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ONE3.ai

Office · Module

Sign

Envelopes sent from the record, signed with India Stack methods and filed back

Planned · Year 2 (W3)Sold as: Add-onC-46

Sign executes documents inside the flows that create them: offer letters, quotes, SOWs, NDAs and vendor agreements. Envelopes carry signing order, fields, identity methods and a tamper-evident audit certificate, and the signed copy files back to the record.

Signing where the document is born

Sign is planned for W3 as an add-on with envelopes metered. A Send for signature Action is planned on quotes in CRM, offers in Recruit, employee documents in Core HR, contracts in Legal CLM and visitor NDAs. When the envelope completes, the source record updates and the signed PDF and certificate file to Drive and the record automatically.

The envelope core

An envelope can hold PDFs, converted DOCX files or a locked Docs version. Recipients act as signer, approver, viewer or CC, internal or external, in sequential, parallel or mixed order. Fields include signature, initials, date, text, checkbox and dropdown. The signing ceremony is mobile-first and accessible, shows the document hash and lets a signer decline with a reason. Electronic signatures can be typed, drawn or uploaded, authenticated by email, SMS or WhatsApp OTP. Reminders, expiry, void with reason and per-recipient status are standard.

India signatures and stamping

Aadhaar eSign is planned through an empanelled eSign Service Provider. One3 sends only the document hash; the ESP performs e-KYC and returns the signature, and One3 never stores the Aadhaar number. A consent screen with language options is recorded for each signer. An IT Act First Schedule guard classifies document types and blocks excluded instruments from electronic signature, with no override. DSC signing and partner e-stamping, with duty shown separately and passed through, are planned for W4. All of these are marked verify with counsel and providers.

Evidence that holds

The audit certificate records events with timestamps, IP, authentication method and document hashes before and after, and the final PDF is sealed with a platform certificate. A verification page lets anyone check the hash. An evidence export pack bundles the signed PDF, certificate, event log and provider references for disputes.

Human counter-signature, always

Organisation counter-signature is always by a named Authorised Signatory under the delegation-of-authority matrix, as an R4 Action with a second factor. Agents can prepare envelopes from records and, at earned autonomy, send on pre-approved templates. Agents never sign.

Templates and bulk

Templates carry roles, fields, order, identity method and document type. Bulk send creates one envelope per recipient, and an Authorised Signatory can sign a list of waiting envelopes in one session. Archived envelopes from DocuSign, Zoho Sign and Leegality can be imported as read-only records (verify export APIs).

Features

What Sign includes

Multi-document envelopes

PDF, converted DOCX or a locked Docs version, several per envelope.

Recipient roles and signing order

Signer, approver, viewer and CC in sequential, parallel or mixed order.

Field placement

Signature, initials, date, text, checkbox and dropdown fields per recipient.

OTP e-signature

Typed, drawn or uploaded signatures with email, SMS or WhatsApp OTP.

Mobile-first signing ceremony

Accessible, shows the document hash, allows decline with reason and download of own copy.

Tamper-evident audit certificate

Timestamps, IP, authentication method and hashes, with a sealed final PDF.

Aadhaar eSign via licensed ESP

Hash-only flow with e-KYC at the provider; One3 never stores the Aadhaar number (verify).

First Schedule guard

Excluded document types are blocked from electronic signature with an explanation (verify).

WhatsApp signature requests

Approved templates and consent, linking straight into the signing ceremony.

Authorised Signatory counter-signature

Named signatory, R4, second factor, under the delegation-of-authority matrix.

Templates and bulk send

Reusable roles, fields and identity methods; one envelope per recipient.

Bulk signing by one signatory

Review and sign many waiting envelopes in one session.

Auto-filing to record

Signed PDF and certificate filed to Drive and the source record, which updates on completion.

Envelope meter and trial sandbox

Plan allowance with hard cap; trial mode uses the provider sandbox with a not-legally-binding watermark.

Workflow

Record to envelope, signed and filed

  1. 1

    Lock a document version from a quote, offer, contract or NDA.

  2. 2

    Check the document type against the First Schedule guard.

  3. 3

    Purchase an e-stamp through a partner if needed, as an R4 approval.

  4. 4

    Set recipients, order, fields and identity method, then send by email or WhatsApp.

  5. 5

    Signers sign by OTP or Aadhaar eSign; the Authorised Signatory counter-signs with a second factor.

  6. 6

    Seal the PDF with the audit certificate, file it and update the source record.

Workflow

Offer letter from Recruit

  1. 1

    An approved offer generates an offer letter from a Docs template.

  2. 2

    The AI agent prepares the envelope as a draft.

  3. 3

    A recruiter sends it; the candidate signs on mobile.

  4. 4

    The signed letter files to the candidate record and onboarding can begin.

AI

AI skills and Digital Employees

Field auto-detection

Finds signature lines, dates and names on uploaded PDFs as suggestions.

Clause highlights

Flags unusual clauses against the tenant playbook before counter-signature; advisory, never blocks.

Document-type suggestion

Suggests a type for the First Schedule guard; a human confirms and AI cannot bypass the guard.

Envelope preparation

Agents prepare envelopes from records; sending only on pre-approved templates at earned autonomy.

Digital Employees that use this module

They act through the same governed Actions as people; risky steps wait for approval.

Frequently asked questions

Is One3 an eSign Service Provider?

No. One3 is planned as an application that integrates a licensed eSign Service Provider. It does not act as an ESP or Certifying Authority (verify with counsel).

Can AI sign on my behalf?

No. Agents never sign, and organisation counter-signature is always a named human Authorised Signatory with a second factor.

Does Sign handle stamp duty?

Partner e-stamping is planned for W4. Duty and provider fees are shown before purchase and passed through (verify state coverage and rules with your CA).

Can I bring my old DocuSign envelopes?

Archived envelopes and certificates from DocuSign, Zoho Sign and Leegality are planned for import as read-only records, subject to their export APIs.

When is Sign planned?

Sign is planned for W3 (Year 2), with DSC and e-stamping depth in W4.

See Sign in your workflow

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