The eSignature Experience – DocSend Help Center

The information in this article applies to customers on DocSend Standard, Advanced, Advanced Data Rooms and 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. Learn more about legal considerations.

Visitor experience

When a visitor opens your link, they must provide their email address, name, and any other information you’ve configured before they can access the content. They’ll then 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.

Visitors can securely sign a document from anywhere using a mobile device. If a visitor accesses the document using the same credentials (for example name and email address), their activity will still be recorded in the audit trail once signed.

Signature submitted

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 receive an email with a link download the signed document and a signature certificate.

Important: For multi-party signatures, the signer and document owner are notified when the signer accesses the document, signs the document, and when all parties have signed.

If you have a Dropbox account, you can automatically save completed signables to Dropbox. Learn how to save DocSend files to your Dropbox account.

Email notifications

Signer: The email includes the signed document and certificate. The download link is valid for 24 hours and should be saved promptly.
Sender: The email includes a ZIP file with the signed document and certificate. This link does not expire. You can also download copies anytime from within DocSend.
Multi-party: Both the document owner and the signer receive emails when signatures are added and once all parties have signed.

Signature copy

Downloaded copies are page-by-page PDFs of the signed document which includes matching ID number references on each page.

DocSend certificate

The certificate provides identifying information about the signer, and document along with an audit trail of all events.

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.

The visitor will see a view-only version of the document if their email doesn’t match the one input for signer role. You can leave signer roles blank so that anyone who accesses your Signable Document can sign it.

History and 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 (for example, 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: 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: Visitor name, visitor email, IP address, location, user agent.
Document completed: DocSend generated the signed PDF.

Void signable document or email notification

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.

Void certificate

The eSignature certificate will reflect a “void” status along with the number of signatures collected.

Screen_Shot_2022-06-27_at_11.09.12_AM.png

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.

Screen_Shot_2022-06-27_at_11.09.45_AM.png

In-app experience

Important: Any member on the account can view and download copies of signed documents from the Contacts and Accounts pages.

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:

Signatures tab on the document page
Recent Activity tab on the document page
DocSend dashboard
Account page
Contact page

Signatures tab

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.

Accounts 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.

Contacts page

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’d like to download to reveal the download icon.
Click ~~the~~ download signed document icon to download your copy.

Unsigned documents

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 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.

Note: Add-ons, plug-ins, and extensions don’t currently support Signable Documents.

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:

Recent Activity tab on the document page
DocSend Dashboard
Account page
Contact page

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