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- E-signature Platform
- Questions before you choose
Questions, answered
Answers about packet preparation, review and signer evidence.
E-signature Platform
9 questions
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How do I get started?
Click Get started, then use Proto to configure E-signature Platform for your business. Pilot one document type, one signing template and a packet that the owner and reviewer can reconcile with the signing provider.
What is a signature packet?
It is the working record for a document sent for signature, with an owner, organization, template, revision, signer information and current status.
How are signing templates used?
A packet points to a template for its organization. The template holds its code, effective dates and policy reference.
Who approves a packet?
A named Signature Reviewer records a decision on the prepared revision, with a reason and evidence reference.
Can we see partial signing progress?
Yes. The packet tracks its status and completed signer count, while signer events hold the provider reference, signer identity and signed time.
How are provider failures handled?
Execution attempts and operation runs preserve the operation key, result and failure reason. The team checks the original provider receipt before retrying an uncertain action.
What happens if a signed document needs correction?
Keep the earlier revision and signed evidence. Record a successor revision, correction reason and follow-up action, then review the change.
Can different organizations use different templates?
Yes. Templates, people and packets each connect to an organization, so the setup can keep their records together.
Can we migrate existing packet history?
Map packet numbers and revisions first, then bring in decisions, signer events, execution references and status history. Reconcile a pilot set against the signing provider.
Set up E-signature Platform your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.