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). On 2026-10-22 the fields, actions and messages of every screen on this page — the Dashboard, the New envelope dialog, Envelopes, the Envelope page, Cases, the Case page and the Signing page — were checked against the Sign interface source (8a45db4) and the Sign service (9f406d1); those details are marked as not observed in each screen's Content status, and Page not found was added from source. On 2026-10-23 the page was updated for the corrections of WOR-167 (Sign interface, cogneris-sign-fe#150): the New envelope dialog now requires the document and the signer, failures on the Envelope page and the Signing page now show a message, codes are shown as names, and Still to sign no longer lists signers who declined. Those changes are from source; not observed.
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). Field details checked against the Sign interface source (8a45db4) on 2026-10-22; not observed. |
| Area | Content |
|---|
| Counters | Drafts, Out for signature, Completed, Completed (7d) — for the whole company. Completed (7d) counts envelopes finished in the last seven days and shows + before a number above zero. A counter shows — while it loads or after an error. |
| 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 |
| Button | What happens | Who can use it | Reversible? |
|---|
| New envelope | Opens the New envelope dialog. After an envelope is created the counters reload. | Everyone who sees the screen; the service accepts the envelope only from a company administrator or the technical team | — |
| All envelopes | Opens Envelopes | Everyone who sees the screen; the list loads only for a company administrator or the technical team | — |
| Awaiting signatures | Opens Envelopes showing only Running envelopes | As All envelopes | — |
| Try again | Loads the counters again | Everyone who sees the screen | — |
The All envelopes tile reads Drafts, in progress and completed — open any envelope to see its signers and documents.
Common problems
| Message | Cause | What to do |
|---|
| We couldn't load your dashboard stats. | The counters could not be loaded | Select Try again; if it persists, contact support |
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 details checked against the Sign interface source (8a45db4) and the Sign service (9f406d1) on 2026-10-22; not observed. |
The form is reset every time the dialog opens, and the cursor starts in Envelope name.
Fields
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| Envelope name | Names the envelope in every list | Yes | Free text; example MSA with Acme Corp | Empty | None: Create envelope stays disabled until a name is typed |
| Jurisdiction | The law the signature follows | Yes | Brazil (MP 2.200-2), European Union (eIDAS) | Brazil (MP 2.200-2) | — |
| Signature level | The signature level | Yes | Simple (SES) only | Simple (SES) | — |
| Locale | The envelope's language | Yes | Portuguese (BR), English (US), Spanish (ES) | Portuguese (BR) | — |
| Document | The file to sign. Hint: PDF, PNG or JPG, up to 50 MB. | Yes | One PDF, PNG or JPG file, up to 50 MB. A PNG or JPG is turned into a one-page PDF (A4, the image fitted to the page) when it is attached, and the envelope keeps that PDF: it is what the signer sees and signs, and what is sealed. | None | Choose the document to be signed., Only PDF, PNG and JPG files can be signed., The document exceeds the 50 MB limit. |
| Signer e-mail | Who receives the signing link and the verification code. Hint: The signing request goes to this address. You review and send it from the envelope page. | Yes | One e-mail address; example signer@company.com | Empty | Enter the signer's e-mail address., Enter a valid e-mail address. |
| Signer name (optional) | The signer's name on the envelope and the signing page | No | Free text; example Ana Paula | The part of the e-mail before @ | — |
The signer is added with verification by e-mail code, as signer 1. Only one document and one signer can be given here. The dialog sets no expiry date for the envelope.
The document and the signer are required because the Envelope page has no action to add either later, and the service refuses to send an envelope with no document or no signer.
The dialog ends with After creation you'll be taken to the envelope page to review and send it.
| Button | What happens | Who can use it | Reversible? |
|---|
| Create envelope (Creating… while it works) | Creates the draft, uploads the document, adds the signer, then opens the envelope page. Disabled until a name is typed. After a partial failure, selecting it again resumes on the same draft instead of creating a second one. | Company administrators and the technical team; the service refuses anyone else | The draft stays; it is never sent until you select Send |
| Cancel / × / Esc / a click outside the dialog | Closes the dialog. None of them closes it while it works. | Everyone who sees the dialog | Yes |
Common problems
| Message | Cause | What to do |
|---|
| Only PDF, PNG and JPG files can be signed. | The file is not .pdf, .png, .jpg or .jpeg | Choose a PDF, PNG or JPG file |
| The document exceeds the 50 MB limit. | The file is larger than 50 MB | Reduce the file or split it |
| Choose the document to be signed. | No document was chosen | Choose the file to sign |
| Enter the signer's e-mail address. | The signer e-mail is empty | Type the signer's address |
| Enter a valid e-mail address. | The signer e-mail is not shaped like an address | Correct the address |
| The envelope was created but the document could not be uploaded. Try again., followed by the service's reason when it gives one | The draft exists; the upload failed | Select Create envelope again |
| The envelope was created but the signer could not be added. Try again., followed by the service's reason when it gives one | The draft and document exist; the signer was refused | Check the address and select Create envelope again |
| Couldn't create the envelope. Try again or contact support., followed by the service's reason when it gives one | The draft could not be created | Try again; if it persists, contact support |
Envelopes
Every envelope of the company, newest first.
| |
|---|
| How to get here | Menu Envelopes; Dashboard All envelopes or Awaiting signatures |
| Who sees it | Company administrators and the technical team; the service refuses the list to anyone else |
| Content status | Observed (2026-10-17, envelopes Finished and Refused). Field details checked against the Sign interface source (8a45db4) and the Sign service (9f406d1) on 2026-10-22; not observed. |
Columns
| 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. The e-mail opens your mail program; — when a signer has no e-mail. |
| 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. Opened from Awaiting signatures, it shows only Running envelopes, but nothing on the page says the list is filtered; open the menu Envelopes to see them all again.
| Button | What happens | Who can use it | Reversible? |
|---|
| New envelope | Opens the New envelope dialog; the list reloads after an envelope is created | Everyone who sees the screen | — |
| Envelope name | Opens the Envelope page | Everyone who sees the screen | — |
| (preview icon) | Opens the envelope preview | Everyone who sees the screen | — |
| Try again | Loads the list again | Everyone who sees the screen | — |
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.
| Area | Content |
|---|
| Title | The envelope name and its status |
| Document tabs | One tab per document, when there is more than one; selecting a tab previews that document |
| Jurisdiction, Signature level, Language | The same names as in the New envelope dialog — for example Brazil (MP 2.200-2), Simple (SES), Portuguese (BR). A value the interface does not know is shown as stored. |
| Sent, Expires, Finished | Date and time; — when not set |
| Signers | Order, name, e-mail, status (Pending, Viewed, OTP requested, Identity verified, Signed, Refused) and the authentication method, for example E-mail code |
| Documents | File name, size and the first 12 characters of the document hash |
| Sealed document hash | The first 24 characters of the sealed package's hash, once it exists |
Close, ×, Esc or a click outside returns to the list.
Common problems
| Message | Cause | What to do |
|---|
| No envelopes yet. | The company has no envelope, or none matches Awaiting signatures | Create one with New envelope |
| We couldn't load your envelopes. | The list could not be loaded, including when your profile is not allowed to see it | Select Try again; if it persists, check your profile with your administrator |
| We couldn't load this envelope. | The preview could not load the envelope | Select Try again |
| We couldn't load this document. | The preview could not load the document | Select Try again |
| No documents attached. | The envelope has no document | — |
| This file type can't be previewed. | The document is not a PDF, PNG or JPG | — |
Envelope page
One envelope, and the place to send it or send a reminder.
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|---|
| How to get here | Select an envelope name in Envelopes, or Open envelope on a case |
| Who sees it | Company administrators and the technical team |
| Content status | Observed (2026-10-17, Send and the envelope Finished or Refused; Send reminder not walked). Field details checked against the Sign interface source (8a45db4) and the Sign service (9f406d1) on 2026-10-22; not observed. |
| Area | Content |
|---|
| Header | Envelope name; Status: … · jurisdiction · signature level, with the names of the dialog (for example Brazil (MP 2.200-2) · Simple (SES)) |
| Documents | Order, file name and the first characters of the document hash |
| Signers | Order, name and signer status |
| Reason for declining | Only on a Refused envelope, and only for the person who created it: the signer's reason, or The signer did not give a reason., with Only you, as the sender, can see this reason. |
| Button | Shown when | What happens | Who can use it | Reversible? |
|---|
| Send (Sending… while it works) → Send now | Status is Draft | Asks Send envelope? — The envelope will be sent to … signer…: …. This cannot be undone. — then sends the envelope; signing links go out by e-mail | Company administrators and the technical team | No |
| Send reminder (Sending reminder… while it works) → Send reminder | Status is Running and at least one signer has not answered | Asks Send a reminder? — The signing link will be sent again to … pending signer(s): …. — then sends a new signing link to every signer who has not answered | Company administrators and the technical team | No |
| Cancel / Esc | In either confirmation | Closes it without sending | — | Yes |
| Copy URL | After sending, in the Envelope sent panel | Copies one signer's signing URL; the button then reads Copied. If the browser refuses the copy: Couldn't copy the link. Select it and copy it manually. | Everyone who sees the panel | — |
| Dismiss | In the Envelope sent panel | Hides the panel | Everyone who sees the panel | The URLs are not shown again |
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. — and only to the user who created the envelope; anyone else sees no reason section at all.
Common problems
| Message | Cause | What to do |
|---|
| Envelope sent — share these signing URLs | After Send now — not a problem: each signer's URL is listed | Copy a URL if a signer needs it by another channel |
| … signing link(s) could not be delivered. Copy … and send it to the signer yourself. and Not delivered | Sent, but an e-mail failed | Copy the URL marked Not delivered and send it yourself |
| Reminder sent to … signer(s). | Every pending signer was reached | — |
| Reminder delivered to … of … pending signers. Check the addresses of those who did not receive it. | Some were reached | Check the addresses of the others |
| No reminder could be delivered. Check the addresses of the pending signers. | None was reached | Check the addresses |
| The reminder could not be sent. The envelope may no longer be in progress. | The service refused the reminder | Reload the page to see the envelope's current status |
| The envelope could not be sent., followed by the service's reason | The service refused to send — for example the envelope has no document or no signer (drafts created before the document and signer became required) | Check Documents and Signers; a draft without them cannot be completed from Sign |
| We couldn't load this envelope., followed by the service's reason, with Try again | The envelope could not be loaded (for example it does not exist or your profile may not see it) | Select Try again, or go back to Envelopes and open it again |
Cases
Signature requests grouped by the Workflow run that raised them.
| |
|---|
| How to get here | Menu Cases |
| Who sees it | Company administrators and the technical team |
| Content status | Observed (2026-10-18, one case In progress 0/1, then Signed 1/1). Field details checked against the Sign interface source (8a45db4) and the Sign service (9f406d1) on 2026-10-22; not observed. |
Columns
| 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.
How Status is decided by the service: In progress while any request is still a draft or out for signature; otherwise Not completed when any was refused, expired or cancelled; Signed when at least one was signed and none failed; Empty in any other case. Last activity is the date the case's most recent request was created — it does not move when someone signs.
| Button | What happens | Who can use it | Reversible? |
|---|
| Case name | Opens the Case page | Everyone who sees the screen | — |
| See envelopes created by hand | Opens Envelopes; shown only when there is no case | Everyone who sees the screen | — |
| Try again | Loads the list again | Everyone who sees the screen | — |
Common problems
| Message | Cause | What to do |
|---|
| No cases yet. A case appears here once a workflow raises a signature request. | No workflow has raised a signature request; envelopes created by hand are not cases | Use See envelopes created by hand |
| We couldn't load your cases. | The list could not be loaded, including when your profile is not allowed to see it | Select Try again; if it persists, check your profile with your administrator |
Case page
| |
|---|
| How to get here | Select a case in Cases |
| Who sees it | Company administrators and the technical team |
| Content status | Observed (2026-10-18, Raised by workflow, a pending signer, then Everyone has signed. and The signed package is available.). Field details checked against the Sign interface source (8a45db4) and the Sign service (9f406d1) on 2026-10-22; not observed. |
| Area | Content |
|---|
| Title | The case name, or its reference when it has no name |
| Reference | The case reference |
| Raised by | The system that raised the requests, when known |
| Still to sign | Every signer of the case who still has to sign, as name and e-mail. A signer who declined is not listed, and neither are the other signers of a request that was declined, cancelled or expired. When nobody is left: Everyone has signed., or Nobody is waiting to sign: a request was declined, cancelled or expired. |
| Signature requests | One card per envelope, oldest first: name, … document(s), sent … (— when not sent), status, signers with their status (or No signers on this request.), The signed package is available. once sealed, and Open envelope |
| Button | What happens | Who can use it | Reversible? |
|---|
| Open envelope | Opens that request's Envelope page | Everyone who sees the screen | — |
| Try again | Loads the case again | Everyone who sees the screen | — |
Common problems
| Message | Cause | What to do |
|---|
| Loading this case… | The case is loading | Wait |
| We couldn't load this case. | The case could not be loaded, or the reference has no signature request | Select Try again, or go back to Cases |
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 |
| Who sees it | The signer who holds the link; no Cogneris account is needed |
| Content status | Observed (2026-10-17, verification code, Add signature with Type, consent, Sign document; and Decline to sign with a reason). Field details checked against the Sign interface source (8a45db4) and the Sign service (9f406d1) on 2026-10-22; not observed. |
The page is titled Electronic signature under Cogneris Sign and Signature request, with Verify your identity, review the envelope, and complete the signature request. The link's code is removed from the address once the page opens.
| 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, with names such as Brazil (MP 2.200-2) and Simple (SES). Before the code is verified, the envelope name is left blank. |
| Security notes | Identity check (This signing flow requires OTP verification before signing.), Protected link (The public token is removed from the visible URL after load.), Audit trail (Consent and signature data are submitted only when you complete the flow.) |
| Before verification | Send verification code, then the 6-digit code box, Verify and Send a new code. The service sends no envelope name and no file names until the code is verified, so no document is listed — corrected from the earlier text, which said the file names were shown. A signer who already verified and reopens the link sees the file names (selecting one downloads it) and must ask for a new code. |
| 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 |
Fields
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| 6-digit code | The verification code sent by e-mail after Send verification code | Yes | Six digits; valid for 10 minutes and 5 wrong attempts | Empty | Invalid code. |
| Document list | Chooses which document the viewer shows; each shows Placed or Pending. Shown only with more than one document; with one, its name and badge sit above the viewer. | — | The envelope's documents | The first document | — |
| Document viewer | Shows every page of the document; a click on a page places or moves the signature there. Keys +, - and 0 zoom in, zoom out and fit to width. Shows Page … of … under each page. Shows PDF documents only. | — | Zoom from 50% to 300%, in steps of 25%; 100% is Fit to width | Fit to width, page 1 | This document could not be displayed., This document is an image and can't be shown here. Download it to review it. |
| Consent box | Confirms the signer read the document: I have read … and understand my electronic signature is legally binding (MP 2.200-2 / eIDAS)., or with several documents I have read the … documents in … and understand my electronic signature is legally binding (MP 2.200-2 / eIDAS). | Yes, to sign | Tick box | Not ticked | Sign document stays disabled |
A hint above the viewer says what to do next: Click on the document where you want to sign. before there is a signature, Tap the page where your signature should appear. once there is one, and Click elsewhere on the page to move your signature, or click it to change it. once it is placed. With a signature but a document still Pending: Place your signature on every document before signing.
The placed signature is a box about a third of the page wide, centred where you clicked and kept inside the page. One signature is used for the whole envelope: changing it changes it on every document already placed.
Your signature dialog
Opens when the signer clicks a page without a signature yet, selects Add signature, or selects Change signature or the placed signature.
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| Signature method | Chooses how the signature is made | Yes | Type, Draw | Type | — |
| Full name (Type) | The name written in a handwriting style. A preview shows exactly what will be stamped, with This is how your signature will appear on the document. | Yes | Free text | The signer's name | Apply signature stays disabled while empty |
| Drawing area (Draw) | Draw your signature below — draw with the mouse, a finger or a pen | Yes | Free drawing; it is enlarged and centred to fill the signature box | Empty | Apply signature stays disabled until something is drawn |
| Button | What happens | Who can use it | Reversible? |
|---|
| Apply signature | Sets the signature and, if the dialog opened from a click on the page, places it there | The signer | Yes, until Sign document |
| Clear (Draw) | Erases the drawing. Disabled until something is drawn. | The signer | — |
| Cancel / × / Esc / a click outside | Closes the dialog; the spot clicked on the page is dropped | The signer | Yes |
Decline to sign dialog
Opens from Decline to sign: Decline to sign? — Declining ends the envelope for every signer and it can no longer be signed. The sender will be notified.
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| Reason for declining | Tells the sender why: Tell the sender why you are declining (up to … characters). | Yes | Free text, up to 500 characters | Empty | Enter a reason for declining. |
| Button | What happens | Who can use it | Reversible? |
|---|
| Send verification code | Sends a six-digit code by e-mail and shows the code box. Disabled while it works. | The signer | — |
| Verify | Checks the code; when it is right, the documents open. Disabled until a code is typed and while it works. | The signer | — |
| Send a new code | Sends a new code without reloading the page | The signer | — |
| A document name (before verification) | Downloads that document. Shown only to a signer who already verified on an earlier visit. | The signer | — |
| Zoom in, Zoom out, Fit to width | Change the zoom | The signer | Yes |
| Previous page, Next page | Move through the document. Shown when it has more than one page. | The signer | — |
| Add signature | Without pointing at the page: opens Your signature when there is no signature, and places it at the bottom right of the last page. Shown while the open document has no placed signature. | The signer | Yes, until Sign document |
| Change signature (or a click on the placed signature) | Opens Your signature to replace it. Shown once there is a signature. | The signer | Yes, until Sign document |
| Apply signature (in Your signature, Type or Draw) | Sets the signature and places it where you clicked | The signer | 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; disabled while it works. When this is the last signer, the envelope becomes Finished. | The signer, after verifying the code | No |
| Decline to sign → Decline to sign (Declining… while it works) | Refuses with a required reason (up to 500 characters); ends the envelope for every signer | The signer, after verifying the code | No |
| Go back | Closes the decline dialog without declining | The signer | Yes |
| Download the document | Downloads the document when it could not be shown in the viewer | The signer | — |
Common problems
| Message | Cause | What to do |
|---|
| Invalid or expired link. (status Unavailable) | The link cannot be used: it is wrong, the envelope is no longer out for signature (finished, refused, cancelled or expired), or this signer declined | Ask the sender for a new request |
| Invalid code. | Wrong, expired (10 minutes) or exhausted (5 attempts) code | Type the code again; if it expired or was exhausted, select Send a new code |
| We couldn't send the verification code., followed by the service's reason | The code could not be delivered, or this signer already signed | Select Send verification code again; if it persists, check your e-mail address with the sender. If you already signed, there is nothing left to do |
| We couldn't check the code., followed by the service's reason | The service refused the check (for example the envelope stopped being out for signature) | Select Verify again or Send a new code; if it persists, contact the sender |
| This document is an image and can't be shown here. Download it to review it. | The document is an image attached before images were converted to PDF | Use Download the document to read it; Add signature still places the signature |
| This document could not be displayed. | The PDF could not be fetched or rendered | Use Download the document |
| Place your signature on every document before signing. | A document is still Pending | Open each Pending document and place the signature |
| Enter a reason for declining. | Decline to sign with an empty reason | Type a reason |
| Your refusal could not be recorded… | The envelope is no longer waiting for signatures | Reload the page; contact the sender |
| Your signature could not be recorded. Try again., followed by the service's reason | The service refused the signature — for example a placement outside the page or an envelope too large to seal at once | Select Sign document again; if it persists, contact the sender |
| Signature recorded successfully. (status Signed) | After Sign document — not a problem | Close the page |
| Signature declined — Your refusal has been recorded and the sender will be notified. You can close this page now. (status Declined) | After declining — not a problem | Close the page |
Page not found
| |
|---|
| How to get here | Any Sign address that does not exist |
| Who sees it | Everyone |
| Content status | From source; not observed (Sign interface 8a45db4, 2026-10-22) |
Shows 404 and Page not found.
| Button | What happens | Who can use it | Reversible? |
|---|
| Go home | Opens the Dashboard; a signer without a Cogneris account is sent to sign in | Everyone | — |
Last reviewed 2026-10-23 · Version 1.2.0 · Owner: product-documentation