PlusDocSign Support Center

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Help Center

Getting Started

Learn the basics of using PlusDocSign for your first document signing experience. Set up your account, upload documents, and send your first signature request.

How do I create my first document for e-signing in PlusDocSign?

What are fillable fields in PlusDocSign, and how do I customize them?

How can I use “Chat with Your Document” before signing?

Where can I track the invites and signatures I’ve sent?

Can I collaborate and share documents with my team on PlusDocSign?

How do I add and manage recipients with Auto-Fill in PlusDocSign?

How can I download a signed document with a compliance certificate?

Document Management

Upload, organize, and manage your documents efficiently within PlusDocSign. Learn about file formats, folder organization, and document templates.

E-Signature Process

Everything you need to know about sending, signing, and tracking documents. Understand signature workflows, recipient management, and completion notifications.

Security & Compliance

Learn about our security measures and compliance with industry standards including ESIGN Act, UETA, and eIDAS regulations.

Account Settings

Manage your account preferences, billing information, user permissions, and subscription details.

Integrations

Connect PlusDocSign with your favorite apps and workflows including CRM systems, cloud storage, and productivity tools.

Frequently Asked Questions

How do I send a document for signature?

To send a document for signature:

1) Upload your document to dashboard

2) Add recipient email addresses

3) Place signature and form fields where needed

4) Add a personal message if desired and

5) Click "Send". Recipients will receive a secure email link to sign the document.

Is PlusDocSign legally binding?

Yes, PlusDocSign creates legally binding electronic signatures that comply with eSignature laws including the US ESIGN Act, UETA, and EU eIDAS regulations. Each signature is backed by a comprehensive audit trail and digital certificates.

What file formats does PlusDocSign support?

PlusDocSign supports PDF. All documents are automatically converted to PDF for the signing process.

Can I use PlusDocSign on mobile devices?

Yes, PlusDocSign is fully responsive and works perfectly on smartphones and tablets. You can send, sign, and manage documents from any device with an internet connection. We also offer native mobile apps for iOS and Android.

How do I create document templates?

To create templates, upload a document and set up signature fields, form fields, and recipient roles. Save it as a template for repeated use. You can customize templates with your branding and standard text.

What authentication methods are available?

PlusDocSign offers multiple authentication options including email verification, SMS codes, knowledge-based authentication (KBA), and ID verification. Choose the method that meets your security requirements.

How do I add multiple signers to a document?

When preparing your document, click "Add Recipient" and enter each signer's email address. You can set signing order (sequential or parallel), assign different fields to each signer, and customize messages for each recipient.

Can I set document expiration dates?

Yes, you can set expiration dates for signature requests. Documents will automatically expire after the specified time, and you'll receive notifications about pending expirations.

How do I download completed documents?

Once all parties have signed, go to your dashboard and click on the completed document. You can download the signed PDF with all signatures and audit trail included.

Document Management

Organizing Your Documents

1. Use folders to organize documents by project, client, or department
2. Apply tags for easy searching and filtering
3. Archive completed documents to keep your workspace clean
4. Use naming conventions for consistent organization

Template Management

1. Create reusable templates for frequently used documents
2. Set up standard signature and form fields
3. Customize templates with your company branding
4. Share templates with team members

Bulk Operations

1. Send multiple documents at once using bulk send feature
2. Apply templates to multiple recipients
3. Export document data for reporting and analysis
4. Manage multiple signature requests simultaneously

Security & Compliance

Data Security

PlusDocSign uses industry-standard encryption to protect your documents and data. All transmissions use SSL/TLS encryption, and documents are stored in secure, SOC 2 compliant data centers.

Audit Trail

Every signed document includes a comprehensive audit trail showing:

1. When the document was created and sent
2. IP addresses and timestamps for all actions
3. Authentication methods used by signers
4. Digital certificates validating signatures

Privacy Protection

We are committed to protecting your privacy and comply with GDPR, CCPA, and other privacy regulations. Your documents are never shared without your permission.

Account Management

Billing and Subscriptions

1. View your current plan and usage
2. Upgrade or downgrade your subscription
3. Update payment methods and billing information
4. Access invoices and payment history

User Management

1. Add team members to your account
2. Set user roles and permissions
3. Manage user access to documents and folders
4. Monitor team activity and usage

Account Settings

1. Update your profile information
2. Set notification preferences
3. Configure signature appearance
4. Manage API access and integrations

Integrations

Popular Integrations

1. Salesforce: Sync contacts and automate contract workflows
2. Google Drive: Store and access documents directly from Drive
3. Dropbox: Seamlessly integrate with your Dropbox account
4. Microsoft Office: Sign documents directly from Word, Excel, and PowerPoint
5. Zapier: Connect with 5,000+ apps and automate workflows

Troubleshooting

Common Issues

Document not sending:

1. Check recipient email addresses for typos
2. Ensure document has required signature fields
3. Verify your account has sufficient credits/usage

Signature fields not appearing:

1. Refresh your browser and try again
2. Clear browser cache and cookies
3. Try using a different browser or device

Mobile signing issues:

1. Ensure you have a stable internet connection
2. Use the latest version of your mobile browser
3. Try the PlusDocSign mobile app for better performance

Email notifications not received:

1. Check spam/junk folders
2. Verify email addresses are correct

Contact Support

Still need help?

Our support team is here to help you succeed with PlusDocSign.

Live Chat Get instant help from our support team during business hours.

Email Support Send us an email at sign@plusdocsign.com we'll respond within 24 hours.

Knowledge Base Browse our comprehensive knowledge base for detailed guides and tutorials.

Video Tutorials Watch step-by-step video tutorials on our YouTube channel.

Community Forum Connect with other PlusDocSign users and share tips and best