Available on: Personal* Standard Advanced Enterprise
Once all your signers complete signing the document, your signable document will become a read-only document for yourself and your signers. All parties involved will receive a signed copy of the completed document as well.
Important: Please review the Legal Considerations portion of our eSignature feature for more information.
- Visitor Experience
- Signature Copy and Certificate
- Void Signable Document
- In-app experience
- In-App Experience: Multi-Party Signatures
- In-App Experience: Voided Signable Documents
- Things to Consider
When a visitor opens your link, they'll be required to input their email address, name, and any other information you’ve configured before they gain access to your shared content.
Next, they’ll be prompted to sign your document and agree to DocSend’s Terms of service.
Note: Visit our Terms of Service link to test out the general visitor eSignature experience.
Once signed, the document will become a read-only notification with a banner advising the document was already signed.
Signature Copy and Certificate
Both the document owner and signer will receive an email containing a download link that includes a copy of the signed document and a signature certificate.
Important: When multi-party signatures are configured, the signer and document owner will receive an email notification when the signer access the signed document, signs the document, and when all parties have signed the document.
Note: When you have a Dropbox account, you can automatically save copies of your completed signables to Dropbox by following the steps listed in Dropbox's Help Center Article, How to save DocSend files to your Dropbox account.
Email Notification: Signer
Your signed copy and signature certificate can be downloaded from this email by clicking on the Download signed document button.
Important: The signer’s download link is only valid for 24 hours.
Email Notification: Sender
When someone signs your document, you’ll receive (1) a visit email notification and (2) a downloadable ZIP file containing both the signed copy and signature certificate. This download link does not expire for the sender.
Alternatively, you can open DocSend and download signed copies at any time from various places in the app. See In-app Experience for more information.
Email Notification: Multi-Party Signatures Completed
When multiple signer roles are configured, both the document owner and the signer will receive an email when the signer signs the document, and when all parties have signed the document. This way, the signer will have a copy of the completed signable document with all parties reflected.
Once downloaded, both you and the signer will have a page-by-page PDF copy of the signed document. The signature copy can be saved as a record of the signature and will include a matching ID number reference on each page.
The DocSend signature certificate provides identifying information about the signer and document. The certificate also offers an audit trail of all events that happened as part of the visit and signature under the History section.
- Document name: The name of the document.
- Document ID: A unique ID for the signed document.
- Page count: Number of pages in the document.
- Pages signed: Number of pages the signer signed.
- Original checksum: A hash of the original document’s location.
- Final checksum: A hash of the signed document’s location.
- Signature: An image of the signer’s signature.
History & Audit Events
In the signature certificate, all events will include a UTC timestamp of when they occurred. Events will include the name, email address, location, IP address, and user agent. Events are listed below.
Important: There can be multiple instances of all events except for the signed and completed events. Users accessing the document with the same email on multiple devices will be captured here as a part of the audit trail.
- Visitor information entered: Visitor name, visitor email, IP address, location, user agent, Updates to name or email
- Visitor authorization: Once the visitor has been authorized to view the document (i.e. has entered the correct password, is on the allowed viewer, has verified their email address). This includes: Authorizations passed, Visitor name, visitor email, IP address, location, user agent
- Email verification email sent includes: Email address of the verified signer
- Email verified: When the visitor returns to DocSend with a valid email verification link. This includes: IP address, location, user agent
- Document signed Includes: Visitor name, visitor email, IP address, location, user agent
- Document completed: DocSend generated the signed PDF
Void Signable Document
Void Email Notification: Signer
When you update or void a signable document, anyone who signed your document will receive an email notifying them that the signable document was voided. Signers will have the option to download a copy of the voided document they signed.
Important: The document download link is only available for 24 hours once sent.
The eSignature Certificate will reflect a VOID status along with the number of signatures collected.
Copy of Voided Document
The copy of the signed document that’s been voided will contain the term VOID at the top right corner of the document.
As the creator of a signable document, you can see who signed your document and download copies of the signed documents anytime from different places in your DocSend account:
Important: Any member on the account can view and download copies of signed documents from the Contacts and Accounts pages.
- Signatures tab on the document page
- Recent Activity tab on the document page
- DocSend Dashboard
- Account page
- Contact page
The Signatures tab lists all Contacts who have signed your document, along with the Contact’s email address, the date signed, and the signature source. This means all collected signatures, whether your signable document was accessed by a direct DocSend link, or through access gating Agreements, will all be listed in the same place!
To download a copy of your signed document from the Signatures tab, click the Download Signed Document icon next to the desired Contact’s signature information.
Alternatively, to download a CSV listing all signatures for your document, select Export Table. The signature table will include the following information:
- Contact Name
- Account Name
- Contact Email
- Date Signed
- Signature source
- Document version
Recent Activity Tab
Under the Recent Activity tab, the signature icon confirms the visitor signed the document. You can click on the signature icon to download a copy of the signed document at any time from the document page.
From the Accounts page:
- Open the desired Account detail page.
- Click the analytics icon associated with the visit.
- Click the signature icon to download your copy.
Any member on the account can view and download copies of signed documents from the Contacts and Accounts pages.
From the Contacts page:
- Select the desired Contact.
- Navigate to the Signatures tab to show all signed documents for your contact.
- Hover over the document name you would like to download to reveal the download icon.
- Click the Download Signed Document icon to download your copy.
If a visitor accesses your signable document, completed the prompt, but doesn’t sign the document, you’ll see the Document not signed icon next to the visit. You can see this on the Accounts page, Contacts page, DocSend Dashboard, and Recent Activity Tab.
In-App Experience: Multi-Party Signature
For signable documents that have multiple Signer Roles configured, you'll notice a different look at how visits are captured. Under the Activity column, you'll see the ratio of completed signatures to total signatures configured.
In-App Experience: Voided Signable Documents
Just like eSignature tracking, you’ll also have the ability to view signatures and links that were voided and download a copy of the voided document and certificate through:
Things to Consider
- Visitors can securely sign a document from anywhere using a mobile device.
- Visitors who access the document using the same credentials (I.e., name and email address) will be recorded in the audit trail once signed.
- Add-on's, plug-ins, and extensions do not currently support Signable Documents.
- You can leave Signer Roles blank so that anyone who accesses your Signable Document can sign it.
- If the visitor's email does not match one configured as a Signer Role, the visitor will see a view-only document.
- Create Signable Documents with eSignature
- Track eSignatures in Salesforce
- Gate Access with Agreements
Still need help? Reach out to firstname.lastname@example.org!