Envelopes

The Envelopes page is the operational list of every e-signature envelope your organization has ever created. The page mirrors the layout of the Verifications list — status tabs, filters, bulk actions — so the same triage muscle works here too.

Anatomy of the page

1. Header and primary actions

The header shows the title Envelopes, a one-line description, and the standard Help (?) and Docs (book) icons. Two primary actions sit to the right:

• Bulk send — opens the bulk creation wizard at /envelopes/bulk
• New envelope — opens the standard creator wizard at /envelopes/new

2. Tabs

Five tabs partition the data by lifecycle status:

Tab	Status mapping	Typical use
All	(no filter)	Search, advanced filtering, audits
Drafts	draft	Envelopes saved but not sent
Active	sent, partially_signed	Today’s signing work-queue
Completed	completed	Audit downloads, reporting
Voided	declined, canceled, expired	Drop-off analysis

Active is the natural home for most users — sent envelopes that have not yet finished collecting all signatures.

3. Sender filter

A single-select dropdown that narrows the list to envelopes created by a specific user. Combines with the active tab — a row must match both.

4. Envelope table

Each row shows:

• Recipients — avatar group with progress dots
• Subject — bold, truncated; the friendly envelope name
• Matter ID and Matter Title — clickable to open the matter
• Status — colour-coded pill plus a sub-line N of M signed when relevant
• Sent — relative date of invite dispatch
• Sender — the user who created the envelope

Clicking a row opens the envelope detail page, where you can preview the document, see the per-signer audit trail, resend an individual reminder, or download the audit-stamped completed PDF.

Bulk actions

Select rows to surface the bulk action bar:

• Resend — re-emits reminders to every unsigned recipient on every selected envelope. Only valid for sent and partially_signed rows; the button is disabled if the selection has zero eligible rows.
• Cancel — voids the selected envelopes. Recipients lose access; rows move to the Voided tab.
• Export CSV — downloads the selected rows for reporting (subject, recipients, matter, status, sent date, sender).

The bulk-action button labels include a count when the action only applies to a subset of the selection — e.g., Cancel (3) if 3 of 5 selected rows are non-terminal.

Status lifecycle

draft ──▶ sent ──▶ partially_signed ──▶ completed
                                     └▶ declined
              │
              └▶ canceled / expired

• Draft — saved without dispatch
• Sent — invite delivered, no signatures yet
• Partially signed — some recipients signed
• Completed — every recipient signed; audit-stamped PDF is generated
• Declined — a recipient refused; the envelope is voided
• Canceled — your team voided the envelope
• Expired — past the configured expiry window

The expiry window is configurable per-tenant under Settings ▸ Envelope Templates.

Creating envelopes

Two creation paths:

• New envelope — the standard wizard for a one-off envelope to one or more named recipients
• Bulk send — for sending the same template to many recipients at once (e.g., a year-end attestation to every client)

Both flows require attaching to a Matter before sending, the same way verifications do — this is the platform’s hard requirement for PCMLTFR / NI 31-103 / LSO retention compliance.

Permissions and scope

Role	Visible envelopes	Create	Cancel	Resend
Owner / Admin	All	✓	✓	✓
Member	Created or assigned to	✓	✓ (own)	✓ (own)
Viewer	Created or assigned to	✗	✗	✗

Envelopes are scoped to the organization — never cross tenant boundaries.

Troubleshooting

Symptom	Most likely cause	Fix
Empty list	Tab + Sender filter excludes everything	Switch to All, clear the Sender
Resend disabled in bulk	No rows in sent/partially_signed	Filter to Active before selecting
Cancel disabled in bulk	All selected rows are in terminal states	Filter to Active + Drafts before selecting
Recipient didn’t get the email	Address typo or strict spam filtering	Open the detail; edit recipient; resend
Matter ID column blank on old rows	Matter requirement post-dates the envelope	Old envelopes keep functioning; matter cannot be backfilled

Related pages

• Envelopes ▸ New — the single-envelope creator wizard
• Envelopes ▸ Bulk — the bulk-send wizard
• Settings ▸ Envelope Templates — expiry windows, default text, branded templates
• Matters — every envelope must attach to a matter