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How to create and manage signable documents

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DocSend Support
  • Updated
Important: Any questions regarding eSignature regulations should be directed to your legal counsel. Learn more information on legal considerations.

eSignature requirements

To convert your existing document into a signable document, the following requirements must be met: 
  • Links have not been created.
  • No visits have been made.
  • The document is not housed in an existing Space.
  • The document is an accepted file type: .pdf, .doc, .docx, .ppt, .pptx, or .key.
 

Convert an existing document into a signable document

If you want to convert an existing document into one that is signable, make sure it meets the eSignature requirements before attempting to convert it.
 
To convert a document into one that is signable:
  1. Log in to docsend.com.
  2. Click Content library.
  3. Click the document you want to convert.
  4. Click  more (more options).
  5. Click Convert to Signable.
  6. Click Save.
  7. Create a link as outlined below.
 

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:
  1. Log in to docsend.com.
  2. Click Content library.
  3. Click Upload.
  4. Click Signable Document from the dropdown menu.
  5. Click Save.
 

Upload a signable document on mobile

  1. Log in to docsend.com.
  2. Tap Content library.
  3. Tap Upload.
  4. Tap Signable Document from the dropdown menu.
  5. Click Save.
 

Signer roles and custom eSignature fields

Available fields:
  • Signer roles (up to 10 per document)
  • Signature(s) (required)
  • Name
  • Email
  • Initials
  • Company
  • Title
  • Free form text (255 character limit)
    • The Free form text box only supports single line text (no wrapping).
    • Links are not supported.
  • Date signed
    • Note: Dates will default to the international date format, yyyy-mm-dd, until adjusted. Once adjusted, the date field on all future documents will reflect the newly selected format.
       

Configure signer roles and 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.
  3. Click Save Fields when complete.
 

Update signer roles and 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 or resizing current and new custom fields.

Notes: 

  • These updates will void any existing signed documents.
  • Signer roles cannot be added or removed once configured.

To update signer roles and custom fields:
  1. Open the signable document from your content library.
  2. Click more (more options).
  3. Click Customize.
  4. Drag and drop the fields you want to include in your document for each signer.
  5. Click Save 
 
To update signer roles and custom fields on mobile:
  1. Open the signable document from your content library.
  2. Tap more (more options).
  3. Tap Customize.
  4. Input your desired signer roles and 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. Click Save.
 
To delete signer roles:
  1. Open the signable document from your content library.
  2. Click more  (more options).
  3. Click Customize.
  4. Select the signer you want to delete from the dropdown menu.
  5. Click Delete last role.
  6. Click Save.
 

Create a signable document link

When creating signable document links, 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 signer roles and custom fields are configured, you can start creating shareable links with your visitors. 
Note: An email address cannot be assigned to more than one signer role at a time.  
  1. Open the signable document from your content library.
  2. Click Create Link in the top-right corner.
  3. 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.
  4. Configure your preferred link settings.
  5. Click Create Link.
  6. Copy and Share your link.
 

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  more (more options).
  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).
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.

 

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