Multiple signers
Manager, employee and witness roles with different rules per flow.

Vivo needed a secure way to send, sign and track HR documents at scale. The platform manages envelopes for terminations, voluntary resignations and custom flows, with multi-party signing, notifications and a dashboard that shows where every document stands.
Termination and onboarding paperwork involves managers, employees and witnesses. Tracking who signed, who refused and what was still pending required manual effort and created risk.
Manager, employee and witness roles with different rules per flow.
Offboarding communications needed clarity and care.
HR teams needed to see every envelope’s state at a glance.
01
Requirements and edge cases mapped for each envelope type with HR.
02
Simple, custom and voluntary-resignation sending flows plus signing journeys.
03
Low-fidelity structure validated before visual design.
04
A dedicated library of modals, envelopes, notifications and statuses.
A guided sending wizard (signers, information, documents), an envelope list with clear statuses and a home dashboard summarizing available kits, pending sends and refusals.



Every envelope’s status visible from sending to signature.
Role-based steps guide each signer to the right action.
Modules prepared for AI assistance, mobile and integrations.