Platform concepts
A handful of nouns describe the entire platform. Knowing these makes the rest of the documentation easier to navigate.
| Concept | Description |
|---|---|
| Envelope | A specific PDF (or set of PDFs) moving through the signing lifecycle. Has a stable ID and a status. |
| Signer | A person attached to an envelope with a role: signer, approver, or viewer. |
| Field | A region on a page where a signer signs, dates, or types information. |
| Template | A reusable envelope blueprint with pre-placed fields and named signer roles. |
| Webhook | An HTTPS endpoint you register to receive events as they occur. |
| Event | An immutable record of something that happened, such as envelope.signed. |
Envelopes move through a deterministic lifecycle. See Envelopes for the full set of statuses and transitions.