Contracts with Vaultie
Send trusted documents with identity verification built in
Vaultie helps firms send digital documents, collect signatures, and verify signatories through a secure, KYC-integrated workflow.With Vaultie, your team can create a folio, upload a document, request identity verification when needed, and receive completed documents in your secure account.
Getting Started
If you don’t have an account
Select Sign Up in the top left-hand corner of your screen.
You’ll be asked to enter: Your full legal name as it appears on your government-issued ID Your date of birth Your firm’s administrative email address A secure password You’ll also be asked to consent to Vaultie’s privacy statement and terms of service.
Verify your email
After signing up, you’ll be redirected to the Account Activation page. Go to your inbox and look for the Welcome to Vaultie email. Select Verify Email to confirm your email address. Once your email has been verified, you’ll be redirected back to Vaultie and can sign in.
Select your plan
After confirming your email address, choose the plan that best fits your firm. Once your plan is active, you can start sending KYC-integrated digital documents. If your firm is also using Vaultie for KYC and has already purchased verifications, you can view them under the Billing section by selecting your name under My Profile.
Sending a contract
Step 1: Create a new folio
Select New Folio and confirm with your password. A folio is where your document, signatories, required fields, and verification steps are managed.
Step 2: Name your folio and add signatories
Name your folio and enter the email addresses of each signatory. If needed, you can also request KYC information from designated signatories as part of the signing workflow.
Step 3: Upload your document
Upload your document from your computer or drag it into the upload field. Once uploaded, you can add the fields each signatory needs to complete, including: Signature Initials Date Name Text When your fields are ready, send your folio.
What your client will experience
Step 1: Email notification
Your client will receive an email letting them know a document is ready for review and signature. They can select Review Document in the email to begin.
Step 2: Account creation
Your client will be prompted to create an account. They should enter their first and last name as it appears on their government-issued ID.
Step 3: Identity verification
If identity verification is required, your client will complete the verification process before signing. This typically takes 2–3 minutes. Clients can choose their preferred government-issued ID from available document options and complete the process from a desktop or mobile device.
Step 4: Consent and signature
Once identity verification is complete, your client will receive an email confirmation. They will then be prompted to consent to the KYC request and complete the required fields in the digital document. After signing, they may be asked to take a quick selfie to complete the process.
Step 5: Document completion
Once all required parties have signed the document, you’ll receive a confirmation by email. You can also find the completed document under the Completed tab in your secure Vaultie account.
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