| Note: With the Personal plan, each user can create and share up to 4 signable document links per month using the same steps as the Standard and Advanced plans, but without the option to make a signable link re-signable. |
Types of signable documents
Single-party signable document
Single-party signable documents only have one signer role with the option to configure a one-click signable document, or a signable document with custom fields. They can be shared either as a one-time link, or re-signable link. Single-party signable documents can also be added to Spaces.
| Note: Links created to share single-party signable documents will be re-signable by default for users on Standard and Advanced plans. The Personal plan supports one-time signable links only at this time. |
To create single-party signable documents:
- Log in to docsend.com.
- Click Content library.
- Select your signable document.
-
Click
(more options). - Click Customize from the dropdown menu.
- Drag and drop fields for your single signer to the desired locations on your document.
- Click Save.
One-click signable documents
Using a single click, your visitor’s signature will be added to an appended signature page at the end of your document. One-click signable documents only collect signatures from one signer at a time.
To create one-click signable documents:
- Log in to docsend.com.
- Click Content library.
- Select which document you want to make one-click signable.
- Click (more options).
- Click Convert to signable in the dropdown menu.
- Check Let recipients sign with a single click.
- Click Save.
| Important: Only one-click signables can be converted to single-party signable documents with custom fields. Documents with custom fields configured cannot be converted to one-click signable documents. One-click agreements cannot be converted to single-party signable documents. |
Multi-party signable documents
Multi-party signable documents have multiple signer roles configured. When your visitors complete the assigned signer fields, their signatures will be added directly to your document.
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Notes:
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To create multi-party signable documents:
- Log in to docsend.com.
- Click Content library.
- Select your signable document.
- Click (more options).
- Click Customize from the dropdown menu.
- Drag and drop fields for each of your signers to the desired locations on your document.
-
Click
(add person) to create another signer.
- Repeat steps 6 and 7 for as many signers as needed (up to 10).
- Click Save.
| Note: Once you configure your signer roles, no modifications can be made to your signable document. |
Signable documents in 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 you upload a signable document through 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.
Types of signable links
Re-signable link
Re-signable links can be used by different signers to sign the same single-party signable document. Each time your link is opened by a visitor, they will be prompted to sign a new copy of the same document.
| Note: This feature is not available on the personal plan or for multi-party signable documents. |
| Important: The signer role must be left blank. If the re-signable feature is enabled and the signer role is assigned, DocSend will automatically remove the configured signer email. |
One-time signable link
This means that the link can only be signed once. Once signed, the document becomes view-only reflecting a copy of the signed document. Any signable document can have a one-time signable link. However, by default, multi-party signables can only have one-time signable links.`
Additional details and limitations
When working with signable documents keep the following in mind.
Storage and access
- Completed signable documents can be automatically saved to your Dropbox account. Learn more about how to save DocSend files to your Dropbox account.
- You can also create internal links for signable documents to streamline sharing.
Subscription limits
- Unlimited signatures are available on Advanced and Standard subscriptions.
- Trial accounts include a limit of 50 signatures across agreements and signable documents.
- If you downgrade from Advanced or Standard to Personal, all resignable links will be disabled.
Document setup and management
- You can upload multiple signable documents at once by following the steps in Upload a document.
- Be sure to configure signer roles and custom fields. If this step is skipped, the document will not be viewable until fields are added.
- Document previews do not reflect custom eSignature fields.
- Watermarking is not supported on signable documents.
- For multi-party signatures, if you upload a new version of a document, all previously completed copies will be permanently disabled.
eSign credits
Each company is awarded 4 signable document link credits per paid user each month. Your eSign credit renewal cycle is dependent on when you start your billing cycle.
- Monthly plan: eSign credit cycle renews each month on your billing renewal date.
- Annual plan: eSign credit cycle renews each month on a month-to-month basis within your annual billing cycle.
Ex. A company with 5 active users on the Personal annual plan will be awarded 20 shared eSign credits, giving them the ability to create 20 signable document links across the entire account each month.
| Important: Credits do not roll over. |
eSign credit limit reached
When you reach the eSign credit limit, you’ll be notified the next time you attempt to create a signable document. In the notice, you’ll see the date of when your eSign credits will reset.
| Important: Links created and deleted with no collected signatures will be re-credited so long as they are deleted within the current eSign credit cycle. |
User seat updates
Once a user is added or deactivated, credits will be immediately updated to reflect the current active user seat count.
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 documents 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 the E-Sign Act and UETA allow electronic records and signatures to be legally enforceable for commercial transactions. The E-Sign Act is the federal statute, and UETA is the state analog.
- DocSend is compliant with the E-Sign Act 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 the E-Sign Act and UETA, it is up to the owner and signer to ensure the validity of any documents 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.