Signature Request: Invitation and Signing Package

A prepared document or document set sent to specified people for signing and other configured actions.

Published on

2026-11-06

Last updated on

A request connects documents, recipients and configured signing actions.
The invitation provides access; it is not itself a completed agreement.
Envelope terminology varies between platforms and APIs.

What is a signature request?

A signature request is an invitation for specified people to review and complete a prepared document or document set. It connects the files, recipient details, assigned actions and settings for that signing transaction.

Request, invitation and envelope

The invitation delivers access to the request; it is not the whole agreement. “Envelope” is another platform or API term for a transaction container. Its exact meaning varies, and it should not be assumed to be a universal user-interface label.

Sign.Plus’s request definition distinguishes sending, participant involvement and tracking. Set recipient roles and required document fields before dispatch. Sending an invitation is not evidence that someone has accepted or signed.

What belongs to the request record?

Keep the relevant document version and associated actions together. Follow request and recipient progress to determine what remains outstanding. A request can contain several documents or involve several people without becoming multiple independent agreements of the kind created through bulk distribution.

A Common Case: Preparing a multi-document client package

A Georgia legal-services practice might send a client an engagement document and administrative acknowledgment together. It would verify the files, recipients and assigned fields before dispatch, then distinguish the sent invitation from the client’s later actions on the request.