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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

In DocSend, you can use the eSignature feature to convert your documents into signable documents. This feature allows you to collect single-party signatures from your visitors that are legally binding for both parties while also 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: Skipping custom field set up will result in a non-viewable document.

esignature_1.png

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

  2. Select Convert to Signable.

  3. Drag and drop custom eSignature fields to the desired locations on your document. See Custom eSignature Fields to learn more.

  4. Click Save Fields.

esignature_2.gif

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. Configure your custom eSignature fields. 
  4. Click Save Fields.

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

esignature_2-1.gif

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.

Custom eSignature Fields

After uploading or converting a signable document, you’ll be taken to the eSignature editor to configure your signable document fields. Simply drag and drop the fields into the desired location on your document and click Save Fields when complete.

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

Available fields:

  • Signature (required)
  • Name
  • Email
  • Initials
  • Date
  • Company
  • Title
  • Text (freeform)

Configure Custom Fields on Mobile

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

  1. Click Edit Fields
  2. Drag and drop the fields into the desired location(s) on your document 
  3. Click Save Fields when complete.

Update Custom Fields

If you need to make changes to an existing signable document:

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

esignature_4.png

Update Custom Fields on Mobile 

  1. Open the signable document from your content library.

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

  3. From there, you’ll be taken to the e-sign editor where you can relocate, resize, and remove your fields. 

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

esignature_3.jpg

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

  • DocSend currently only supports single-party signatures. 
  • 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. 

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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