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Agreements overview

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Lynne H.
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The information in this article applies to customers on DocSend Advanced and Advanced Data Rooms.
Agreements provide a fast, simple way to gate content with a legally binding agreement, such as an NDA, that a recipient can sign in as little as one click. 
When the Require agreement to view setting is enabled for a DocSend link, visitors can only view the shared content after signing your Agreement and agreeing to DocSend’s Terms of Service.
Important: Visitors are legally required to agree to use electronic records and signatures under DocSend’s Terms of Service, in addition to your Agreement terms, before being granted access. Agreements are compliant with UETA and ESIGN regulations (U.S. only). We recommend consulting legal counsel to confirm whether Agreements meets your organization’s needs.

 

Types of Agreements

When configuring an Agreement, you can choose between One-click agreements or Single-party agreements: 
  • One-click agreements: Requires recipients to acknowledge your terms with a single click before being granted access to your content. Signed copies include the visitor’s signature on an appended signature page. 

  • Single-party agreements: Requires recipients to complete custom signer fields and apply their signature directly to the document. 

     

Manage Agreements

All users can access Agreements from the Agreements page. 
  • Account owners and admins can create, upload, and edit Agreements.
  • Members can preview Agreements but can’t modify them.
Note: Only one-click and single-party signable documents can be set as an Agreement. Multi-party signable documents aren’t supported. 

 

Agreement state

  • Active Agreements are available to gate content in links settings. Only account owners or admins can edit them. Members can’t modify active Agreements in any way.
  • Archived Agreements can’t be used to gate content but can be modified by any user role. Only account owners and admins can archive agreements. 
Note: Active Agreements are marked with an Agreement tag when accessed outside the Agreements page.

 

Create an Agreement

To set up a new Agreement:
Note: Only account owners or admins can manage Agreements. 
  1. Click Agreements in the left side bar.
  2. Click Upload.
  3. Select the Content library folder where you want to store your Agreement.
    • Note: All future Agreement uploads will default to this destination, unless otherwise specified during the upload process
  4. Select your file to upload.
    • Note: You can select an existing signable document from your Content library to upload or select Use template to create an NDA template.
  5. Click Upload.
  6. Configure your signer fields.
  7. Click Save to finalize. 

Learn more about how to create signable documents. 

 

Archive, unarchive, replace, rename an Agreement

Important: This feature is only available for account owners and admins. 
To archive an Agreement:
  1. Click Agreements in the left sidebar.
  2. Navigate to the Agreement you’d like to archive.
  3. Click more horizontal  (more options).
  4. Click Archive.
 
To unarchive an Agreement:
  1. Click Agreements in the left sidebar.
  2. Navigate to the Agreement you’d like to unarchive.
  3. Click more horizontal  (more options).
  4. Click Unarchive.
Note: Once unarchived, visitors will be prompted to sign your Agreement when accessing any links associated with the Agreement that were previously left ungated. 
To replace an Agreement:
  1. Click Agreements in the left sidebar.
  2. Navigate to the Agreement you’d like to replace.
  3. Click more horizontal  (more options).
  4. Click Replace with new upload.
  5. Select the file to replace the Agreement.
  6. Click Upload.
  7. Configure your signer fields.
  8. Click Save to finalize. 
Note: All links previously associated with the original Agreement will now be gated by the replacement Agreement. 
To rename an Agreement: 
  1. Click Agreements in the left sidebar.
  2. Navigate to the Agreement you’d like to replace.
  3. Click more horizontal  (more options).
  4. Click Rename.
  5. Type new document name.
  6. Click Confirm to finalize. 
Note: Renaming creates an alias for easier team identification but doesn’t change the filename in the Content library.

 

Agreement processing status

When you upload or replace an Agreement the following statuses will indicate whether the upload was successfully processed: 
  • Pending: The new Agreement upload is still processing. These will not display as options in the link modal.
  • Updating: The replacement Agreement is processing.
  • Invalid: The new Agreement failed to upload. Invalid Agreements are not displayed as options in the link settings modal.
  • Reverted: When replacing the Agreement fails, the update will reflect as reverted, keeping the original Agreement.
 

Configure Agreements in link settings

When creating Agreements, Require Agreement to view is enabled by default, to require visitors to enter their name, email, and sign your Agreement before viewing.
Notes: 
  • If an Agreement is removed from the Agreements page, links with Require Agreement enabled remain active but will no longer prompt visitors to sign however, visitors will still be required to their enter name and email.
  • Save to Dropbox is not supported for signed Agreements.
  • Agreements can be configured at the Space link level. When Granular Space Permissions are enabled, only the Agreement at the Space link level applies.

 

Visitor Experience

Visitors must complete the following in order to view your shared content:
 
One-click Agreement:
  • Enter their name and email.
  • Check the certification box agreeing to your Agreement and DocSend’s Terms of Service.
  • Check I agree to finalize.
A signed copy will be emailed to both the visitor and the link owner.
 
Single-party Agreements:
  • Enter their name and email.
  • Complete custom signer fields and apply their signature (if applicable).
  • Check the certification box agreeing to electronic records or signatures, your Agreement and DocSend’s Terms of Service.
  • Check I agree to finalize. 
A signed copy will be emailed to both the visitor and the link owner.
Note: Agreements can be created and signed on most mobile devices.

 

DocSend certificate 

Once signed, both you and the visitor will be emailed a ZIP file containing a certificate  with an audit trail of all signing events. The certificate includes document metadata, signature details, and a full event history (e.g. terms agreed, document signed, document completed).
 

View and export signed Agreements

To view all collected signatures associated with your Agreement:
  1. Click Agreements.
  2. Navigate to the desired Agreement.
  3. Click View signatures. 
You will be redirected to the Signatures tab on your Agreement’s document page. 
 
To export a copy of your Agreement:
  1. Click Agreements.
  2. Navigate to the desired Agreement.
  3. Click View signatures.
  4. Click download next to the Agreement you’d like to download. 
A ZIP file of the signed agreement and certificate will be downloaded.
 
To export a CSV of all signatures and contact information:
  1. Click Agreements.
  2. Navigate to the Agreement.
  3. Click View signatures.
  4. Click Export table.
A CSV will download containing all signature data relating to the Agreement.
Note: Visitors who have signed an Agreement will have a green Agreement tag next to their contact information. Click the Agreement button on the visitor's contact profile in DocSend to view the most recent Agreement signed by that viewer.

 

Downgrade from Advanced

If you downgrade your plan from Advanced, all links gated by Agreements are disabled. You can either remove the Agreement from your Agreements page before downgrading, or upgrade back to an Advanced or Enterprise plan to reactivate them. 
 
To reactivate disabled links, you can update the link settings any time by unchecking the Require Agreement to view link setting.

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