HOW IT WORKS

From identity to next action. See the process happen.

See how identity, signing, evidence and automation happen in one journey.

01 SALESFORCE02 ENVELOPE03 VERIFY04 SIGN05 TRACK06 AUTOMATE
SCENE 01 / SALESFORCE

The opportunity closes. The process begins.

Opportunity / Acme Ltda. / Stage: Closed Won. Salesforce triggers the next step without changing context.

SalesforceOpportunity
Acme Ltda.Stage: Closed Won
FLOW TRIGGERED
SCENE 02 / ENVELOPE

Envelope #18492, ready to go.

Signers, order, token and KYC enter as process configuration — not lost context.

sign2.meENVELOPE #18492
Danieli → Fernando → Customer
Email token
KYC VERIFIED
Sequential order
SCENE 03 / VERIFY

Verifying identity before signing.

The full journey happens inside one browser, in the same state: KYC VERIFIED → TOKEN VERIFIED → READY TO SIGN.

empresa.sign2.me
Service agreementempresa.sign2.me
KYC VERIFIED

Identity verified

Configured verification completed before signing.

Review and sign

Your signature is required to complete this document.

Draw Type Upload

Signature completed

The evidence is ready for the next Salesforce action.

SCENE 04 / SIGN

The signature happens in the same browser.

The document appears, the signature is completed and the result is recorded in the same flow.

empresa.sign2.me / envelope / 18492
SERVICE AGREEMENTSIGNED ✓
CUSTOMER: Acme Ltda.DOCUMENT: #18492DATE: 18/08/2026
Customer signatureLuiza Martins/s/ Luiza Martins · 18/08/2026 20:20
SCENE 05 / TRACK

Every event makes the next step clearer.

Evidence arrives in sequence while Salesforce Path moves from Created to Signed.

01 · DOCUMENT OPENED02 · DOCUMENT READ03 · HIDDEN TAGS FILLED04 · SIGNING STARTED05 · KYC DATA CONFIRMED
CreatedSentViewedSigned ✓
SCENE 06 / AUTOMATE

Document signed. The operation continues.

The Sign Line moves through Flow and returns control to Salesforce.

Document SignedUpdate ContractCreate TaskNotify OwnerSALESFORCE UPDATED ✓
KEEP EXPLORING

See it running in your own Salesforce.