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Understanding Documents

Learn about the different kinds of documents within an agreement.


The Role of Documents in Agreements​

Documents are at the core of any e-signing agreement. They consist of the main document, which is the primary focus of the signing process, attachments that provide supplemental information, and partially signed documents, which are generated PDFs of the agreement as signed so far.


The Main Document​

  • Primary Focus: The main document is the central piece of the agreement. It contains the content that participants will sign.
  • Mandatory Requirement: For an agreement to proceed out of draft status, it must have a main document.

Attachments​

  • Supplemental Information: Attachments are additional documents that provide extra context or information. They are included in the signing room and the final signed document but are not signed themselves.
  • Ordering of Attachments: Attachments can be ordered according to your requirements. By default, they appear in ascending order based on the sequence they were provided in the API call.

Partially Signed Documents​

  • Progress so far: A partially signed document is a generated PDF of the main document and its attachments, with the signatures and approvals collected so far. It is not the main document, and it is not an attachment.
  • On demand: Generate one after at least one signer or approver has acted. Each successful generation is a revision you can download before everyone has finished.

Managing Documents in Agreements​

  • Adding Documents: When creating an agreement, the main document must be added first, followed by any attachments.
  • Flexibility in Presentation: The ability to order attachments offers flexibility in how additional information is presented to the participants.