Glossary

Sender

A sender is any user on that intends on sending documents.

Signer

An email recipient of a sign request, sent by a sender or External API user.

Envelope

A combination of the details set up by the sender including files, tags, signee information, reminders.

Document

The files that are within a document.

Coversheet file

A document generated once the document completed - each signer once they have signed the document

XML file

A document generated once the document completed that is legal proof of signing.

Single envelope

A single envelope that can one or more signees and documents.

Bulk envelope

More than one envelopes that have individual signees per envelope.

Tags

Information or signatures requested by the sender to be filled by the signer.

Reminders

Email notifications that can be set by a sender, and are sent to signers that have not yet signed to remind them to sign.

Draft state

A envelope that has not yet been sent yet. Drafts are created on the Sender flow only when a user exits without saving.

Template state

Senders often send out a similar documents and do not want to re-create and set up the document every time. A template is a document that contains the standard details and that can be copied and adapted before sending.

Active state

Any document that is not archived despite signer states.

Archive state

The envelope will be withdrawn so that it can no longer be signed or completed. All signers are notified via email and this action can not be undone.

Role

A category of signer e.g. landlord or tenant

Auth level

Authentication of the signer.

Email Auth

An authentication level for the signer. This is authenticated through access to the email the document was sent.

Yoti Auth

Strong authentication for the signer using Yoti verified email. The signer would have to scan a QR code to share the email attribute that has been verified with Yoti. Email can only be added to one Yoti account and uses 2fa.

Signature

A digital signature requested by the sender and added to the document at by an authenticated signer through a click/interaction.

Text field

A text field requested by the sender and able to be filled by an authenticated signer.

Check box

A check box which can be optional (Boolean) or mandatory e.g. accepting terms which is requested by the sender.

Yoti Attributes

Identity details of a signer that have been verified by Yoti e.g. name or date of birth.