# Annature > Changelog, documentation for Annature. > Full content available at https://annature.productlane.com/llms-full.txt ## Changelog - [AML & CTF Custom fields — XPM and FYI Elite](https://annature.productlane.com/changelog/2026-07-29-aml-ctf-custom-fields-xpm-and-fyi-elite): 2026-07-29 - [Identity verification — now in transitional period](https://annature.productlane.com/changelog/2026-07-13-identity-verification-now-in-transitional-period): 2026-07-13 - [Identity verification 2.0 — Built for AML & CTF](https://annature.productlane.com/changelog/2026-07-02-identity-verification-2-0-built-for-aml-ctf): 2026-07-01 - [AML/CTF - Internal risk assessments](https://annature.productlane.com/changelog/2026-06-18-aml-ctf-internal-risk-assessments): 2026-06-18 - [AML/CTF - Program documents & Training](https://annature.productlane.com/changelog/2026-06-12-aml-ctf-program-documents-training): 2026-06-12 - [Word to PDF conversion restored](https://annature.productlane.com/changelog/2026-06-04-word-to-pdf-conversion-restored): 2026-06-04 - [Word to PDF conversion unavailable](https://annature.productlane.com/changelog/2026-06-04-word-to-pdf-conversion-unavailable): 2026-06-03 - [AML/CTF Tranche 2](https://annature.productlane.com/changelog/2026-05-26-aml-ctf-tranche-2): 2026-05-26 - [Analytics is here](https://annature.productlane.com/changelog/2026-04-30-analytics-is-here): 2026-04-30 - [Annature Payments is live - action required for Xero users](https://annature.productlane.com/changelog/2026-03-25-annature-payments-is-live-action-required-for-xero-users): 2026-03-25 - [Annature Payments launches March 23 - Secure early access now](https://annature.productlane.com/changelog/2026-03-09-annature-payments-launches-march-23-secure-early-access-now): 2026-03-09 - [Faster uploads and increased document limits](https://annature.productlane.com/changelog/2026-02-24-faster-uploads-and-increased-document-limits): 2026-02-23 - [21 CFR Part 11 module](https://annature.productlane.com/changelog/2026-02-05-21-cfr-part-11-module): 2026-02-05 - [Improving in-app support: Live chat, support portal and a roadmap](https://annature.productlane.com/changelog/2026-01-08-improving-in-app-support-live-chat-support-portal-and-a-roadmap): 2026-01-08 - [New ACMA rules and Annature](https://annature.productlane.com/changelog/2025-12-10-new-acma-rules-and-annature): 2025-12-10 - [Envelope expiration - set signing deadlines](https://annature.productlane.com/changelog/2025-11-06-envelope-expiration-set-signing-deadlines): 2025-11-06 - [[Webinar] 3 Powerful technologies for modern accounting firms](https://annature.productlane.com/changelog/2025-11-03-webinar-3-powerful-technologies-for-modern-accounting-firms): 2025-11-03 - [Xplan integration now restored](https://annature.productlane.com/changelog/2025-10-28-xplan-integration-now-restored): 2025-10-28 - [Introducing our new in-app updates](https://annature.productlane.com/changelog/2025-10-27-introducing-our-new-in-app-updates): 2025-10-27 - [Xplan integration currently unavailable](https://annature.productlane.com/changelog/2025-10-27-xplan-integration-currently-unavailable): 2025-10-27 ## Docs ### Getting Started - [Welcome to Annature](https://annature.productlane.com/docs/getting-started/welcome-to-annature): Get your account set up with guides covering your first envelope, branding, team invites, integrations, and more. - [Sending Your First Envelope](https://annature.productlane.com/docs/getting-started/sending-your-first-envelope): Walk through creating and sending your first envelope in Annature, from uploading documents to hitting send. - [Getting Your Team Members On Board](https://annature.productlane.com/docs/getting-started/getting-your-team-members-on-board): Invite team members, assign roles, and manage access across your organisation. - [Branding](https://annature.productlane.com/docs/getting-started/branding): Apply your organisation's logo, colours, and identity across envelopes and email notifications. - [Connecting Integrations](https://annature.productlane.com/docs/getting-started/connecting-integrations): Connect your favourite apps to Annature and streamline your workflows. - [Set Reminders on Your Schedule](https://annature.productlane.com/docs/getting-started/set-reminders-on-your-schedule): Configure automatic reminders to nudge recipients to complete outstanding envelopes and verifications. - [Signing an envelope with Annature](https://annature.productlane.com/docs/getting-started/signing-an-envelope-with-annature): A quick introduction to opening, reviewing, and electronically signing an envelope as a recipient. ### My Account - [Role types](https://annature.productlane.com/docs/my-account/role-types): Understand the four permission levels in Annature — Owner, Admin, Standard, and Read Only — and what each can do. - [Update your account name and email address](https://annature.productlane.com/docs/my-account/update-your-account-name-and-email-address): Keep your display name, email, and time zone accurate so recipients and notifications stay correct. - [Default Signatures](https://annature.productlane.com/docs/my-account/default-signatures): Save your default signature, initials, and stamp so they're ready whenever you sign an envelope. - [Change your password](https://annature.productlane.com/docs/my-account/change-your-password): Update your Annature password to keep your account and documents secure. - [Multi-factor authentication (MFA)](https://annature.productlane.com/docs/my-account/multi-factor-authentication-mfa): Add an extra layer of login security using Google Authenticator or Microsoft Authenticator. ### Sending - [Sending an envelope](https://annature.productlane.com/docs/sending/sending-an-envelope) - [Managing in-progress envelopes](https://annature.productlane.com/docs/sending/managing-in-progress-envelopes): Track envelope progress, manage recipients, and take actions like voiding or resending from your dashboard. - [Recall an Envelope](https://annature.productlane.com/docs/sending/recall-an-envelope) ### Signing - [My inbox](https://annature.productlane.com/docs/sending/my-inbox): View all envelopes sent to you by any business using Annature, and sign or review documents directly from your dashboard. - [Signing an Envelope](https://annature.productlane.com/docs/sending/signing-an-envelope): Step-by-step guide to accessing, reviewing, signing, and completing an envelope sent to you through Annature. - [Assign to someone else](https://annature.productlane.com/docs/signing/assign-to-someone-else): Hand off your signing step to someone else during a session. ### Advanced Envelope Features - [Document Fields](https://annature.productlane.com/docs/advanced-envelope-features/document-fields): Explore every field type available when preparing documents, from signatures and text to checkboxes and dropdowns. - [Envelope Authentication](https://annature.productlane.com/docs/advanced-envelope-features/envelope-authentication): Require recipients to verify their identity via password or SMS two-factor authentication before accessing an envelope. - [Message templates](https://annature.productlane.com/docs/advanced-envelope-features/message-templates): Reusable envelope names and messages for every send. - [Envelope expiration](https://annature.productlane.com/docs/advanced-envelope-features/envelope-expiration): Set a deadline on an envelope so it's automatically voided if not completed in time. - [Private Messages](https://annature.productlane.com/docs/advanced-envelope-features/private-messages): Send a tailored message to a specific recipient on an envelope, replacing the main message for that recipient only. - [Redirect Endpoints](https://annature.productlane.com/docs/advanced-envelope-features/redirect-endpoints): Send recipients to a custom URL after they complete or decline an envelope. - [Document Permissions](https://annature.productlane.com/docs/advanced-envelope-features/document-permissions) - [Stamps for Electronic Notarisation](https://annature.productlane.com/docs/advanced-envelope-features/stamps-for-electronic-notarisation): Support for digital stamps commonly used in Japan as an alternative to handwritten signatures. - [CFR Part 11 Signature Field](https://annature.productlane.com/docs/advanced-envelope-features/cfr-part-11-signature-field): Capture the reason for signing alongside the signature to meet CFR Part 11 regulatory requirements. - [](https://annature.productlane.com/docs/advanced-envelope-features/untitled-7) - [Electronic Witnessing](https://annature.productlane.com/docs/advanced-envelope-features/electronic-witnessing): Capture in-person witness signatures on the same device as the signer, without adding the witness as a recipient. - [Attachments Field](https://annature.productlane.com/docs/advanced-envelope-features/attachments-field): Allow recipients to upload files like certificates, documents, or photos directly within an envelope. - [Reassign recipient](https://annature.productlane.com/docs/advanced-envelope-features/reassign-recipient): Control whether recipients can reassign their signing step to someone else. - [Automatically place fields on your documents](https://annature.productlane.com/docs/advanced-envelope-features/automatically-place-fields-on-your-documents) ### Templates - [Introduction to Templates](https://annature.productlane.com/docs/templates/introduction-to-templates): Save pre-configured envelopes with documents, fields, and roles so you can reuse them with just a few clicks. - [Creating templates](https://annature.productlane.com/docs/templates/creating-templates): Set up a reusable template with documents, roles, fields, and default envelope settings for your team. - [Sending a template](https://annature.productlane.com/docs/templates/sending-a-template): Send an envelope from a template using Quick Send for speed, or Use Template for full customisation before sending. ### Identity Verification - [Introduction to Annature’s Identity Verification Product](https://annature.productlane.com/docs/identity-verification/introduction-to-annature-s-identity-verification-product) - [How to Send an Identity Verification Request](https://annature.productlane.com/docs/identity-verification/how-to-send-an-identity-verification-request): Create a verification request by entering your client's details, with options for biometrics and tax detail collection. - [Verify your identity through Annature](https://annature.productlane.com/docs/identity-verification/verify-your-identity-through-annature): A client-facing guide to completing an identity verification, from SMS authentication to ID capture. - [Require tax details](https://annature.productlane.com/docs/identity-verification/require-tax-details): Collect your client's TFN, BSB, and account number as part of the identity verification process. - [Requiring a Biometrics Check](https://annature.productlane.com/docs/identity-verification/requiring-a-biometrics-check): Add facial recognition to your verification requests by comparing a selfie against the client's identity document. - [Reviewing Completed Identity Verifications](https://annature.productlane.com/docs/identity-verification/reviewing-completed-identity-verifications): View captured document data, risk screening results, and sight your client's identity evidence from the verification detail view. - [Downloading Identity Verification Reports](https://annature.productlane.com/docs/identity-verification/downloading-identity-verification-reports): Download the certificate of verification and multi-bureau check report for any completed identity verification. - [Purging and Destroying Sensitive Verification Data](https://annature.productlane.com/docs/identity-verification/purging-and-destroying-sensitive-verification-data): Permanently destroy sensitive identity evidence while retaining the certificate of verification for your records. ### Payments - [Introduction to Annature Payments](https://annature.productlane.com/docs/payments/introduction-to-annature-payments): Collect payments directly within your signing flow so clients can review, sign, and pay in one step. - [Payments Registration](https://annature.productlane.com/docs/payments/payments-registration): Complete business and bank verification so your organisation can accept payments through Annature. - [Sign & Pay](https://annature.productlane.com/docs/payments/sign-pay): Get paid as your client signs — no follow-up required. - [Payment Pre-Approval](https://annature.productlane.com/docs/payments/payment-pre-approval-2): Collect your client's payment details during signing to charge at a later date. - [ASIC Payments](https://annature.productlane.com/docs/payments/asic-payments): Enable payments to prompt recipients to pay their ASIC fees during the signing process. Funds are sent directly to ASIC in a single transaction. - [I've Noticed a Charge on My Credit Card I Don't Recognise](https://annature.productlane.com/docs/payments/i-ve-noticed-a-charge-on-my-credit-card-i-don-t-recognise): Explains why an Annature charge may appear on your statement and how to resolve unrecognised transactions. ### Integrations - [Introduction to Integrations](https://annature.productlane.com/docs/integrations/introduction-to-integrations): Connect Annature with the tools your team already uses every day. - [Connecting to Pinch Payments](https://annature.productlane.com/docs/integrations/connecting-to-pinch-payments) - [Sending documents from FYI](https://annature.productlane.com/docs/integrations/sending-documents-from-fyi): How to send one or more documents from FYI to Annature for signing, and what happens once they're signed. - [Connecting to FYI [video]](https://annature.productlane.com/docs/integrations/connecting-to-fyi-video): Generate an Annature API key, plug it into FYI, and configure the recommended settings to get the most out of the integration. - [Payment Method field](https://annature.productlane.com/docs/integrations/payment-method-field) - [Creating API keys](https://annature.productlane.com/docs/integrations/creating-api-keys): What API keys do, how to create one, and how to keep it safe. - [Xero Practice Manager](https://annature.productlane.com/docs/integrations/xero-practice-manager): Manage XPM clients, send envelopes, and run identity verifications from a dedicated dashboard in Annature. - [FYI](https://annature.productlane.com/docs/integrations/fyi) - [Worksorted](https://annature.productlane.com/docs/integrations/worksorted): View Worksorted clients in Annature, send envelopes with pre-filled details, and sync completed documents back as notes. - [Google Chrome Extension](https://annature.productlane.com/docs/integrations/google-chrome-extension): Create envelopes directly from your browser when viewing a PDF, without leaving Chrome. - [Microsoft Entra SSO (Single Sign-On)](https://annature.productlane.com/docs/integrations/microsoft-entra-sso-single-sign-on): Your team can log in using their existing Microsoft credentials, streamlining access and reducing password management headaches. - [Pinch Payments](https://annature.productlane.com/docs/integrations/pinch-payments-2): How Annature and Pinch Payments work together to collect payment details and eSignatures in a single step. - [Power Automate](https://annature.productlane.com/docs/integrations/power-automate): Build custom workflows connecting Annature with SharePoint, Teams, Outlook, and hundreds of other apps using Microsoft's drag-and-drop builder — no code required. ### Address Book - [How Does the Address Book Work?](https://annature.productlane.com/docs/address-book/how-does-the-address-book-work): Store contacts in one place for quick, error-free sending — populated automatically as you send envelopes. - [Create and manage Contacts](https://annature.productlane.com/docs/address-book/create-and-manage-contacts): Add, edit, and organise contacts manually or let them sync automatically through integrations. ### Settings - [Organisation & Branding](https://annature.productlane.com/docs/settings/organisation-branding): Update your business details and apply your logo, brand colour, and sending domain across all outgoing envelopes. - [Groups](https://annature.productlane.com/docs/settings/groups): Organise your team into groups for envelope sharing and apply distinct branding, contact details, and sending domains per group. - [Team members](https://annature.productlane.com/docs/settings/team-members): Invite team members, assign roles and groups, manage permissions, and deactivate accounts when needed. - [Domain locking](https://annature.productlane.com/docs/settings/domain-locking): Restrict user accounts to verified email domains to prevent duplicate organisations and unauthorised access. - [Email notifications](https://annature.productlane.com/docs/settings/email-notifications): Choose which envelope events trigger email alerts, from recipient actions to delivery failures. - [Automatic reminders](https://annature.productlane.com/docs/settings/automatic-reminders): Keep envelopes moving with scheduled follow-ups. - [Message templates](https://annature.productlane.com/docs/settings/message-templates): Create and manage reusable message templates with dynamic placeholders for consistent envelope communication. - [Custom email templates](https://annature.productlane.com/docs/settings/custom-email-templates): Upload custom HTML email templates for envelope request and completion notifications, with Mustache bindings for dynamic content. - [Sending domains](https://annature.productlane.com/docs/settings/sending-domains): Send envelope emails from your own domain instead of Annature's default for a more professional, branded experience. - [Envelope preferences](https://annature.productlane.com/docs/settings/envelope-preferences): Configure certificate redaction, email notification behaviour, sending warnings, and signing options across your organisation. - [Labels](https://annature.productlane.com/docs/settings/labels): Create custom labels to categorise, organise, and filter your envelopes from the sidebar. - [PDF processing](https://annature.productlane.com/docs/settings/pdf-processing): Control how PDFs are optimised and how form fields and metadata are handled before documents are sent for signing. - [Data retention](https://annature.productlane.com/docs/settings/data-retention): Control how long completed or voided envelopes are stored before automatic deletion. - [Email history](https://annature.productlane.com/docs/settings/email-history): Track every email sent from your Annature account with full visibility over delivery, opens, clicks, and failures. - [Add-ons](https://annature.productlane.com/docs/settings/add-ons): Enable optional features like enhanced verification checks, TFN collection, and Class document anchors. ### Analytics and reports - [Analytics](https://annature.productlane.com/docs/analytics-and-reports/analytics): Track how your organisation is using Annature with reports on envelopes and text messages over time, broken down by account, group, and status. ### Billing - [How to Subscribe](https://annature.productlane.com/docs/billing/how-to-subscribe): Activate your Annature subscription with a self-serve setup directly from the app. - [Update Your Payment Method](https://annature.productlane.com/docs/billing/update-your-payment-method): Swap out an expired or outdated card from your billing settings at any time. - [Update Your Billing Details](https://annature.productlane.com/docs/billing/update-your-billing-details): Keep your organisation’s billing information accurate and up to date. - [View Your Invoices](https://annature.productlane.com/docs/billing/view-your-invoices): Access, review, and download your full Annature invoice history from billing settings. - [Organisation-Wide Text Messaging](https://annature.productlane.com/docs/billing/organisation-wide-text-messaging): Enable or disable SMS sending across your entire organisation for security, policy, or cost reasons. ### Security - [What Is a Certificate of Completion?](https://annature.productlane.com/docs/security/what-is-a-certificate-of-completion): A downloadable record that verifies all parties have signed and captures the full audit trail of a completed envelope. - [Security Tips](https://annature.productlane.com/docs/security/security-tips): Practical steps your team can take to protect your Annature account, from MFA to password hygiene. - [Annature’s Security Qualifications Explained](https://annature.productlane.com/docs/security/annature-s-security-qualifications-explained): An overview of Annature's security certifications, infrastructure, and commitment to data protection. - [Where Does Annature Store Data?](https://annature.productlane.com/docs/security/where-does-annature-store-data): All customer data is hosted on AWS within Australia, ensuring local data sovereignty and compliance. ### Guides & Videos - [Navigating checkboxes [video]](https://annature.productlane.com/docs/guides-videos/navigating-checkboxes-video): Learn how to use single checkboxes, group them together, and apply validation rules like radio buttons to control recipient selections. - [Disabling attachments on completion emails [video]](https://annature.productlane.com/docs/guides-videos/disabling-attachments-on-completion-emails-video): Control whether completed documents are sent as email attachments or accessed via a secure link, with added audit trail visibility. - [Setting up a SharePoint sync with Power Automate [video]](https://annature.productlane.com/docs/guides-videos/setting-up-a-sharepoint-sync-with-power-automate-video): Build a two-way sync between SharePoint and Annature using Microsoft Power Automate — send documents from SharePoint to Annature for signing, and have signed copies file back automatically. Allow ~ 45mins for setup. - [Using anchors to place fields [video]](https://annature.productlane.com/docs/guides-videos/using-anchors-to-place-fields-video): Use anchors in your source templates to automatically place fields on documents of varying length — perfect for quotes, engagement letters, and any document generated from a template you control. ### Resources - [Mobile area codes](https://annature.productlane.com/docs/resources/mobile-area-codes): A reference list of supported countries and their mobile area codes for sending SMS notifications internationally. - [Message Template Library](https://annature.productlane.com/docs/resources/message-template-library): Pre-written message templates for accounting, general business, and HR use cases to get you started. - [Informing Your Clients About Your Transition to Annature](https://annature.productlane.com/docs/resources/informing-your-clients-about-your-transition-to-annature): Ready-made resources and communication templates to help you onboard your clients smoothly. ### FAQ's - [How can I use SMS?](https://annature.productlane.com/docs/faq-s/how-can-i-use-sms): Explore the ways SMS works in Annature, from delivering envelopes to two-factor authentication. - [What Happens to a Deleted User’s Envelopes and Verifications?](https://annature.productlane.com/docs/faq-s/what-happens-to-a-deleted-user-s-envelopes-and-verifications): Envelopes and verifications remain in your organisation even after a team member is removed. - [Locate an envelope ID](https://annature.productlane.com/docs/faq-s/locate-an-envelope-id): Find the unique reference number for any envelope as a sender or recipient. - [Why Emails May Fail to Deliver — And What You Can Do](https://annature.productlane.com/docs/faq-s/why-emails-may-fail-to-deliver-and-what-you-can-do): Understanding bounces, denylists, and how to keep your emails flowing smoothly. - [What Is the File Size Limit for an Envelope?](https://annature.productlane.com/docs/faq-s/what-is-the-file-size-limit-for-an-envelope): Combined documents in an envelope cannot exceed 50MB. - [What Document File Types Are Supported?](https://annature.productlane.com/docs/faq-s/what-document-file-types-are-supported): Annature supports PDF and .DOCX uploads. - [How Can We Ensure the Witness Has Signed When Both Signer and Witness Use the Same Device?](https://annature.productlane.com/docs/faq-s/how-can-we-ensure-the-witness-has-signed-when-both-signer-and-witness-use-the-same-device): How Annature records witness identity and signatures during same-device electronic witnessing. - [Sending to Recipients Who Share an Email Address](https://annature.productlane.com/docs/faq-s/sending-to-recipients-who-share-an-email-address): When multiple recipients share an email address, their signing requests can get grouped together. Use signing order and message placeholders to keep things clear. ### Xero integration - [Xero integration overview](https://annature.productlane.com/docs/xero-integration/xero-integration-overview) - [Connecting to Xero](https://annature.productlane.com/docs/xero-integration/connecting-to-xero) - [Disconnecting from Xero](https://annature.productlane.com/docs/xero-integration/disconnecting-from-xero) - [Importing contacts from Xero](https://annature.productlane.com/docs/xero-integration/importing-contacts-from-xero) - [Syncing Xero contacts](https://annature.productlane.com/docs/xero-integration/syncing-xero-contacts) - [Using contacts from Xero](https://annature.productlane.com/docs/xero-integration/using-contacts-from-xero) - [Xero permissions (OAuth scopes)](https://annature.productlane.com/docs/xero-integration/xero-permissions-oauth-scopes) - [Reconnecting to Xero](https://annature.productlane.com/docs/xero-integration/reconnecting-to-xero) ### FYI integration (ID) - [FYI integration (ID) overview](https://annature.productlane.com/docs/fyi-integration-id/fyi-integration-id-overview): How Annature and FYI work together to streamline client identity verification. - [Connecting to FYI](https://annature.productlane.com/docs/fyi-integration-id/connecting-to-fyi): Link FYI to Annature to start sending ID verifications and syncing results to your client records. - [Creating a verification](https://annature.productlane.com/docs/fyi-integration-id/creating-a-verification): How to initiate an Identity verification request using your connected FYI account. - [Syncing verification results](https://annature.productlane.com/docs/fyi-integration-id/syncing-verification-results): What gets written back to your FYI client record when a verification is completed. - [Automatic disbursements](https://annature.productlane.com/docs/fyi-integration-id/automatic-disbursements): Automatically bill clients for ID verifications using your FYI disbursement rates. ### Xplan integration - [Xplan](https://annature.productlane.com/docs/xplan-integration/xplan): Connect your Xplan client data to Annature for streamlined document handling and identity verification in financial services. - [Connecting to Xplan](https://annature.productlane.com/docs/xplan-integration/connecting-to-xplan) - [Disconnecting from Xplan](https://annature.productlane.com/docs/xplan-integration/disconnecting-from-xplan) - [Sending envelopes to Xplan clients](https://annature.productlane.com/docs/xplan-integration/sending-envelopes-to-xplan-clients) - [Creating identity verifications for Xplan clients](https://annature.productlane.com/docs/xplan-integration/creating-identity-verifications-for-xplan-clients) ### Identity Verification 2.0 - [Verification message bindings](https://annature.productlane.com/docs/identity-verification-2-0/verification-message-bindings): Personalise the email and SMS sent when you create an identity verification request.