Envelopes — Detail Page

The Envelope detail page (/envelopes/:id) is the per-record view for a single e-signature envelope. The list view tells you what state every envelope is in; the detail page is where you actually read the documents, watch the signing progress, and (on completion) download the audit-stamped PDF.

Anatomy of the page

1. Page header

PageHeader with the envelope subject as the title, breadcrumbs back to the Envelopes list, and Edit + Cancel buttons in the actions slot (only on non-terminal envelopes).

2. Meta card

A bordered card under the header surfaces:

• Status pill + colour
• Sender (Athenty user who created it)
• Sent date + expires date
• Attached matter (linked to matter detail)
• Signing mode (Parallel / Sequential)
• Reminder cadence

3. Documents section

Every document attached, with file name, size, and a Download action. When a document came from a Document Template, the template name appears as caption text.

4. Recipients section

The per-signer list with role badges, status pills, signing order (sequential mode), signed-at timestamps, and per-row Resend actions.

5. Audit timeline

Inline (or expanded into the audit PDF on completion). Every state transition is captured: created, sent, viewed, signed, declined, reminded, edited, canceled.

Edit + Cancel rules

Both actions only render when the envelope is in a non-terminal state:

Status	Edit	Cancel
Draft	✓	✓
Sent	✓	✓
Partially signed	✓	✓
Completed	✗	✗
Declined	✗	✗
Canceled	✗	✗
Expired	✗	✗

The Edit action navigates to /envelopes/new?edit=<id>, which re-uses the New Envelope wizard in edit mode (Template step skipped, Matter picker read-only).

Sequential vs Parallel

In Parallel mode, every recipient gets the invite at once. The detail page shows their statuses independently.

In Sequential mode, recipient N can only sign after recipient N-1 has signed. The detail page surfaces a “Waiting on” indicator showing the next-up recipient. Server-side, an attempt to sign out-of-order returns 403.

Resending reminders

Per-recipient resend lets you nudge one signer without spamming the others. The Resend button on a row dispatches an immediate reminder email. Audit log captures who initiated the resend.

For envelopes with a reminder cadence set (Daily / Every 2 days / Weekly), automated reminders run on the scheduled cadence — the manual Resend is a one-off out-of-band push.

Audit-stamped PDF

When an envelope reaches Completed (every recipient signed), the platform generates a PDF that includes:

• Every original document, concatenated in order
• Per-recipient signature blocks with timestamps + IP + user agent
• The full audit timeline as a final page
• (When applicable) RON session stamps from any bound video notarization sessions

The PDF is downloadable from the documents section once the envelope completes. It is the canonical record of the signing — keep it for your retention period.

Permissions and scope

Role	View	Edit	Cancel	Resend	Download
Owner / Admin	✓	✓	✓	✓	✓
Member (creator)	✓	✓	✓	✓	✓
Member (assigned)	✓	✗	✗	✓	✓
Viewer	✓	✗	✗	✗	✓

Audit logging

Action	Event
Edit	envelope.updated (diff)
Cancel	envelope.canceled
Resend	envelope.reminder_sent (recipient ID)
Recipient view	envelope.viewed
Recipient sign	envelope.signed
Recipient decline	envelope.declined
Auto-expiry	envelope.expired

Events surface in Settings ▸ Audit Log and on the envelope’s own audit timeline.

Troubleshooting

Symptom	Most likely cause	Fix
Edit/Cancel hidden	Status is terminal	Status check
Resend on terminal	Envelope already complete	No-op; no further reminders
Download 403	Signed URL expired	Click again to refresh
Sequential stuck	Earlier recipient pending	Resend to that recipient
Viewed but never signed	Recipient opened, didn’t sign	Resend with personal note via Edit

Related pages

• Envelopes — list view
• Envelopes ▸ New — wizard that creates / edits
• Envelopes ▸ Bulk — bulk-send wizard
• RON Sessions — when an envelope is bound to a video notarization
• Settings ▸ Audit Log — envelope.* events