A signature envelope collects signatures from more than one person on the same template. Open **Digital Signatures**, then **Signature Envelope**.

You need an active [signature template](/hrms/documents-compliance/signature-templates). Each signer’s **Role** must match a signer role on that template, usually **Employee** or **Company**.

## Create the envelope

1. Choose **New Signature Envelope**.
2. Enter **Title**.
3. Choose **Signature Template**.
4. Set **Routing** to **Parallel** or **Sequential**. Everyone is emailed either way. With **Parallel**, each person can open the link. With **Sequential**, a later person who opens the link before the person above them has signed sees **Waiting for a previous signer to finish**. Row order is the signing order.
5. Under **Signers**, choose **Add Row**. Enter **Name**, **Email**, and **Role** for each person. **Status** fills in after you send. An empty table says **No rows yet**.
6. Choose **Create Signature Envelope**. You should see **Signature Envelope created** and status **Draft**.

**Employee Onboarding** and **Onboarding Document Row** stay empty unless this envelope was started from onboarding. **Sent On** and **Expires On** stay empty until you send.

## Send the links

1. Save any signer edits first.
2. Choose **Send for Signature**. The button shows **Sending…** while it runs.
3. You should see a sent confirmation. The first signer’s link is copied when the browser allows it, and the message includes how many links were created. Status becomes **Sent**. Each unsigned signer is emailed **Please sign** with a **Sign document** button.

**Resend links** is the same button once status is **Sent** or **Partially Signed**.

## While people sign

- **Partially Signed** means at least one person has opened or signed, and someone is still outstanding.
- Each signer row moves from **Pending** to **Viewed**, then **Signed**.
- **Fully Executed** means every signer has signed. A **Signing certificate** appears for each person who has one, titled with their name.
- **Declined** means a signer declined. That signer’s row shows **Declined**, and the envelope status shows **Declined**.
- **Send for Signature** is hidden when status is **Fully Executed**, **Cancelled**, or **Expired**.

**Submit** on a saved envelope shows **Submitted**. After that, **Cancel** replaces it and shows **Cancelled**. The status next to the title stays **Sent**, **Partially Signed**, **Fully Executed**, or **Declined**.

## If it fails

- **Add at least one signer before sending** means the **Signers** list is empty. Add a row, save, and send again.
- **Each signer needs a name and email** means a row is incomplete.
- **This template has no fields for signer** plus an email means that person’s **Role** does not match a field on the template. Change the role or add that signer role on the template, then send again.
- **Send failed** means no new links went out. The envelope stays in its previous status.
- A sequential signer who opens too early sees **Waiting for a previous signer to finish**. They can return after the person ahead of them has signed.
- **Envelope already fully executed** means you do not send again. The status should already read **Fully Executed**.

## Next

The signer’s steps are in [Signing a document](/hrms/documents-compliance/signing-portal).