CloudRaker

Baptiste Laget

Get started with RakeSign. Prepare agreements, collect signatures, and manage your documents.

RakeSign

Find your documents, prepare an agreement, and follow it through to completion.

Get started with RakeSign

Upload or create a document, add recipients, and send your first signing request.

Send your first document for signature

Learn the workspace and send your first document.

Getting started

Add signers, approvers, copy recipients, and stages for a step-by-step review.

Choose recipients and signing order

Choose a signing page, place fields on the PDF, or use signing placeholders.

Place signatures and fields on your document

Check your agreement, set its deadline and reminders, and send invitations.

Review your document and choose delivery settings

See who has acted, understand waiting stages, and remind people whose turn it is.

Track signing progress and send reminders

Fix a pending recipient, stop an outstanding request, or create an editable copy.

Correct a recipient or cancel a signing request

Get the completed PDF, export its activity, or save a copy to CloudRaker Workspace.

Download a signed document and its activity record

Prepare agreement text, format it, and review the final PDF before sending.

Write a document or edit a Word file

Reuse the same agreement wording with a different name, fee, date, or other value.

Personalize document details and placeholders

Add people and fields, send requests, and track progress.

Prepare and send

Save document wording, recipient roles, and signing fields for future agreements.

Create a reusable template

Create a new draft from a template and manage who can reuse it.

Use, share, and update templates

Let people request their own agreement from a link.

Create and publish a self-service form

Create one private agreement per spreadsheet row and track the batch.

Send a batch of agreements from a CSV file

Bring a template export into RakeSign and review the imported setup.

Import a DocuSign template

Reuse agreements, collect information, and send batches.

Templates and forms

Fill in a shared form, verify your email, and receive your signing invitation.

Request an agreement through a form

Review a request, verify your email, and add your signature or approval.

Sign or approve a document

Find your verification code and recover from an expired or incorrect code.

Verify your email before signing

Respond when a document needs changes or another person should handle the request.

Decline, reassign, or discuss a request

Resolve a blocked signature button, an invalid link, or a request that is not ready.

Fix common signing problems

Open a request, verify your email, and sign or approve.

Sign a document

Track progress, download a CSV, or email a report to workspace members.

View, export, and share signing reports

Send regular progress updates and manage their delivery schedule.

Schedule daily or weekly signing reports

Reuse frequent recipients and choose whether one person or everyone in a group must respond.

Save contacts and signing groups

Create a brand with your name, logo, and accent color for new requests.

Add your brand to signing invitations

Understand team membership, document privacy, and team manager permissions.

Manage teams and document access

Manage people, branding, access, and reports.

Manage your workspace

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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