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Create Signable Documents with eSignature

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Andrea V.
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Available on:  Standard  Advanced  Enterprise

Overview

DocSend offers a complete eSignature solution with the ability to create signable documents, add custom fields, and collect single and multi-party signatures from your visitors that are legally binding for both parties all while tracking your visitor’s engagement.

Important: The process of converting documents into signable ones is permanent.  

Skipping Ahead

eSignature Requirements

The following requirements must be met in order to convert your existing document into a signable document: 

  • Links have not been created
  • No visits have been made
  • The document is not housed in an existing Space
  • The document is considered an acceptable file type. For more information, see Uploading Documents.

Convert an Existing Document into a Signable Document

If you want to convert an existing document into a signable one, make sure it meets the eSignature requirements before attempting to convert it. 

Important: Once Signer Roles and custom fields are configured, they can no longer be modified. To update your signable document, you’ll need to upload a new document through the Upload a Document flow and create a new link. 

  1. On the document page, click the more options icon.

  2. Select Convert to Signable.

  3. Assign Signer Roles and drag and drop custom eSignature fields to the desired locations on your document. See Custom eSignature Fields to learn more.

  4. Click Save Fields

  5. Create a link using the steps outlined in Create a Signable Document Link.

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Upload a Signable Document

You can also upload a new document as a signable one instead of converting it after uploading. Follow the steps below to learn how:

  1. On the Content page, click Upload Content.
  2. Select Upload Signable Document.
  3. Assign Signer Roles and drag and drop custom eSignature fields to the desired locations on your document. See Custom eSignature Fields to learn more.
  4. Click Save Fields.
  5. Create a link using the steps outlined in Create a Signable Document Link.

Next, simply create a link to the signable document, and you’re ready to share!

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Upload a Signable Document on Mobile

  1. On the Content page, click Upload Content.
  2. Select Upload Signable Document. 
  3. Click Edit Fields to configure your custom fields. See Custom eSignature Fields to learn more.
  4. Click Save Fields.

Signer Roles & Custom eSignature Fields

After uploading or converting a signable document, you’ll be taken to the eSignature editor to configure Signer Roles along with their respective custom fields. Simply apply Signer Roles and drag and drop their corresponding custom fields to the desired location on your document and click on the Save Fields button when complete.

Important: One-Click NDA does not support custom fields at this time. 

Available fields:

  • Signer Roles (up to 10 per document)
  • Signature(s) (required)
  • Name
  • Email
  • Initials
  • Date
  • Company
  • Title
  • Text (freeform)

Configure Multi-Party Signatures (Signer Roles)

When you configure your custom fields, you’ll be prompted to add up to 10 signature fields, also known as Signer Roles, to your signable document. Once you configure your Signer Roles, no modifications can be made to your signable document. 

Important: To remove a Signer Role while in the eSignature editor when converting your signable document, click on Delete last role. 

  1. Signer 1 will be your default. 
  2. Configure custom fields for Signer 1. 
  3. Click on the Add User Role button to the right of the Signer dropdown field to add more signatures. 
  4. Configure custom fields for each user role (Signer 2, Signer 3, and so on). 
  5. Once all your custom fields are configured, click Save Fields. 

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Configure Signer Roles & Custom Fields on Mobile

Once uploaded/converted, you’ll be taken to the eSignature editor to add Signer Roles and their respective custom fields to your signable document.

  1. Click Edit Fields
  2. Configure your Signer Roles and Custom Fields. See Custom eSignature Fields to learn more.
  3. Click Save Fields when complete.

Update Signer Roles & Custom Fields

Updating a Signable document’s Signer Roles and custom fields will void any existing signed documents. Currently, updates to signable documents only support adding additional custom fields and repositioning/resizing current and new custom fields. 

Important: Signer Roles cannot be added or removed once configured. To add or remove, you’ll need to upload a new document through the Upload a Document flow and configure your preferred Signer Roles and custom fields.

  1. Open the signable document from your content library.
  2. Click the more options icon and select Customize fields. 
  3. Review the prompt before moving forward.
  4. From there, you’ll be taken to the eSignature editor where you can reposition, resize, and add (drag and drop) different fields. 
  5. Click Update Fields.

esignature_4.png

Update Signer Roles & Custom Fields on Mobile 

  1. Open the signable document from your content library.

  2. Click the more options icon and select Customize fields. 

  3. Review the prompt before moving forward.

  4. From there, you’ll be taken to the eSignature editor where you can reposition and resize Signer roles and custom fields. 

  5. To add more custom fields, click Edit fields on the top right corner and drag and drop different fields into your document. 

  6.   esignature_3.jpg

     

Create a Signable Document Link

Just like a Standard DocSend link, you’ll have the ability to configure link settings to maximize security on your signable document. The difference here, you’ll be able to assign a specific signer role to a specific email address when you have more than one Signer role configured. 

Once you configured your Signer Roles and Custom Fields, you can start creating shareable links with your visitors. 

Important: An email address cannot be assigned to more than one Signer Role at a time.  

  1. Click Create Link. 
  2. Assign Roles under the Signature Options section by inputting the signer’s email address. Note: You can leave the Signer Roles blank so that anyone with access can sign. 
  3. Configure your preferred link settings. 
  4. Click Create Link.

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Void a Signable Document

If you void or update the signable document that has more than one Signer Role configured, signers that have already affixed their signature to the document will be notified of the void. 

Important: Voided documents will disable the link and cannot be re-enabled or accessed. 

  1. Locate the link you’d like to void
  2. Click on the More Options icon (...)
  3. Click Void this link
  4. Review the prompt and the email address impacted and select Void signable link. 
  5. An email notification of the void will be sent to the signer(s)

void_sign.gif

Signable Documents in Spaces

Signable documents can also be added to Spaces. There are a few things to keep in mind:

  • Watermarking is currently not supported on signable documents. 
  • If you have a signable document in a Space that doesn’t require email to access, visitors to the signable document will still be required to enter their email addresses. 
  • When Watermarking is enabled on a Space, any signable documents in the Space will not be watermarked. 
  • When you upload a Signable Document through the Add New Content flow in a Space and select Upload signable document, your content will automatically skip the eSignature configuration steps; you’ll need to click into the document within your Space to configure it. Otherwise, the document will not be visible to your visitors. 

Visit Manage Content in a Space for more information. 

Things to Consider

  • Unlimited signatures are available on paid Advanced and Standard subscriptions. 
  • Trialing users have a 50 signature limit across NDA and signable documents. 
  • Switching to the Personal plan will disable all signable documents and their links. 
  • Watermarking on signable documents is not supported.
  • You can create internal links for signable documents.
  • Document previews will not reflect any custom eSignature fields configured.
  • You can upload multiple signable documents at once by following the steps listed in Upload a Document. 
  • Skipping custom field set up will result in a non-viewable document. To make it viewable, you'll need to configure Signer Roles and custom fields for your signable document. 
  • Multi-Party Signature: Completed documents are disabled permanently when a new version of the document is uploaded.

Legal Considerations

DocSend does not offer legal advice. Any questions regarding eSignature regulations should be directed to your legal counsel. It is up to the owner and signer to ensure the validity of any agreements signed using DocSend’s eSignature feature, and that it complies with any additional state or industry-specific rules and regulations. For more details, see our Terms of Service.

  • Both E-Sign and UETA allow electronic records and signatures to be legally enforceable for commercial transactions. E-Sign is the federal statute, and UETA is the state analog.
  • DocSend is compliant with E-Sign and UETA regulations because the platform obtains prior consent from the parties to conduct business electronically under the Terms of Service and when the signer clicks on the checkbox when signing. While compliant with E-Sign and UETA, it is up to the owner and signer to ensure the validity of any agreements signed using DocSend eSignature and that it complies with any additional state or industry-specific rules and regulations.
  • DocSend eSignature is not compliant with any eSignature rules and regulations outside of the United States.

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