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Annature Help Centre
Signing an Envelope
Glossary
Using the Annature API
Getting Started
Welcome to Annature
Sending Your First Envelope
Getting Your Team Members On Board
Branding
Connecting Integrations
Set Reminders on Your Schedule
Signing an envelope with Annature
My Account
Role types
Update your account name and email address
Default Signatures
Change your password
Multi-factor authentication (MFA)
Envelopes
My inbox
Sending an Envelope
Message templates
Automatically place fields on your documents
Document Fields
Managing in-progress envelopes
Assign to someone else
In-person signing [video]
Formatting text in messages
Redirect Endpoints
Document Permissions
Private Messages
Envelope expiration
Envelope Authentication
Templates
Introduction to Templates
Creating templates
Sending a template
Identity Verification
Introduction to Identity verification 2.0
Sending an identity verification
Verification message bindings
Completing a verification
Reviewing a completed identity verification
Creating an AML & CTF screening
Reviewing a completed AML & CTF screening
Identity Verification Message Templates
Payments
Introduction to Payments
Payments Registration
Sign & Pay
Payment Pre-Approval
ASIC Payments
Payments dashboard
I've Noticed a Charge on My Credit Card I Don't Recognise
Integrations
Introduction to Integrations
Creating API keys
Xero
Xero Practice Manager
FYI (envelopes)
FYI (ID)
Worksorted
Xplan
Google Chrome Extension
Microsoft Entra SSO (Single Sign-On)
Pinch Payments
Power Automate
Address Book
How Does the Address Book Work?
Create and manage Contacts
Sending envelopes to a contact
Settings
Organisation & Branding
Groups
Team members
Domain locking
Email notifications
Automatic reminders
Message templates
Custom email templates
Sending domains
Envelope preferences
Labels
PDF processing
Data retention
Email history
Add-ons
Analytics and reports
Analytics
Billing
How to Subscribe
Update Your Payment Method
Update Your Billing Details
View Your Invoices
Organisation-Wide Text Messaging
Customised subscriptions overages
Security
What Is a Certificate of Completion?
Security Tips
Annature’s Security Qualifications Explained
Where Does Annature Store Data?
Guides & Videos
Navigating checkboxes [video]
Disabling attachments on completion emails [video]
Setting up a SharePoint sync with Power Automate [video]
Using anchors to place fields [video]
Resources
Mobile area codes
Message Template Library
Informing Your Clients About Your Transition to Annature
FAQ's
How can I use SMS?
What Happens to a Deleted User’s Envelopes and Verifications?
Locate an envelope ID
Why Emails May Fail to Deliver — And What You Can Do
What Is the File Size Limit for an Envelope?
What Document File Types Are Supported?
How Can We Ensure the Witness Has Signed When Both Signer and Witness Use the Same Device?
How to Whitelist Annature’s Sending Email
Sending to Recipients Who Share an Email Address
For Developers
Introduction to the Annature API
What you can do with the Annature API
Embedded signing and sending
Branding envelopes for platform integrators
The Annature Partner Program
Envelope metadata
Webhooks
No-code and low-code options
Ultimate beneficial ownership checks
What are Ultimate beneficial ownership (UBO) checks?
Enable UBO checks
Create an ownership check
Understanding ownership results
Ownership terms explained
Requested and associated checks
Who can access UBO checks?
UBO checks troubleshooting & FAQs
System