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  • Getting Started
    • Account Opening
    • Purchasing A Plan
    • Set Up Account
    • Adding A Digital Signature and Initials
    • Setting Permissions
    • Sending Your First Document Out For Signature
    • Self-Signing A Document
    • How A Recipient Signs A Document
    • How Does This Work
  • General
    • Managing Notifications
    • Handling PDF Copies
    • Customize date format and time zone
    • Set Up Branding
    • Set Acceptable Signature Types
    • How To Upload Documents
    • Password Protect Signing
    • Requesting Signer Attachments
    • Adding An Attachment To Requests
    • Ewitnessing A Document
    • Getting Documents Signed In Person
    • Tracking E-sign Requests
    • Handling Audit Trails For E-signatures
  • Users and Teams
    • Creating A Team
    • Invite New Users
    • Inviting New Team Members
    • Inviting New Members To A Sub-team
    • Sharing Documents With Team Members
  • Productivity
    • Creating A Template
    • Using A Template
    • Send Bulk Signature Request
  • Handling The Editor
    • Adding Object Fields
    • Resize, Remove, and Move Object Fields
    • Sign, Date, or Initial a Document
    • Setting Editor Layout
    • Approve or Disapprove A Document
    • Responsiveness of the Editor
    • Live Search Document
    • AI Powered Field Detection
  • Integrations
    • Integrations
    • Google Workspace Integration (DocEndorse Connect)
    • Connect With Office 365
    • Signing/Redacting Documents Within Microsoft Outlook
  • Collecting Payments
    • Connecting to Your Bank Account
    • Managing Your Payment Transactions
    • Preparing Documents To Collect Payments
    • Setting Up payments On Your Account
  • Managing Contacts
    • Adding A Contact
    • Editing or Deleting A Contact
  • Reports And Analytics
    • Get Reports
  • Managing Subscriptions
    • Managing Your Subscriptions
    • Cancelling Your Subscriptions
    • Updating Your Subscriptions
    • Updating Your Payment Method
  • Redact Documents
    • How to Redact A Document
    • Quickly Find and Redact Text
  • Managing Documents
    • Managing Your Documents
  • Using The Ai Agent
    • About Our AI Agent
    • Our Document Intelligence
    • Using the Ai E-sign Assistant

About Our AI Agent

Our platform is the first AI-powered agentic e-signature assistant that manages the entire signing workflow from start to finish. Unlike traditional e-signature tools, our AI doesn’t just provide instructions — it actively does the work for users wherever possible.

Key capabilities:

  • Document Intelligence: Automatically identifies all roles (e.g., landlord, tenant, client, counterparty) and detects every required field (signatures, initials, dates, checkboxes) within a document. Assigns each field to the correct signatory without manual setup.
  • Smart Contact Handling: Users can provide as little as a name, and the AI will find or propose contact details automatically. For bulk requests (e.g., 200+ signatories), the AI generates a ready-to-use CSV template.
  • Generative Messaging: Creates personalized, professional messages, subject lines, and follow-up emails tailored to signing status and recipient context.
  • Content Retrieval: Searches across contracts, templates, and document libraries by keyword, partial information, or semantic meaning — no more scrolling through long file lists.
  • Agentic Assistance: Users can directly ask the AI for help — from generating a contract request, to preparing templates, to guiding them through compliance steps. The AI acts as both guide and doer.
  • Embedded User Guide: Help and support are integrated into the platform — instead of just showing instructions, the AI takes action on behalf of the user whenever possible.
  • Sales & Revenue Focus: By automating contract prep, chasing signatures, and follow-ups, the platform frees teams to focus on closing deals faster and boosting revenue.

In short: our app is the world’s first AI co-pilot for e-signatures — reducing friction, eliminating repetitive setup, and accelerating deal cycles through true AI-driven execution.

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Whether you're handling 10 documents or 10,000, our AI-powered signing assistant will save you time, reduce errors, and close loops faster.

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