Detailed reference for each Sign screen used by the journeys. Labels are quoted exactly as they appear in the English interface. Content was checked on 2026-10-09 against the Sign interface source (sign-fe 04cf208, which adds Decline to sign and Send reminder) and the Sign service (sign-be 3459d6a). On 2026-10-17 the Dashboard, the New envelope dialog, Envelopes, the Envelope page and the Signing page were observed in DEV, inside the Cogneris Platform, with a synthetic company, a synthetic signer and synthetic documents (Sign interface 0af6301, service 588e71e): an envelope was created, sent, signed with the code sent by e-mail, and another was declined. Their Content status says Observed. On 2026-10-18 Cases and the Case page were observed with a signature request raised by a synthetic workflow, before and after it was signed (Sign interface fc7338b, service 9e597ca).
Screenshots are not included in this edition.
Dashboard
The landing page of Sign.
| |
|---|
| How to get here | Menu Dashboard, or open Sign |
| Who sees it | Everyone with access to Sign |
| Content status | Observed (2026-10-17) |
| Area | Content |
|---|
| Counters | Drafts, Out for signature, Completed, Completed (7d) — for the whole company |
| Quick actions | New envelope (opens the New envelope dialog), All envelopes (the Envelopes list), Awaiting signatures (the list filtered to Running) |
| Error | We couldn't load your dashboard stats. with Try again |
New envelope dialog
Create a draft envelope. Used by Send a document for signature.
| |
|---|
| How to get here | Dashboard tile New envelope, or New envelope on the Envelopes page |
| Content status | Observed (2026-10-17, Brazil, Simple (SES), one PDF and one signer) |
| Field | Required | Values |
|---|
| Envelope name | Yes | Free text |
| Jurisdiction | Yes (default Brazil) | Brazil (MP 2.200-2), European Union (eIDAS) |
| Signature level | Yes | Simple (SES) only |
| Locale | Yes (default Portuguese) | Portuguese (BR), English (US), Spanish (ES) |
| Document (optional) | In practice, yes | One PDF, PNG or JPG file, up to 50 MB |
| Signer e-mail (optional) | In practice, yes | One e-mail address |
| Signer name (optional) | No | Defaults to the part of the e-mail before @ |
| Action | Effect | Reversible? |
|---|
| Create envelope | Creates the draft, uploads the document, adds the signer, then opens the envelope page. Disabled until a name is typed. | The draft stays; it is never sent until you select Send |
| Cancel / × / Esc | Closes the dialog | Yes |
Messages: Only PDF, PNG and JPG files can be signed., The document exceeds the 50 MB limit., Enter a valid e-mail address., The envelope was created but the document could not be uploaded. Try again., The envelope was created but the signer could not be added. Try again. After a partial failure, Create envelope resumes on the same draft.
Envelopes
Every envelope of the company, newest first.
| |
|---|
| How to get here | Menu Envelopes; Dashboard All envelopes or Awaiting signatures |
| Content status | Observed (2026-10-17, envelopes Finished and Refused) |
| Column | Content |
|---|
| Envelope | Name; links to the envelope page |
| Signer / E-mail | One line per signer, in signing order; No signers when there is none |
| Status | Draft, Running, Finished, Cancelled, Refused, Expired |
| (preview icon) | Opens the envelope preview |
The list shows up to 50 envelopes; there is no paging, search or status selector on the page. No envelopes yet. when empty; We couldn't load your envelopes. with Try again on error.
Envelope preview. A side-by-side view: the selected document on the left (PDF and images are previewed; This file type can't be previewed. otherwise), and on the right Jurisdiction, Signature level, Language, Sent, Expires, Finished, Signers (status and authentication method), Documents and, once sealed, Sealed document hash. Close returns to the list.
Envelope page
One envelope, and the place to send it or send a reminder.
| |
|---|
| How to get here | Select an envelope name in Envelopes, or Open envelope on a case |
| Content status | Observed (2026-10-17, Send and the envelope Finished or Refused; Send reminder not walked) |
| Area | Content |
|---|
| Header | Envelope name; Status: … · jurisdiction · signature level |
| Documents | Order, file name and the first characters of the document hash |
| Signers | Order, name and signer status |
| Action | Shown when | Effect | Reversible? |
|---|
| Send → Send now | Status is Draft | Sends the envelope; signing links go out by e-mail | No |
| Send reminder → Send reminder | Status is Running and at least one signer has not answered | Sends a new signing link to every signer who has not answered | No |
| Copy URL | After sending, in the Envelope sent panel | Copies one signer's signing URL | — |
| Dismiss | In the Envelope sent panel | Hides the panel | The URLs are not shown again |
| Message | When |
|---|
| Envelope sent — share these signing URLs | After Send now |
| … signing link(s) could not be delivered. Copy … and send it to the signer yourself. and Not delivered | Sent, but an e-mail failed |
| Reminder sent to … signer(s). | Every pending signer was reached |
| Reminder delivered to … of … pending signers… | Some were reached |
| No reminder could be delivered… | None was reached |
| The reminder could not be sent. The envelope may no longer be in progress. | The service refused the reminder |
There is no action to add a document or signer, edit, or cancel. The page shows the document hash, but offers no download of the sealed document or of the audit trail. When a signer declines, the reason is shown on this page with Only you, as the sender, can see this reason.
Cases
Signature requests grouped by the Workflow run that raised them.
| |
|---|
| How to get here | Menu Cases |
| Content status | Observed (2026-10-18, one case In progress 0/1, then Signed 1/1) |
| Column | Content |
|---|
| Case | Case name (or Unnamed case) and reference; links to the case page |
| Signed | Signed requests out of all requests, e.g. 1/2; … not completed when some were refused, expired or cancelled |
| Status | In progress, Signed, Not completed, Empty |
| Last activity | Date and time |
Up to 50 cases, most recently active first. When there are none: No cases yet. A case appears here once a workflow raises a signature request. with the link See envelopes created by hand.
Case page
| |
|---|
| How to get here | Select a case in Cases |
| Content status | Observed (2026-10-18, Raised by workflow, a pending signer, then Everyone has signed. and The signed package is available.) |
| Area | Content |
|---|
| Reference | The case reference |
| Raised by | The system that raised the requests, when known |
| Still to sign | Every signer of the case who has not signed, or Everyone has signed. |
| Signature requests | One card per envelope: name, … document(s), send date, status, signers with their status, The signed package is available. once sealed, and Open envelope |
Signing page
The public page a signer opens from the e-mail. No Cogneris sign-in. Used by Sign or decline a document.
| |
|---|
| How to get here | The personal signing link in the signature request e-mail |
| Content status | Observed (2026-10-17, verification code, Add signature with Type, consent, Sign document; and Decline to sign with a reason) |
| Area | Content |
|---|
| Header | Electronic signature, status (Protected signature flow, Signed, Declined or Unavailable), and the steps Open request, Verify identity, Review and sign, Complete |
| Context | Envelope, Jurisdiction, Signature level |
| Security notes | Identity check, Protected link, Audit trail |
| Before verification | Document file names only (selecting one downloads it), Send verification code, then the 6-digit code box and Verify |
| After verification | Document list with Placed / Pending per document, the document viewer (Zoom in, Zoom out, Fit to width, Previous page, Next page), Add signature, Change signature, the consent box, Decline to sign and Sign document |
| Action | Effect | Reversible? |
|---|
| Apply signature (in Your signature, Type or Draw) | Sets the signature and places it where you clicked | Yes, until Sign document |
| Sign document | Records the signature on every document. Enabled only with a signature placed on every document and the consent box ticked | No |
| Decline to sign → Decline to sign | Refuses with a required reason (up to 500 characters); ends the envelope for every signer | No |
| Message | When |
|---|
| Invalid or expired link. | The link cannot be used |
| Invalid code. | Wrong, expired (10 minutes) or exhausted (5 attempts) code |
| Enter a reason for declining. | Decline to sign with an empty reason |
| Your refusal could not be recorded… | The envelope is no longer waiting for signatures |
| Signature recorded successfully. | After Sign document |
| Signature declined — Your refusal has been recorded… | After declining |
Last reviewed 2026-10-18 · Version 1.0.0 · Owner: product-documentation