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Platform concepts

A handful of nouns describe the entire platform. Knowing these makes the rest of the documentation easier to navigate.

ConceptDescription
EnvelopeA specific PDF (or set of PDFs) moving through the signing lifecycle. Has a stable ID and a status.
SignerA person attached to an envelope with a role: signer, approver, or viewer.
FieldA region on a page where a signer signs, dates, or types information.
TemplateA reusable envelope blueprint with pre-placed fields and named signer roles.
WebhookAn HTTPS endpoint you register to receive events as they occur.
EventAn 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.