DocuSign Preview
Prototype the signing workflow now, then swap in the real DocuSign API later.
This preview demonstrates envelope creation, recipient routing, reminders, and completion states so the team can validate the workflow before we connect DocuSign production credentials.
Envelope routing preview
Recipient progress
Previewed signing tabs
Local test activity feed
Integration Readiness
The UI is acting like DocuSign today, but all state is local so we can move quickly while product decisions settle.
Envelope-first workflowCreate a package, assign recipients, and simulate send/completion before touching the real API.
DocuSign-style recipient stepsBorrower, co-borrower, guarantor, and title roles each move through sent, waiting, and completed states.
Clear path to real integrationWhen you are ready, these local actions can map onto DocuSign envelopes, recipients, and status webhooks.
Draft Envelopes
0
still being assembled before send
Awaiting Signers
0
sent but not yet fully completed
Completed
0
closing packages ready to move forward
Overdue
0
packages needing immediate follow-up
Create Envelope
Simulate how the Creare team would prepare and send a DocuSign envelope for closing or extension documents.
Preload borrower and property data from existing test files.
Recipients
Mirror how recipients would be routed in DocuSign.
Envelope Queue
Track the simulated DocuSign envelopes you have created, remind recipients, and mark signatures complete.
| Envelope | Status | Recipients | Due | Priority | Actions |
|---|
Signing Preview
A visual stand-in for what the recipient signing screen could feel like once we integrate DocuSign.
Template Library
Envelope types we can eventually map to DocuSign templates and composite documents.
Recent Activity
Local mock audit events for sends, reminders, completions, and duplicates.