How it works, for people and for agents.
Everything the connector does, in the order you will meet it.
The flow
- Upload. A local PDF goes up through a one-time link:
create_upload. - Prepare.
prepare_envelopebuilds a draft with the signers and suggested fields. Nothing is sent. - Check. You get a marked-up review PDF and an editor link;
update_envelopechanges signers or fields;preview_envelopeshows the current draft. - Send.
send_envelope, on your word. Each signer is emailed a private link. - Follow.
statusshows who has opened and signed;invite_remaining_signersreminds;void_envelopecancels. - Keep.
get_signed_copyandget_certificatewhen everyone has signed.
Tools
| Tool | What it does | Changes anything |
|---|---|---|
| create_upload | Gives a one-time link to upload a local PDF | Creates an upload |
| prepare_envelope | Builds a draft request from a PDF and its signers | Creates a draft |
| preview_envelope | Shows the current draft and fresh review links | Replaces earlier review links |
| update_envelope | Changes signers, fields, title, message or sender on a draft | Edits the draft |
| send_envelope | Sends the approved draft to its signers | Sends email |
| void_envelope | Cancels a draft or a request in progress | Cancels and notifies signers |
| invite_remaining_signers | Reminds signers who have not signed | Sends email |
| set_session_notes | Private cue notes for a guided session | Edits notes |
| status | One request by reference, or the twenty most recent | No |
| get_signed_copy | A ten-minute link to the signed PDF | No |
| get_certificate | A private link to the certificate | Creates a private link |
| get_commissioning_record | The identity record of a guided session that captured ID | Logs the access |
| mark_id_images_transferred | Records that ID photos were filed | Starts their deletion clock |
| whoami | The connected account and its sending mailboxes | No |
Documents
- PDF only.
- Up to 25 MB and 60 pages.
- From a local file (through an upload link), from an HTTPS address, or inline for files under 2 MB.
Signers
- Up to ten people on a request: signers, and people who only receive the finished copy.
- Everyone signs at the same time unless you ask for an order.
- Two signers can share one email address; each keeps their own fields and link.
Fields
- Signature, initials, date, name, text, checkbox and strike-through.
- The agent suggests placements; you see every one on the review copy before anything is sent.
- Dates print in the format the form expects.
Guided signing
Most requests are sent and signed on the signer's own time. A guided request is led live by the sender, for example on a video call: the signers join from their phones and sign each field when the sender asks for it.
The record
Every request has a reference like FS-7QK4MD, printed on each page of the signed file.
The public record at sign.futuras.ai shows the reference, the status, the completion time, the signers' names and the SHA-256 fingerprint of the final file. It shows no email addresses.
The certificate, with the full event record, is private to the parties.
What it is not for
- Wills, powers of attorney and other documents the law does not allow to be signed electronically.
- Signing on someone else's behalf. Each signer acts for themselves.
For agents
A plain-text version of this page for assistants is at /llms.txt.