Terminology
A quick reference for the terms you'll see throughout Propper Sign. If you're new, start with the Overview to see how these fit together.
Core Terms
Agreement, A signing transaction. Each time you need signatures on a document, you create an agreement. It holds the document, the list of recipients, and a record of everything that happens. See Managing Agreements.
Template, A reusable document blueprint. Set up the document with tags and recipient roles once, then send it as many times as you need without repositioning anything. See Templates.
Tag, An interactive field placed on a document where a recipient needs to act, sign, initial, type something, check a box, and so on. See Tag Types for the full list.
Document, The PDF file that recipients sign. You attach a document to a template or directly to an agreement.
Recipient, Anyone added to an agreement. What a recipient is asked to do depends on their role, sign, approve, witness, or simply receive a copy.
Sender, You. The person who creates and sends the agreement.
Role, The label that defines what a recipient must do. When building a template, roles are abstract placeholders (like "Client" or "Manager"). When you send an agreement, you replace those placeholders with real names and email addresses. See Recipient Roles.
Agreement Statuses
As recipients act on an agreement, its status updates automatically. Here's what each status means and what you can do at that stage.
| Status | What it means | What you can do |
|---|---|---|
| Created | Prepared but not yet sent | Still edit recipients, tags, and settings |
| Sent | Invitations delivered; no one has opened yet | Resend reminders |
| Delivered | At least one recipient has opened their email | Monitor progress |
| In Progress | At least one recipient has begun signing | Monitor progress, send reminders |
| Completed | Everyone has finished, document is finalized | Download, share, or view the audit certificate |
| Voided | You canceled the agreement | View the audit trail; send a new agreement if needed |
| Expired | The deadline passed before all recipients signed | View the audit trail; send a new agreement if needed |
| Declined | A recipient refused to sign | View the reason in the audit trail; take next steps |
See Managing Agreements for how to act on each status.
Signing Order
Sequential, Recipients sign one at a time in a fixed order. The next person is only notified once the previous one finishes. Use this when the order matters, for example, a manager must approve before an employee signs.
Parallel, All recipients are notified at the same time and can sign in any order. Use this when you want the fastest turnaround.
Bulk, One template sent to a large list of people, where each person gets their own independent copy to sign. Use this for company-wide acknowledgements or mass consent. See Bulk Send.
Related References
- Recipient Roles: Full breakdown of every role type and when to use each
- Tag Types: Every tag type with configuration options and validation rules
- Identity Verification: How to require recipients to verify their identity before signing