Enterprise e-signature without surrendering document custody. Prepare source PDFs, route recipients, collect signatures, and keep evidence trails inside your own governed platform boundary.
Simply Sign gives legal, compliance, privacy, investigations, and business teams a complete signing workflow inside Simply Discover. It supports both standalone signing and case-linked approvals, so documents, recipients, final artifacts, and audit history stay under customer control instead of being pushed into a third-party SaaS silo.
Some signatures are ordinary business transactions. Others belong inside a live case, investigation, review, remediation, or approval flow. Simply Sign supports both models, so the signing process can match the evidentiary seriousness of the work behind it.
Teams can create standalone envelopes for routine business signing without losing governance, auditability, or control over document location.
Launch signing directly from a case and keep the document, recipients, activity, final artifacts, and audit trail attached to the matter itself.
Simply Sign is built around the source PDF. Users can upload a document, preview it immediately, place fields visually, manage them from a focused field navigator, and reuse repeatable layouts with templates and anchor rules rather than rebuilding each send from scratch.
Place signature, initials, date, text, checkbox, and name fields directly on the PDF or select them visually from the document.
Auto-position fields using anchor text for common signature lines and repeated document layouts.
Templates preserve recipients, routing, field layouts, anchor rules, messages, expiry settings, and source document blueprints.
Replace documents while retaining intelligent field placement so last-minute revisions do not force teams back to square one.
The sender experience is designed for repeatable operational use, not one-off sends. Teams can build, validate, duplicate, route, track, and manage signing at scale from a single workspace.
Create drafts, check readiness before send, and create new drafts from shared templates.
Control signer order, role-based routing, and sequential or routed approval paths from one place.
Resend notifications, issue reminders, expire or void envelopes, and track delivery and recipient events as they happen.
Shared templates and centrally managed workflows keep common approval packs and paperwork under consistent control.
Recipients get a secure public signing link and complete the process in a focused signing portal without needing a platform login. The experience is guided, mobile-friendly, and constrained to exactly the actions assigned to them.
Authentication supports passkeys and one-time passcodes, giving external signers strong access control without onboarding friction.
Signers review the source document, complete only their assigned fields, adopt their signature with clear consent, and move through the signing sequence step by step.
Sequential signing is enforced when required, and decline paths remain available where a signer should be able to refuse execution.
Every signer interaction becomes part of the evidence record, including authentication, completion, and lifecycle milestones.
Signing is not just about getting a name on a page. It is about proving what happened. Simply Sign creates the artifacts and event history needed for regulated workflows, legal approvals, compliance attestations, and defensible recordkeeping.
Generate the completed signed output without exporting the process into another platform.
Retain supporting event data alongside the final document rather than relying on a simple visual completion state.
Produce a concise signing summary suitable for review, reporting, and defensible handover.
Simply Sign is especially powerful inside a platform already used for matters, cases, review, DSAR, and compliance work. Instead of approving work in one system and storing the signed outcome somewhere else, teams can keep the approval process inside the same evidentiary boundary as the underlying documents and case activity.
Signed protocols, acknowledgements, approvals, certifications, and exception records become first-class governed artifacts, visible from the matter itself and available alongside the rest of the record.
The core differentiator is not just e-signature. It is control. Simply Sign is designed for organisations that do not want signing workflows, sensitive agreements, or evidentiary records leaving their own environment. It is operationally complete enough to run at scale while extending the platform’s existing strengths in auditability, evidentiary rigour, and customer control.
Documents stay inside the customer-controlled platform boundary, with storage, access, audit, and lifecycle governed by the same controls already trusted for the wider estate.
Reusable templates, envelope duplication, multi-document envelopes, role-based recipient routing, reminders, resend history, expiry and void controls, case-linked visibility, artifact downloads, and centralized management are built in.
Bringing signing into the same system that already handles the documents, case context, audit trail, and governance model closes evidentiary gaps and reduces dependence on external signing providers.
Straight answers to the questions legal, compliance, privacy, and operations teams ask before they approve enterprise signing.
No. Simply Sign is designed for customer-hosted deployment so documents, audit data, and lifecycle controls remain inside the customer’s governed platform boundary.
Yes. Teams can create standalone envelopes for day-to-day signing or launch signing directly from a case so the document, recipients, activity, artifacts, and audit trail stay attached to the matter.
Yes. Users can upload a PDF, preview it immediately, and place signature, initials, date, text, checkbox, and name fields visually on the source document.
Templates can preserve recipients, routing, field layouts, anchor rules, message copy, expiry settings, and source document blueprints so common workflows can be reused instead of rebuilt.
No. Recipients receive a secure public signing link and can authenticate with passkeys or one-time passcodes without needing a platform account.
Authentication events, recipient actions, send and delivery history, completion steps, and lifecycle changes are all recorded as part of the evidence trail.
Simply Sign generates a final signed PDF, a structured evidence package, a certificate-style summary, and a unified audit trail covering provenance, timestamps, recipient actions, authentication, and completion history.
The key difference is control. Sensitive documents, agreements, approvals, and evidence records stay within the customer’s environment rather than being moved into a third-party SaaS signing silo.
Book a demo to see how Simply Sign handles source-PDF preparation, external signing, case-linked approvals, and defensible evidence inside your own platform boundary.