Note
Part of Increment 12 (Sprints 52–57). Fully integrated with onboarding and document management. Provider abstraction allows multiple backend implementations.
E-Signature • Increment 12 (Sprints 52–57)
Provider-agnostic e-signature with evidence chain
Signature workflows tied to onboarding, retention policies, and audit-ready artifacts. Webhook sync for real-time status. Part of Increment 12.
Capabilities
E-signature features
01
Envelope creation and management
Create envelopes, add documents, assign signers. Provider-agnostic abstraction.
02
Multi-signer workflows
Sequential or parallel signing. Role-based signer assignment. Status tracking.
03
Evidence chain
Creation → signing → completion. Immutable evidence records. Audit-ready artifacts.
04
Retention policies
Automatic archival. Configurable retention. Compliance-ready storage.
05
Onboarding and document integration
Integration with onboarding workflow and document management. Seamless LP experience.
06
Webhook sync
Real-time status updates via webhooks. Celery task queue for async processing.
Workflow
E-signature flow
Create envelope
Documents added; signers assigned. Evidence record created.
Send for signing
Envelope sent to provider. Webhook registered for status updates.
Signing
Signers complete. Webhook sync updates status. Evidence chain updated.
Completion and archival
Completed envelope archived. Retention policy applied. Audit artifacts stored.
Controls
Institutional safeguards
RBAC on envelope management
Immutable evidence records
Audit trail on all envelope actions
Proof
Evidence and parity
7 API endpoints
Envelope create, list, get, status, webhook config. Full CRUD with RBAC.
Celery esign queue
Async processing for envelope sync, evidence updates, webhook handling.
Audit-ready artifacts
Evidence chain from creation to completion. Retention policies with automatic archival.
See e-signature on your workflows
Schedule a guided demo: envelope creation, multi-signer workflows, evidence chain, retention policies, and integration with onboarding.