Frequently Asked Questions

We accept all major credit cards (Visa, Mastercard, American Express, Discover) as well as PayPal. For Enterprise customers, we also offer invoicing with net-30 payment terms upon request and credit approval.

To add team members, go to "Settings" in your dashboard, then select "Team Management." Click on "Add Member" and enter their email address and assign their role (Admin, Standard User, or Viewer). Team members will receive an email invitation to join your account. The number of team members allowed depends on your subscription plan.

Yes, you can cancel your subscription at any time from your account settings. Go to "Billing" and select "Cancel Subscription." Your account will remain active until the end of the current billing period. After cancellation, your account will be converted to a limited free version where you can view previously signed documents but cannot send new signature requests.

Electronic signatures are the broad category of any electronic process that indicates acceptance of an agreement or record. This includes typing your name, drawing your signature, or clicking "I accept."

Digital signatures are a specific type of electronic signature that uses certificate-based digital IDs to authenticate signer identity and encrypt the signature data. They include cryptographic elements that provide additional security and tamper-evidence.

Document-Signer offers both options depending on your security requirements and compliance needs.

To create and save your signature:

1. Go to your account settings
2. Select "Signature Settings"
3. Choose your preferred signature method:
   • Draw your signature using a mouse or touchscreen
   • Type your name and select a signature style
   • Upload an image of your handwritten signature
4. Click "Save Signature"

Your saved signature will be available whenever you need to sign a document.

For signers without email addresses, Document-Signer offers alternative options:

• In-person signing mode where you can have the signer sign directly on your device
• SMS verification where a signing link can be sent to the signer's mobile phone
• QR code signing where signers can scan a QR code to access the document

These alternative methods still maintain a complete audit trail and provide legally binding signatures.

Yes, there are two ways to send a document to multiple signers:

• Sequential signing: Signers receive the document one after another in a specified order. Each signer must complete their part before the document is sent to the next person.
• Parallel signing: All signers receive the document simultaneously and can sign in any order.

You can also specify which fields each signer needs to complete by assigning different fields to different recipients.

If a signer declines to sign a document, the following happens:

1. The signer is prompted to provide a reason for declining
2. You (the sender) receive an immediate notification with the decline reason
3. The document status is updated to "Declined"
4. The signing process stops for all remaining signers

You can then revise the document based on the signer's feedback and resend it, or cancel the signing process entirely.

Yes, all plans include the ability to create reusable document templates. Templates save time by allowing you to:

• Pre-place signature fields, text fields, and other form elements
• Define default signers and signing order
• Set up conditional logic for dynamic documents
• Use the same template for multiple transactions

Templates are especially useful for standardized documents like NDAs, employment contracts, sales agreements, etc.

Yes, Document-Signer offers HIPAA-compliant e-signature solutions for healthcare organizations. Our Enterprise plan includes:

• Signed Business Associate Agreement (BAA)
• Enhanced security controls for PHI
• Encryption for all data at rest and in transit
• Detailed access logging and audit trails
• Employee training on HIPAA compliance

Healthcare organizations should contact our sales team to ensure proper HIPAA compliance setup for their specific needs.

Document-Signer offers multiple levels of signer authentication depending on your security requirements:

• Basic: Email verification
• Standard: Email verification + access code/password
• Enhanced: Email + SMS/phone verification
• Advanced: Knowledge-based authentication (KBA) with personal questions
• Maximum: Government ID verification + biometric verification

You can select the appropriate authentication method based on the document's importance and your compliance needs.

In the unlikely event of a security incident, Document-Signer has a comprehensive response plan:

1. Immediate containment measures to limit potential impact
2. Thorough investigation to determine the scope and cause
3. Notification to affected customers within 72 hours
4. Detailed incident reports and remediation steps
5. Coordination with relevant authorities if necessary

Our security team conducts regular drills and reviews to ensure we're prepared to respond quickly and effectively to any security events.

Our API is language-agnostic and can be used with any programming language that can make HTTP requests. We provide official SDKs for:

• JavaScript/Node.js
• Python
• PHP
• Java
• Ruby
• .NET

Additionally, we provide code examples and documentation for many other languages. Our developer support team can assist with integration questions for any technology stack.

Yes, Document-Signer provides webhooks that send real-time notifications to your application when important events occur. Available webhook events include:

• document.created - When a document is created
• document.sent - When a document is sent to signers
• document.viewed - When a signer views a document
• document.signed - When a signer signs a document
• document.completed - When all signers have signed
• document.declined - When a signer declines to sign
• document.expired - When a document expires

Webhooks include a security signature to verify that the events are coming from Document-Signer.

Document-Signer integrates with many popular business applications, including:

• CRM: Salesforce, HubSpot, Zoho CRM
• Storage: Google Drive, Dropbox, Box, OneDrive
• Productivity: Google Workspace, Microsoft 365
• Project Management: Asana, Monday.com, Trello
• Legal: Clio, PracticePanther
• Real Estate: Dotloop, Zillow
• HR: Workday, BambooHR

We also support integration platforms like Zapier and Microsoft Power Automate to connect with thousands of other applications.