Product
Sign
Resolution
Within Sign a difference exists between the terms dossier and document. In short, a document is file (.PDF / .DOC(X) / .RTF) you would like to be signed. The document is stored in a dossier together with other relevant information. A dossier can have more than one documents which needs to be signed separately (however, shown in one single overview for the recipients to have a better and more efficient signing experience).
A dossier contains the following elements:
Element | Definition |
Document | The .PDF / .DOC(X) / .RTF file to be signed |
Field | Location of the paragraph, signature, date etc. |
Recipient | Person who need to sign the document |
Status | Whether the document has been signed, is pending or declined |
Audit report | Shows all steps taken, by whom, when and where to identify the invitee and make it legally binding. |
Dossier owner | The user in your organization who receives updates regarding the dossier |
Attachment | Attachments are a special type of documents. These can be added to the dossier but these will not be signed (and therefore will also not be invoiced). |
The dossier contains anything you need to have the best and most complete signing experience.
