States
| State | Meaning |
|---|---|
draft | Created; fully editable. Detection may still be running. |
review | Detection complete; fields assigned. Awaiting the Send action. |
in_progress | Sent; one or more participants still need to act. |
completed | All participants signed. Signed PDF and certificate available. |
voided | Cancelled before completion. |
declined | A participant declined; the envelope is terminated. |
expired | Reached its expiration before completing. |
Transitions
Create → draft
Submitting a document and participants creates the envelope in
draft and kicks off detection
asynchronously. The response returns immediately with the envelope ID and a review URL.draft → review
Detection finishes and assigns every field to a participant. Anything in
draft or review is
fully editable — fields, participants, and policy.review → in_progress
On Send, a credit is consumed and the first participant is emailed their link. With
review-first (the default), a human clicks Send; with auto-send or a trusted template, Atlas
sends as soon as detection completes.
Mid-flight actions
Available to the sender via the REST API, MCP, and dashboard equivalently:- Remind — re-send the current participant’s signing email (free, rate-limited).
- Resend / recover link — reissue a participant’s link.
- Void — cancel any envelope before completion. Signers who open a voided link see a clear “this document was canceled” state.
- Edit drafts —
draft/reviewenvelopes are fully editable; nothing is editable after send except voiding. - Scheduled send & auto-reminders — the envelope policy can schedule a future send, a reminder cadence, and an expiration, all handled without caller involvement.
After completion
- Signed PDF — the original with all signatures, values, and completion stamps embedded.
- Audit certificate — the companion PDF documenting the evidentiary record.
- Structured extraction — on request, Atlas extracts the contract’s substantive terms (parties, dates, amounts, renewal, governing law) as structured data, optionally delivered by webhook.
- Verification — a public surface to confirm a signed document’s integrity.