped record from send through completion.
- 1
Add the documents
Upload a file or start from a template. An envelope can hold a single document or a group that belongs together, such as a contract packet or an onboarding set.
- 2
Set routing and access
Choose who receives the envelope and in what order. You can lock fields, turn off downloads, or limit what each person can change so they only handle their part.
- 3
Set expiry and retention
Decide how long the envelope stays open. When that window ends, it expires on its own so unfinished requests do not sit on dashboards.
- 4
Add identity checks if you need them
Require an email confirmation or OTP before the envelope opens. Use this when the file is sensitive or you need to show that the intended person opened it.
- 5
Send and track it
Send the envelope. SignPaperless logs each step: sent, viewed, signed, or expired. Use that history to follow up or to produce a record if someone asks.
FAQ
Questions & answers
Straight answers about sending envelopes, signing without an account, expiry dates, and audit records.
An envelope is the package you send for signing or data entry. It can hold one document or several, along with the rules for that send: who receives it, how long it stays open, and what each person is allowed to do.
Yes. Recipients work through the packet in one pass instead of getting a separate request for each file. That is the usual way to send contracts, onboarding paperwork, or any set of forms that belong together.
No. They open a link and complete the envelope in the browser. You can still require an email check or OTP before it opens if you want to confirm who is signing.
Yes. Set how long it stays active. After that date it closes, which keeps old requests from piling up. You can see expired envelopes in the history and send a new one if you still need the signature.
Every action is logged with a timestamp: sent, viewed, signed, or expired. Admins can walk that timeline when a client, reviewer, or auditor asks for the record.
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