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Signing Envelopes

Understand the signing methods, workflow options, and verification process.

Signature Methods

SignSecure supports three signature methods:

Electronic Signature

Draw your signature using your mouse or touchscreen, or type your name and select a signature font. Works on desktop and mobile. 10 credits flat per envelope (charged once regardless of how many signers use this method).

Aadhaar eSign (OTP)

For envelopes requiring identity verification:

  1. Enter your Aadhaar number
  2. Receive an OTP on your Aadhaar-linked mobile number
  3. Verify the OTP to apply a digitally signed signature

Costs 15 credits per signer.

Aadhaar eSign supports both coordinate-based and text-based signature placement. When text-based placement is used, the system automatically resolves the search text to page coordinates before sending to the Aadhaar provider.

DSC USB Token

Sign using a physical Digital Signature Certificate plugged into your computer. Requires the SignSecure Native desktop application to communicate with the USB token. 10 credits flat per envelope (charged once regardless of how many signers use this method).

All Methods

When a recipient is set to "All", they can choose any of the above methods at the time of signing.

Signature Placement

There are two ways to position signatures on the PDF:

Coordinate-Based Placement

Place the signature at exact (x, y) coordinates on a specific page. Works with all signature methods.

Text-Based Placement

Search for a text string inside the PDF and automatically position the signature above or below it. You can optionally limit the search to specific pages using the pages array.

pages valueBehaviour
omitted / [] / [0]Search all pages
[1, 3]Search only pages 1 and 3

Text-based placement works with both Electronic and Aadhaar eSign signature methods. For Aadhaar, the system automatically resolves text positions to coordinates before signing. DSC/USB requires coordinate-based placement.

Verification Methods

MethodDescription
Link OnlyRecipient clicks the signing link from their email (default)
Email VerificationRecipient must enter a 6-digit code sent to their email before signing

Email Notification Preference

The envelope creator can control when recipients receive email notifications:

PreferenceBehavior
All EmailsEmails at every step -- signing requests, next-signer alerts, reminders, and completion (default)
Completion OnlyOnly a completion email is sent when every recipient has finished
No EmailsNo email notifications at all

When set via the API, use the workflow.emailNotifications field ("all", "completion_only", or "none").

Signing Flow

  1. Recipient receives an email with a secure signing link (unless email notifications are disabled)
  2. Open the link to view the envelope
  3. Fill in any required form fields assigned to you
  4. Apply your signature using your preferred method
  5. Confirm and submit

Recipient Roles

RoleAction Required
SignerMust sign the envelope
ApproverMust approve (no signature drawn)
CCReceives a copy, no action needed

After Signing

When all recipients complete their actions:

  • The envelope status changes to Completed
  • All parties receive a notification
  • The signed PDF is available for download
  • The audit trail is finalized

Redirect Back to Your App

If you create or send envelopes through the API, you can send signers and approvers back to your product after they finish.

Set workflow.redirectUrl to a full https:// or http:// URL when creating the envelope.

{
  "workflow": {
    "mode": "sequential",
    "verificationMethod": "link_only",
    "emailNotifications": "all",
    "redirectUrl": "https://app.example.com/signing-complete"
  }
}

SignSecure will redirect signers and approvers to this URL after they complete their action. The following query parameters are appended automatically:

ParameterDescriptionExample
envelopeIdThe envelope that was acted onabc123xyz
signerEmailEmail of the person who signed/approvedjane@example.com
roleRecipient rolesigner or approver
statusAlways completedcompleted
eventThe action performedsigned or approved

Example redirect:

https://app.example.com/signing-complete?envelopeId=abc123xyz&signerEmail=jane%40example.com&role=signer&status=completed&event=signed

emailNotifications Values

ValueDescription
"all"Send emails at every step (default)
"completion_only"Only send a completion email when every recipient has finished
"none"Do not send any email notifications

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