Teams need a clear company profile
Engineering firms need a visible company identity record behind the workflows used to package, sign, negotiate, and issue documents.
Identify
Verify the organisation behind the document workflow.
Engineering document records are only useful when the organisation behind them is clear. Identify gives teams a practical identity layer for domain control, company contact details, address records, and account context before documents move through Envelope, Sign, or Negotiate.
Problem
Document workflows need trusted organisation context first.
Before a document is packaged, signed, negotiated, or issued, teams need confidence about the company account behind the workflow. Identify keeps that context explicit so later document records are easier to interpret.
Domain control should be explicit
A controlled business domain gives the workflow stronger context than a generic email address or ad hoc contact trail.
Identity claims need boundaries
Identify records operational verification state. It does not overstate legal status, professional authority, or suitability for a particular transaction.
Workflow
Built around organisation checks that support document workflows.
Start with a company profile, verify the business context, then use that context across the workflows that move documents through the suite.
1
Create the profile
Record the company, responsible account, business domain, and baseline contact details.
2
Check domain control
Confirm the team has access to the domain context it wants to use for document workflows.
3
Review contact details
Keep phone and address state visible so account identity is not separated from operational contacts.
4
Carry context forward
Use the identity state behind Envelope, Sign, and Negotiate workflows as documents move.
Use cases
Focused on teams that need company identity behind document activity.
The private beta is aimed at Australian and New Zealand engineering consultancies that need account, domain, and company context attached to operational document workflows.
✓Domain and company checks before workflow rollout.
✓Account setup for engineering teams issuing or signing documents.
✓Identity context that can support Envelope, Sign, and Negotiate records.
The aim is operational clarity. A document workflow should not lose sight of the company identity, domain, and account context behind the record.
Common questions
Identify FAQs.
Does Identify replace professional accreditation checks?
No. Identify records operational company and account context. It does not replace professional accreditation, engineering judgement, or legal advice.
What identity context is recorded?
The workflow is designed around organisation profile, domain, phone, address, and account-state information needed to support document operations.
Who is the beta best suited for?
Engineering firms that want a clearer company identity layer before they package, sign, negotiate, or issue important document records.
How does Identify connect to the other products?
Identify provides the organisation context that can support Envelope distribution, Sign packets, and Negotiate workflows.
Testing organisation identity around document workflows?
Tell us how your team sets up company, domain, and document workflow controls today. We will confirm whether the private beta is a fit before you spend time onboarding.
Request beta access