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Envelopes
Getting Started
Envelopes
Envelope Basics for Senders
Envelope Basics for Recipients
Document Fields
Envelope Authentication
Templates
Message Templates
Labels
Advanced envelope features
Automatic reminders
Envelope Preferences
Identity verification
Sending an identity verification
Completing an identity verification
Address book
Personalise & Branding
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Envelope FAQ's
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Annature Help Center
Envelopes
Getting Started
Envelopes
Envelope Basics for Senders
Envelope Basics for Recipients
Document Fields
Envelope Authentication
Templates
Message Templates
Labels
Advanced envelope features
Automatic reminders
Envelope Preferences
Identity verification
Sending an identity verification
Completing an identity verification
Address book
Personalise & Branding
Your Account
Your Organisation
Integrations
Xero
Xero Practice Manager
FYI
Xplan
Close CRM
HubSpot CRM
Microsoft Entra ID (Azure Active Directory)
Worksorted
Google Chrome Extension
Settings
User account settings
Organisation settings
Groups
User Management
Email Notifications
Billing
Developers
Add-ons
Security
Compliance
Data Security
Security Tips
FAQs
General FAQ's
Team members and groups
Envelope FAQ's
Identity verification FAQ's
Billing FAQ's
Envelopes
Learn everything you need to know about creating, sending, and signing envelopes with Annature in this category.
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Envelope Basics for Senders
What is an envelope?
Create and send an envelope
Add documents to your envelope
Add recipients
Recipient roles
Set a signing order for an envelope
Add fields to documents
Add a message to recipients
Resend an envelope
Envelope and recipient statuses
Download documents
Archive or void an envelope
Add internal notes to an envelope
Recall an envelope
Editing draft envelopes
Editing In progress envelopes
Editing completed envelopes
Editing voided envelopes
See more
Envelope Basics for Recipients
Sign an envelope via email
Sign an envelope via SMS
Access a envelope with a password enforced
Access an envelope with Two-Factor Authentication (2FA) enforced
Declining an envelope
See more
Document Fields
Name, email and phone number fields
Signature, initial and date fields
Text fields and validations
Strikethrough
Checkboxes
Dropdowns
Witness field
Attachments Field
Field options
Change field font and size
See more
Envelope Authentication
Change document authentication after an envelope is sent
Require Two-Factor Authentication (2FA) for recipients
Require a recipient to enter a password
Set document permissions
What is Envelope authentication?
See more
Templates
Create a template
Use a template
Edit a template
Share a template
Duplicate a template
Apply markers to your template name
See more
Message Templates
Create a message template
Add a message template when sending an envelope
Edit/delete a message template
Add placeholders to envelope messages
Add a message template to a document template
Message Template Library
Formatting Text in Messages to Recipients
See more
Labels
Introduction to Labels
Create a label
Edit/delete a label
Add a label when sending an envelope
Add a label to an envelope already sent
View documents assigned to a label
See more
Advanced envelope features
Add private messages
Redirect recipients after signing or declining an envelope
Replacing source file
Place fields on your documents automatically
Automatic reminders
Enable automatic reminders
How do automatic reminders work?
Envelope Preferences
Certificate of Completion preferences
Signing preferences
Sending preferences
