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  • General

What is PleaseSign?

PleaseSign is a secure electronic signature platform that lets you send, sign, and manage documents online. It’s used across industries like business, education, government, finance, healthcare, real estate, software, and more — helping organisations save time, cut paperwork, and keep agreements legally binding. – https://pleasesign.com.au

How does PleaseSign work?

PleaseSign empowers you to sign documents electronically, offering a seamless and efficient experience. Here’s how it works:

  1. Upload Your Document: Begin by uploading your document to the PleaseSign platform. This can be done with just a few clicks.
  2. Add Signature Fields: Easily add signature fields to the document where signatures are required. You can also include other fields for additional information if needed.
  3. Send for Signatures: Once your document is prepared, send it to the relevant parties for electronic signatures. Recipients receive a notification via email.
  4. Electronic Signatures: Recipients can digitally sign the document using their mouse or touchscreen device. This process ensures the document’s security and authenticity.
  5. Securely Sealed: As soon as the document is signed, it’s securely sealed and tamper-proof. PleaseSign uses advanced encryption to protect your document from unauthorised access or alterations.
  6. Immediate Delivery: Unlike traditional methods that can take days for documents to be signed and delivered, PleaseSign enables immediate delivery of signed documents. This saves valuable time and accelerates your business processes.
  7. In Minutes, Not Days: Thanks to the efficiency of PleaseSign, your documents can be signed and sealed in minutes, not days. This rapid turnaround time enhances productivity and agility for your organisation.

By choosing PleaseSign for electronic document signing, you benefit from a secure, fast, and convenient solution that modernises your document workflows and eliminates the hassles of paper-based processes.

Who uses PleaseSign?

PleaseSign is trusted by businesses of all sizes, government departments, education providers, healthcare organisations, real estate agencies, finance and legal firms, and software companies. It’s used for contracts, HR forms, compliance documents, sales agreements, onboarding paperwork, and more.

In which countries is PleaseSign legally accepted?

PleaseSign is accepted globally and provides a legally binding e-signature solution for both individual and business contract requirements. Electronic (digital) signatures are recognised in the majority of countries worldwide as a secure and efficient way to move beyond paper-based document signing.

PleaseSign complies with key international and national electronic signature laws, including:

🇦🇺 Australia

PleaseSign complies with the Electronic Transactions Act 1999 (Cth) and the corresponding state and territory legislation:

  • New South Wales – Electronic Transactions Act 2000

  • Victoria – Electronic Transactions Act 2000

  • Queensland – Electronic Transactions Act 2001

  • Western Australia – Electronic Transactions Act 2011

  • South Australia – Electronic Transactions Act 2000

  • Northern Territory – Electronic Transactions Act 2001

  • Australian Capital Territory – Electronic Transactions Act 2001

  • Tasmania – Electronic Transactions Act 2001

🇺🇸 United States

Compliant with the Electronic Signatures in Global and National Commerce Act (ESIGN) and the Uniform Electronic Transactions Act (UETA).

PleaseSign technology also aligns with global e-signature frameworks such as the EU’s eIDAS Regulation, the UK’s Electronic Communications Act, and equivalent legislation in New Zealand, Canada, and Asia-Pacific jurisdictions.

👉 For full compliance details, visit our Legality Statement.

If in doubt, please verify with your own legal team to ensure compliance with specific regional or industry-based regulations.

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

How much does PleaseSign cost?

PleaseSign offers flexible plans to suit different needs:

  • Entrepreneur Plan – $15/month per user (20 sends)
  • Business Plan – $30/month per user (30 sends)
  • Business Pro Plan – $50/month per user (50 sends, full premium features)
  • Enterprise & API – Custom pricing (unlimited sends, unlimited users, advanced integrations)

We also published a short blog post on how we helped a client save 78% on digital signing expenses — you can read the full article here.

For further clarification or specific queries about PleaseSign pricing, our support team can provide detailed, personalised advice. Simply lodge a support request and we’ll be happy to help.

How does the free trial work?

Our 30-day free trial lets you explore PleaseSign full set of features with no cost and no commitment. Here’s what you can expect:

  • Simple sign-up – Create a PleaseSign account on our website with just a few details.
  • Premium features included – Upload, send, and sign documents electronically, plus access advanced tools, just like on a paid plan.
  • Trial limits – The trial lasts 30 days or 10 document sends, whichever comes first. You can upgrade at any time if you reach your limit.
  • No payment required – No credit card is needed to start your trial. It’s completely risk-free.
  • Free access plan – If you don’t upgrade after the trial, you’ll automatically move to our free access plan. You’ll still be able to access all the documents you sent during your trial.
  • Upgrade anytime – When you’re ready, choose from our flexible paid plans

to continue sending documents.

  • Support included – Our support team

is here to help you make the most of your trial and answer any questions along the way.

The free trial is designed to give you a hands-on experience with PleaseSign so you can see how it improves your document signing process, with some restrictions such as no automatic reminders and only one recipient per envelope.

What is included with my 30 Day Free Trail of PleaseSign?

Your free trial includes access to most of PleaseSign premium features so you can experience the platform in action. You’ll be able to:

  • Upload, send, and sign documents electronically

  • Use templates and advanced document tools

  • Store and track your signed documents securely

  • Get support from our customer team whenever you need help

The trial runs for 30 days or 10 document sends, whichever comes first. A few restrictions apply — for example, automatic reminders aren’t available, and each envelope can only be sent to one recipient.

👉 For a quick overview, watch our YouTube video showing exactly what’s included, or visit our Pricing page for details on what’s available in each paid plan.

Try PleaseSign FREE for 30 Days - Revolutionise Your Workflow - YouTube

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Try PleaseSign FREE for 30 Days - Revolutionise Your Workflow PleaseSign

PleaseSign59 subscribers

Can I extend my free trial?

Free trials are designed to run for 30 days or 10 document sends (whichever comes first). If you need more time to evaluate PleaseSign, please contact our support team — in some cases, we can extend your trial to help you test the platform fully.

👉 You can also explore our Pricing plans to upgrade at any time and unlock additional sends and features. For help anytime, our AI chatbot is available 24/7, and our support team is always ready to assist.

I have more questions. How can I talk to someone?

Yes. You can chat with our AI chatbot 24/7 for instant answers, or reach out directly to our support team for personalised assistance.

How do I request a demo?

You can book a demo or onboarding session directly through our Booking Link at a time that suits you. One of our specialists will guide you through the platform and show how PleaseSign can fit your workflows.

You can also contact our support team if you’d like a tailored session.

👉 For a quick look before your demo, explore our How-to Videos.

Does PleaseSign integrate with other software?

Yes. PleaseSign integrates with a wide range of platforms to help you automate workflows and connect with the tools you already use. Through Zapier, you can link PleaseSign to thousands of apps such as Google Drive, Slack, and Microsoft Teams.

We also support custom integrations via our open-source API — visit our Developers page to get started.

👉 For the current list of software partners, see our Partners page. We’re always developing new integrations, and if you’d like to become a partner, check out our Partner Profile page.

Need help setting up an integration? Our AI chatbot is available 24/7, and you can also submit a support enquiry here.

Are electronic signatures and digital signatures the same?

They’re related, but not the same.

  • Electronic signatures (eSignatures) are a broad category that covers any action showing agreement to a document, such as typing your name, clicking “I agree,” or drawing a signature on screen.

  • Digital signatures are a more secure form of electronic signature that use encryption to verify the signer’s identity and ensure the document cannot be tampered with.

PleaseSign uses digital signatures, giving you the convenience of eSigning with the added security of encryption and compliance with global eSignature laws.

👉 Learn more on our Features page or dive deeper in our blog post on Digital Signature Innovation.

Can I change plans?

Yes. You can upgrade or downgrade your PleaseSign plan at any time to suit your needs. Changes take effect from your next billing cycle, and you can adjust user licenses as your team’s requirements change.

👉 Compare options on our Pricing page, or reach out to our support team if you’d like help choosing the right plan. Our AI chatbot is also available 24/7 for quick guidance.

When was PleaseSign founded?

PleaseSign was founded in 2015 with the goal of making document signing faster, easier, and more secure. Since then, the platform has grown to serve businesses, government, education, healthcare, real estate, finance, and software organisations worldwide.

👉 Learn more about our journey and product updates on the Blog.

Where is PleaseSign based and where are our offices located?

PleaseSign Australia is headquartered in Brisbane, with our EU office located in Luxembourg. This setup allows us to support customers worldwide while meeting regional compliance and data requirements.

👉 Learn more about our platform and compliance standards on the Features page.

What Is a digital signature?

A digital signature is a mathematical scheme for verifying the authenticity of digital messages or documents, an the identity of the signer. ( https://en.wikipedia.org/wiki/Digital_signature) Essentially, a digital signature is the digital version of a hand written signature. Although it can take many shapes.

What do our customers think about PleaseSign?

Our customers consistently highlight how PleaseSign saves them time, reduces paperwork, and provides a secure, easy-to-use signing experience. Organisations across industries — from education and government to healthcare, finance, real estate, and software — rely on PleaseSign every day.

👉 See what our customers are saying in our Google Reviews.

For personalised questions, our AI chatbot is available 24/7, or you can contact our support team.

Can you help me migrate from another service?

Our team can help you migrate from another eSignature platform to PleaseSign. We’ll guide you through setting up templates, adding users, and configuring workflows so the transition is smooth and hassle-free.

👉 To get started, reach out to our support team. Our AI chatbot is available 24/7 for quick guidance, and you can also explore our How-to Videos for step-by-step tutorials.

Do you have a setup cost?

No — there are no setup fees to start using PleaseSign. All you need is a subscription to one of our plans, and you can begin sending documents right away.

I have been sent a document to sign. How do I sign a document using PleaseSign?

It’s simple — you don’t need a PleaseSign account to sign a document:

  1. Click the secure link in the email or SMS you received.

  2. The document will open in your browser.

  3. Follow the on-screen prompts to complete any required fields.

  4. Add your signature where indicated, then click Finish.

Once complete, both you and the sender will automatically receive a copy of the signed document.

👉 For a step-by-step guide, read our blog post: How to Generate a Signature in PleaseSign or or watch our YouTube tutorial.

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Can I use PleaseSign to sign Lease agreements in my real estate business?

PleaseSign is widely used by real estate professionals to securely sign and manage documents such as lease agreements, tenancy applications, property management forms, and sales contracts. Documents signed with PleaseSign are legally binding and compliant with eSignature laws.

👉 Learn more about our Features, or explore signing lease agreements on our blog.

For guidance on setting up templates for your real estate documents, check out our How-to Videos. Our AI chatbot is available 24/7, or you can contact our support team for personalised help.

Yes — all signed lease agreements are legally binding and stored securely online for easy access.

Can I sign a .pdf online using PleaseSign?

Yes. With PleaseSign, you can upload any PDF and sign it electronically in just a few steps. You can also add form fields, send the document to others for their signatures, and track the signing process securely online.

👉 See how it works on our How-to Videos or read our blog article for more information.

For quick help, our AI chatbot is available 24/7, or you can contact our support team.

I tried to send a signing request but it bounced giving an "Email Failed" error.

An “Email Failed” error means the signing request could not be delivered to your recipient’s inbox. This can happen for several reasons, including:

  • The recipient’s email address is incorrect or misspelled

  • The recipient’s mailbox is full or unavailable

  • The receiving email server rejected the message

  • There was an error in the body of the message

How to fix it:

  1. Double-check that the recipient’s email address is correct.

  2. Confirm that you can send emails to that address normally without bouncing.

  3. If the email is valid, try using the Resend function from the document status page.

If the message still fails, please contact our support team and provide the document ID number from the document status page. This will help our team quickly investigate and resolve the issue.

Our AI chatbot is available 24/7 for quick guidance, and our support team is ready to assist.

PDF Upload Errors in PleaseSign - Progress Bar Stuck

If the progress bar is stuck when uploading a PDF, it’s usually due to one of the following issues:

  • The file is larger than the standard limit ( 200 pages or 20MB)

  • The PDF has unusual formatting or is corrupted

  • Internet connectivity was interrupted during upload

How to fix it:

  1. Check your file size and page count. If your document is larger than 200 pages or 20MB, try reducing it.

  2. Re-save the PDF using “Save As” or export it again to ensure it’s not corrupted.

  3. Upload the file again from a stable internet connection.

If the issue continues, please contact our support team and include the document ID number from the document status page. Our AI chatbot is available 24/7 for troubleshooting, and our support team can extend upload limits if required.

  • Sending & Signing

How do I send my first document for signing?

Sending your first document with PleaseSign is quick and easy:

  1. Log in to your PleaseSign account.

  2. Click Send Document from your dashboard.

  3. Upload your document — PleaseSign supports .PDF files only.

  4. Add recipients and set the signing order if needed.

  5. Add tabs such as signature, date, initials, or text fields to your document.

  6. Review your document to make sure everything is correct.

  7. Click Send for Signing to send the document to your recipients.

Your recipients will receive a secure email (or SMS, if enabled) with a link to review and sign the document. You can track progress and receive notifications once it’s completed.

👉 For more help, watch our How-to Video below.

Need more help? Our AI chatbot is available 24/7, or you can contact our support team.

How to Create and Send a Document with PleaseSign - YouTube

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How to Create and Send a Document with PleaseSign PleaseSign

PleaseSign59 subscribers

How do I create and manage users?

Creating and managing users in PleaseSign is easy.  Follow the steps below.

Step one: If you are on the Business Pro or Enterprise Plan. Go to your dashboard and go to settings. Then click on the manage user tab.

Step two: Simply follow the fields to add a new user.

Please note: This feature is only on certain plans. Upgrade to use this feature today.

For more information about creating and managing users please got to – https://pleasesign.com.au/create-new-user

How can I add a new user to my PleaseSign company account?

Adding new users is available on Business Pro and Enterprise plans. New users must be invited from within the main account to ensure they’re correctly associated with your organisation.

👉 For a step-by-step guide, visit our help article: How to Create a New User.

Important:

If someone from your company has signed up directly through the PleaseSign website instead of being invited through your company account, please contact our support team for assistance in linking their profile correctly.

Our AI chatbot is available 24/7 if you need quick guidance.

Can I add custom branding for each user in my company account?

Yes, You can also duplicate your existing company brand when setting up new users to save time.

Once your company branding (logo, colours, and email styling) is set, you can duplicate it for each user in your account. Individual users can then personalise their details, such as name and email, while maintaining a consistent brand experience.

If a user does not have an individual brand assigned, they will automatically use the default company brand.

To apply individual branding, go to the Manage Users tab in your account, select the desired user, and then choose the correct brand from the Branding dropdown menu.

Please note that branding options depend on your subscription plan — refer to our Pricing page for details.

For step-by-step instructions, visit our guide: Custom brand details for your users or watch the clip below.

Need more help? Our AI chatbot is available 24/7, or you can contact our support team.

Branding Excellence: Creating Users and Assigning Brands - YouTube

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Branding Excellence: Creating Users and Assigning Brands PleaseSign

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How I restrict who has access to folders and documents when using PleaseSign?

Only account owners or administrators can create or edit Access Groups.

Restricting access to specific documents and folders in PleaseSign is managed through Access Groups. Access Groups let you control which users can view, edit, or manage certain folders and documents — helping maintain privacy and security across your organisation.

To set this up:

  1. Create one or more Access Groups based on your team’s roles or departments.

  2. Go to the Manage Users tab.

  3. Select the relevant user, then assign them to the correct group using the Access Group dropdown menu.

👉 For a step-by-step walkthrough, watch the embedded YouTube clip below or visit our How-to Videos.

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Mastering Access Groups: Creation and Editing - YouTube

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Mastering Access Groups: Creation and Editing PleaseSign

PleaseSign59 subscribers

How do I add branding to my PleaseSign account?

Adding company branding to your account is super easy with PleaseSign. Branding allows you to include your logo, company colours, and email styling to create a professional, consistent experience for your recipients.

To add or edit branding:

  1. Go to the Branding tab in your PleaseSign account.

  2. Upload your logo and customise your colours and email settings.

  3. Save your changes — your branding will automatically appear on all documents sent from your account.

If you’re managing a company account, you can also assign branding to individual users via the Manage Users tab by selecting the correct brand from the Branding dropdown menu.

Please note: Branding features are available on Business Pro and Enterprise plans. See our Pricing page for more details.

👉 For a step-by-step walkthrough, watch the YouTube clip below or visit Custom brand details for your users or watch the clip below.

Need assistance? Our AI chatbot is available 24/7, or you can contact our support team.

Mastering Brand Consistency: Crafting and Editing Brands with PleaseSign - YouTube

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Mastering Brand Consistency: Crafting and Editing Brands with PleaseSign PleaseSign

PleaseSign59 subscribers

I’ve reached my document or SMS send limit — how can I increase it?

Each PleaseSign plan includes a monthly document send quota per user and optional pre-purchased SMS quota. If you’ve reached your limit, you have a few options:

  1. Review your current plan — Go to Settings → My Subscriptions to check your plan details and available SMS credits.

  2. Upgrade your plan — Some plans allow you to upgrade directly from within your account. Others may require help from our support team.

  3. Purchase additional licenses or SMS credits — This can expand your limits without changing plans.

If you’re unable to upgrade yourself, please submit a support request, and one of our friendly team members will assist you.

👉 For detailed instructions, see our guide: How to Upgrade My Plan.

You can also view all plan options on our Pricing page.

Our AI chatbot is available 24/7 for quick help.

Can I void a document after it has been sent?

Yes, you can. If you’ve accidentally sent the wrong document, missed a field, or need to make changes, you can void the document at any time before it’s completed.

When you void a document, it immediately becomes incompletable and unviewable for all recipients. This action is irreversible, and if you still need the document signed, it will need to be re-sent as a new request.

👉 For a step-by-step walkthrough, watch the YouTube clip below or visit our How-to Videos.

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Effortless Document Management: Voiding Sent Documents with PleaseSign - YouTube

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Effortless Document Management: Voiding Sent Documents with PleaseSign PleaseSign

PleaseSign59 subscribers

For more information on how to void a document please go to – https://pleasesign.com.au/voiding-a-document

How do I use the In-Person signing function?

The In-Person Signing function in PleaseSign is ideal when recipients don’t have access to — or can’t use — their own device to sign a document. It allows you to host a signing session directly from your device so documents can be completed face-to-face.

To host an In-Person Signing session:

  1. Set up a new document to send as normal, then click Next.

  2. When adding recipients, click Needs to Sign, then select In-Person Signer for the recipient who will sign in person.

  3. A new window will open where you can select who will host the session.

  4. Choose the appropriate host (this can be yourself or another user).

  5. Repeat this process for any other recipients who will sign in person.

  6. Complete the remaining steps to send the document for signing.

Once the host receives the document, they can sign their assigned fields and then host the in-person signing session for other recipients using their device.

👉 Learn more about this feature here: In-Person Signing Guide.

Need assistance? Our AI chatbot is available 24/7, or you can contact our support team.

How do I create a Document or Template folder?

Step one:

Creating folders and assigning access

  • Click the + next to ‘Folders’ or ‘Templates’ to open the create folder window
  • Enter your preferred name for the folder.
  • Click please select dropdown box and select the group you want to grant access to.
  • Below it will show the users that will have access to the folder
  • Click create, and that folder along with anything stored in it, will now be accessible to all members in that access group.

Step two:

  • While you’re able to edit a folder and its permissions at any time, you may only delete a folder if there are no documents or templates currently stored there.

For more information about creating Document and Template folders follow the link – https://pleasesign.com.au/document-and-template-folders

How do I create a template using PleaseSign?

If you often send the same document repeatedly, creating a template in PleaseSign will save you a lot of time. Templates let you predefine recipients, signature fields, and document settings so you can quickly reuse them whenever needed.

To create a template:

  1. Log in to your PleaseSign account.

  2. Go to the Templates tab.

  3. Click Create Template.

  4. Upload your PDF and add the necessary fields, recipients, and tags.

  5. Save your template — it can now be used anytime to send documents instantly.

👉 Watch our step-by-step tutorial below to learn how to create and manage templates in PleaseSign:

🎥 How to Create a Template in PleaseSign

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

How to create and save a template using PleaseSign's Digital Signing Platform. - YouTube

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How to create and save a template using PleaseSign's Digital Signing Platform. PleaseSign

PleaseSign59 subscribers

Can I transfer ownership of a template to another user?

Can I transfer ownership of a template to another user?

Yes, you can. PleaseSign allows you to transfer ownership of templates between users, making it easy to manage and share resources within your team.

The owner of a template is the only person who can edit it, but any user can use the template to send documents.

👉 Watch our short tutorial to learn how to transfer templates between users:

🎥 How to Transfer Templates to Other Users

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Can I share templates between users?

Yes, you can. PleaseSign allows you to share templates between users by assigning access permissions through Access Groups.

To share templates:

  1. Create an Access Group for the users who need access.

  2. Place the templates you want to share into a shared template folder.

  3. Grant the Access Group permission to view and use that folder.

Once access is granted, all users in that group can use the shared templates to send documents, while ownership and editing rights remain with the template owner.

👉 For more details on setting up Access Groups, watch the embedded YouTube clip on that topic or visit our How-to Videos.

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

What other features are available when using templates in PleaseSign?

Templates in PleaseSign aren’t just for saving time — they also include several powerful features that make managing and sending documents even easier.

Here are some additional ways you can use templates:

  1. Bulk Sends

Use templates to send the same document to multiple recipients at once. This is ideal for agreements, forms, or notices that need to be signed by many people.

  1. Add Recipients via CSV File or Individually

When performing a bulk send, you can upload a CSV file to import multiple signers at once, or add users manually if preferred.

  1. Generate a Signing Link (Template URL)

Templates can also be used to create a unique signing link that can be shared directly — perfect for open-access forms like consent or registration forms.

Note: URL signing links can only be used when there is one signer on the document.

👉 Learn more about these features and view step-by-step instructions on our How-to Videos page.

Need assistance? Our AI chatbot is available 24/7, or you can contact our support team.

Can I integrate PleaseSign into our own software or applications?

Yes, you can. PleaseSign offers both API and Zapier integration options, giving you flexibility to connect electronic signing directly into your existing software or workflows.

With the PleaseSign API, you can:

  • Automate document creation and sending

  • Retrieve signed documents and status updates

  • Manage users and templates programmatically

  • Build seamless, fully branded signing experiences within your own application

If you prefer a no-code option, you can use Zapier to easily connect PleaseSign with thousands of popular apps like Google Drive, Slack, and Dropbox — helping automate tasks and simplify document workflows.

👉 Learn more about our integration options:

Please note: API access is available on Enterprise and API plans.

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Can I request that recipeint attach documents when requesting signatures from them?

Yes, you can. PleaseSign allows you to request document uploads from recipients as part of the signing process. This is ideal when you need supporting documents such as identification, certificates, or other verification files.

When setting up your document:

  1. Add your recipients as normal.

  2. Click on More Options next to the recipient’s name.

  3. Enable the Accepts Attachments option.

You can also choose to make the upload mandatory, meaning the recipient must attach a file before completing their signing.

If the recipient is signing on a mobile device, they can simply take a photo of the required document and upload it instantly.

If they’re using a computer, they can select and upload files directly through the file browser.

All uploaded files are securely stored with the signed document in your PleaseSign account.

Please note: This feature is available on Business Pro and Enterprise plans.

👉 Learn more about recipient options and features on our Features page.

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Why is the document status still showing as “Pending” after the recipient has signed?

If a document still shows as Pending after the recipient appears to have signed, it’s usually because they haven’t clicked the “Click to Finish” button to complete the signing process.

Please remind your recipient to:

  1. Review the document and sign all required fields.

  2. Click the green “Click to Finish” button in the top-right corner of the screen to confirm completion.

Until this final step is done, the document will remain in a Pending status. Once the recipient clicks “Click to Finish,” the document status will update to Completed, and the sender will receive a completion email with a copy of the signed document.

👉 Watch our short tutorial below to learn more about how the document status bar works:

🎥 Understanding the Document Status Bar in PleaseSign

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Does PleaseSign have an address book?

Yes, PleaseSign includes a built-in Address Book that makes it easy to manage your recipient contacts.

You can access it anytime by logging in and navigating to Settings → Address Book. From there, you can:

  • Search for existing contacts

  • Create new entries manually

  • Delete existing entries

The Address Book is shared across all users in your company account, allowing team members to easily access and use the same contact list when sending documents.

Your Address Book automatically saves the details of recipients you’ve previously sent documents to or received signatures from — making it faster to send new documents and reducing the chance of errors.

👉 For more details about managing recipients and contacts, visit our Features page.

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Can I set the order that people sign in?

Yes, you can. PleaseSign allows you to set the order in which recipients receive and sign documents, ensuring signatures are collected in the correct sequence.

When adding recipients:

  1. Select the Ordered Signing checkbox.

  2. Use the dropdown box next to each recipient’s name to set the signing order (e.g., 1, 2, 3).

Recipients with the same order number will receive the document at the same time, while others will receive it only after the previous signer(s) have completed their part.

👉 Watch our short tutorial to learn more about ordered signing:

🎥 Ordered Signing in PleaseSign

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Streamlining Workflows: Mastering Ordered Signing with PleaseSign - YouTube

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Streamlining Workflows: Mastering Ordered Signing with PleaseSign PleaseSign

PleaseSign59 subscribers

Can I correct recipeints details after sending?

Yes, you can. If you’ve entered a recipient’s details incorrectly or sent a document to the wrong person, PleaseSign allows you to correct the recipient without having to void and recreate the document.

This option is only available for documents that have not yet been completed. If the incorrect recipient has already signed and completed the document, you’ll need to void it and resend a new version.

👉 Learn more about how to correct recipient details here:

Correct Recipient Guide

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Can I send documents to multiple recipients for signing at once?

Yes, you can. PleaseSign Bulk Send feature allows you to easily send documents to many recipients at the same time — with each recipient receiving their own unique, individual copy.

You can add recipients manually or upload them using a formatted .CSV file for larger sends.

While Bulk Send is a powerful feature that can save significant time for organisations, we recommend testing your data with a small sample group first to ensure your file is formatted correctly before committing to a full send.

👉 Watch our short tutorial to learn more about using Bulk Send in PleaseSign:

🎥 Bulk Send Tutorial

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

📄 Unlock Efficiency. Send documents to multiple recipients for signing using the Bulk Send feature! - YouTube

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📄 Unlock Efficiency. Send documents to multiple recipients for signing using the Bulk Send feature! PleaseSign

PleaseSign59 subscribers

Can I add an email address for archiving completed documents?

Yes, you can. PleaseSign Email Archiving feature allows you to designate an email address that automatically receives a copy of every completed document sent under your organisation.

To set this up:

  1. Go to Settings → Business Profile.

  2. Enter the desired archive email address.

  3. Save your changes — all completed documents will now be forwarded to that address automatically.

This feature is ideal for recordkeeping, compliance, or centralised document storage, and can only be configured by account Owners or Administrators.

👉 Learn more about Email Archiving here: Email Archiving Guide

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Can I set a redirect path for recipients after they complete or void a document?

Yes, you can. PleaseSign allows you to set a redirect path to control where your recipient’s web browser is directed after they’ve finished signing a document.

By default, recipients will see a generic completion page confirming that no further action is required. However, if your workflow requires additional action — such as visiting your website, completing a form, or accessing follow-up resources — you can use a redirect path to automatically send recipients to a specific URL after signing.

This helps create a smoother experience and keeps recipients engaged with your next steps.

👉 Learn more about setting up redirect paths here: Redirect Path Guide

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Can I customise the way my recipeints apply their signature?

Yes, you can. PleaseSign signature settings allow you to control how recipients interact with documents and apply their signatures during the signing process.

By default, recipients can choose from three signature types:

  • ✍️ Draw Signature – The most common option, allowing recipients to draw their signature using a mouse, stylus, or finger on a touchscreen device.

  • 🖋️ Choose Signature – Recipients can select from automatically generated signature styles based on their first and last name.

  • 📁 Upload Signature – Allows recipients to upload an image of their existing signature from their device — ideal if they already have a saved digital version.

Administrators can also customise these options to control which signature types are available to signers and can set default initials if required.

👉 Learn more about customising signature options here: Customising Signature Options Guide

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Can I add private recipient messages when sending documents for signing?

es, you can. PleaseSign allows you to include private recipient messages when sending documents for signing.

When preparing a document, you can enter a general message that appears in the email sent to all recipients, helping provide context or instructions about the document.

If your document is being sent to multiple recipients and you need to customise the message for each person, you can use the Private Message feature. This allows you to include individual notes that are visible only to the specified recipient — perfect for sharing personalised instructions or sensitive information.

👉 Learn more about adding private recipient messages here: Private Recipient Messages Guide

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

How do I set up automatic signing reminders in PleaseSign?

es, PleaseSign allows you to enable automatic signing reminders to help ensure documents are completed on time without manual follow-up.

When activated, PleaseSign automatically sends reminder emails to recipients who haven’t yet signed their documents, at the interval you choose. This helps reduce delays and keeps your workflow running smoothly.

If you’re using SMS delivery for signing links, please note that each reminder sent via SMS will use one additional SMS credit.

If the maximum number of reminders has been reached, you can restart the process by using the Resend feature on the Document Status page. This will trigger a new notification to the recipient and restart the reminder sequence.

👉 Learn more about setting up reminder emails here: Reminder Emails Guide

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Can I add a recipient that recives a copy of the completed document even though they didn't have to sign it?

Yes, you can. PleaseSign allows you to add Carbon Copy (CC) recipients who receive a copy of the completed document without being required to sign or approve it.

Adding carbon copy recipients helps you create clear document workflows where certain stakeholders—such as managers, administrators, or compliance officers—are automatically notified once the document is finalised.

Please note:

  • Carbon copy recipients only receive the document after it’s completed.

  • If a document is voided at any time during its workflow, they will not receive a copy.

👉 Learn more about adding carbon copy recipients here: Carbon Copy Recipients Guide

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Can I edit a sent document in PleaseSign?

No, you can’t edit a document once it has been sent. This safeguard ensures the integrity and legal validity of the signing process.

If you’ve made a mistake or need to make changes, you can:

  1. Void the current document so it can no longer be completed.

  2. Duplicate and reuse the document to make your required edits (see the image below).

  3. Resend the updated version to your recipients.

You can also make limited updates from the Document Status page, such as:

  • Correcting recipient details

  • Adding or removing mobile delivery options (like SMS signing links or MFA)

👉 Learn more here:  https://pleasesign.com.au/edit-a-sent-document

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

My PDF upload seems to be stuck when sending a document for signing — what should I do?

If your PDF upload appears to be stuck in PleaseSign, don’t worry — this can usually be fixed quickly. Upload times can vary depending on file size, internet speed, and occasionally, a corrupted PDF file.

Here’s how to resolve the issue:

  1. Open the PDF in your PDF reader

– Use your preferred PDF software (e.g., Adobe Acrobat, Preview, or Foxit Reader).

  1. Use the “Print to PDF” function

– From your PDF reader’s print menu, select “Print to PDF” or “Save as PDF.”

  1. Save it as a new file

– Give the file a new name and save it. This process recreates a clean version of the file and removes any corrupt or incompatible data.

  1. Re-upload the new PDF file

– Return to PleaseSign and upload the newly saved file. In most cases, this will resolve the issue immediately.

💡 Tip: Large documents (over 20MB or 200 pages) may take longer to upload. If you frequently work with large files, our support team can help extend your limits.

If you continue to experience issues, please contact our support team. Our AI chatbot is also available 24/7 to assist with common upload problems.

Can I delete folders that have files stored in them?

No, you can’t delete a folder that still contains documents in PleaseSign. To delete a folder, you’ll first need to remove or move all files stored within it.

Once the folder is empty, the Delete Folder option will become available. This safeguard helps prevent accidental data loss and ensures that important documents aren’t removed unintentionally.

If you’re unable to see or delete folders after moving files:

  1. Log out of your PleaseSign account.

  2. Log back in to refresh your session.

If the issue persists, please contact our support team for assistance.

Our AI chatbot is available 24/7 to help troubleshoot folder management or file access issues.

Is there a minimum size requirement when drawing my signature with a mouse or finger?

No, there’s no minimum file size requirement when drawing your signature in PleaseSign. However, there is a minimum size requirement for the signature itself to ensure it’s clear and legally valid (see image below).

When drawing your signature using a mouse, stylus, or finger on a touchscreen device, it must be at least 10 pixels high. If it’s smaller than this, PleaseSign will prompt you to redraw it before continuing.

💡 Tip: For the best results, draw your signature smoothly and use as much of the signature box as possible for a natural, readable appearance.

👉 Learn more about signing options and settings here: Customising Signature Options

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

How can I disable recipient notifications in PleaseSign?

Yes, you can. PleaseSign allows you to disable email and SMS notifications for specific recipients, giving you greater control over how documents are delivered and accessed (see image below).

Notifications can be disabled:

  • Individually — when adding or editing a recipient in a document, click More Options next to their name and enable Disable Notifications.

  • For templates or bulk sends — this must be configured when creating the template so that recipients automatically do not receive notifications when documents are sent in bulk.

When notifications are disabled, recipients won’t receive any email or SMS alerts, but they can still access and sign the document directly from their Inbox within PleaseSign.

This feature is especially useful for internal workflows, bulk operations, or when recipients manage documents within a shared company account.

👉 Learn more about managing recipient options on our Features page.

Need help? Our AI chatbot is available 24/7, or you can contact our support team.

Which countries can PleaseSign send SMS to for signing links and MFA codes?

PleaseSign supports SMS delivery for signing links and multi-factor authentication (MFA) codes in a select number of countries.

For the most up-to-date list of supported countries, please refer to our website:

👉 https://pleasesign.com.au/countries-we-operate-in

You can also view available countries directly within the platform—when entering a recipient’s mobile number, simply select the country code dropdown to see all supported options.

SMS availability may vary depending on local carrier networks and regulatory requirements. If SMS delivery is not supported in a recipient’s country, the signing request will automatically be sent via email instead, ensuring documents can still be accessed and completed.

  • Security & Compliance

Is my data secure with PleaseSign?

Yes it is.  To protect your information when it is transmitted through PleaseSign, it is 256-bit SSL encrypted.  All data is stored on secure ISO 27001 certified AWS servers located on Australian shores.  PleaseSign is also SOC2 compliant which means our controls and protocols are audited every year.  We will never sell your information, nor would we ever transmit it without you approval.

For more information about our SOC2 compliance and attestation please follow this link – https://pleasesign.com.au/resource-centre/our-soc2-compliance

For more information about security please follow this link – Privacy Policy.

How do I know my documnet hasn't been tampered with?

PleaseSign records a comprehensive log of all transactions that occur between signing parties.  To provide you with a court-admissible transaction history, we record and time-stamp all events that occur from the moment a document is created, to when it’s filled out and signed by all parties.  To ensure this transaction history is verifiable, we process each event with a cryptographic hash function called a checksum to confirm the existing transaction history has not been tampered with and to securely record the new event.

What is SOC2 all about?

A SOC 2 (System and Organization Controls 2) report is a crucial document that provides assurance regarding the security and privacy controls implemented by a service organization. It is particularly important in the context of online digital signing platforms like PleaseSign in Australia.

For more information about SOC2 and AICPA follow this link – https://www.aicpa-cima.com/topic/audit-assurance/audit-and-assurance-greater-than-soc-2

If you need a copy of our SOC2 attestation report please lodge a support request and one of our friendly support team members will assist you with your enquiry.  Submit a support request here – https://pleasesign.com.au/contact

Can I prove my document was not altered?

PleaseSign has been designed to keep your documents secure and to prevent modifications of a document during and after the signing process. Utilising cryptographic hashing technology, PleaseSign creates a unique hash of the document PDF before it is sent for signatures. Each time a party signs the document a Privacy Policy new unique hash is created, using this history of hashes you can prove there was no tampering or modifications made to the PDF document.

How are signatures verified?

Each document signed through PleaseSign is securely monitored, tracked and recorded in an audit trail. This non-editable audit trail contains a globally unique identifier, that can be used to look up a record in our database that shows all parties involved in the document and their signatures. These records include an encrypted hash of the PDF document which can be used to compare to the encrypted hash of a provided document to determine whether or not it has been modified since the time of it’s completion.

How are signatures authenticated?

PleaseSign authenticates all parties involved in a document so you know exactly who is signing. Any party signing a document through the Service must either have an active, verified account registered with PleaseSign, or have received by way of secure email, or secure sms a request for signature. To protect information transmitted over the Service, all information transferred is 256-bit SSL encrypted.

How can I get a copy of PleaseSign SOC 2 report for compliance purposes?

Our SOC 2 report is available upon request for clients who require it as part of their compliance or vendor due diligence process.

To request a copy, simply submit a support request, and one of our friendly support team members will contact you to verify your details and provide access.

Need help? Our AI chatbot is available 24/7, or you can reach our team directly through our Contact page

  • Plans & Billing

Can I upgrade my plan

Go to settings and then my subscriptions to review your current plan and SMS credits.  Some plans you are able to upgrade yourself, other plans will require the assistance of our support team.  In this case submit a support request and one of our friendly support team members will get in contact with you.

For more information about upgrading your plan follow this link – https://pleasesign.com.au/resources-upgrade-my-plan

I have maxed out our current monthly plan and need to send more documents for signing. What do we do?

I upgraded my subscription, but my account is still showing as the old plan and not the new one. How do I fix this?

Try logging out of your account and back in again.  This should fix the problem.  If you are still having trouble after this please submit a support request here – https://pleasesign.com.au/contact and one of our friendly support team will be able to assist with your enquiry.

I have an issue with my bill or account. What do I do?

Please submit a support request here – https://pleasesign.com.au/contact  and provide as much information as possible.  One of our friendly support team members will be able to assist with your enquiry.

How do I change the email address associated with my account?

To change the email associated with your account please submit a support request here – https://pleasesign.com.au/contact and one of our friendly support team members will be able to assist.

We have forgotten our password? Can you reset it for me?

We are unable to reset your password. Please go to the login page https://secure.pleasesign.com.au/login and select “Forgot your password” and an email will be sent to the email provided.

What do I do if I have a question about my account

Simply complete a support request and one of our friendly support members will answer your enquiry https://pleasesign.com.au/contact

Can I have training/help to set up my PleaseSign account?

Of course! Please contact support to organise an onboarding call or to answer and questions that you may have. Click Here contact support

If you have not yet created an account, but would like to see how PleaseSign can improve your process, please feel free to create a free account.  We will never ask for your credit card details. Click Here to register for a 30 Day Free Trail

Does the person to whom I'm sending A document, also need A PleaseSign account?

No they don’t.  You only need to create an account if you want to send a document for signing.  The identity of your recipient is verified by means of secure email. You can even set “Access Codes” to increase the security of your sent document.

What do I have to do in order to send a document using PleaseSign

Sending a document using PleaseSign is super easy.  You will have to sign up for an account before this can happen though.  PleaseSign offers a 30 Day Free Trail available if you wish to try before you buy – Terms and conditions apply.

To find out what is included in the 30 Day Free Trial watch this YouTube clip.

Try PleaseSign FREE for 30 Days - Revolutionise Your Workflow - YouTube

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PleaseSign59 subscribers

How do I update my credit card details?

You are easily able to update your payment details under the “My subscription” tab in the “Settings” menu.

I want to integrate PleaseSign with PleaseSign partner software. What type of account do I need?

In order to integrate with PleaseSign partner software you will need one of our Enterprise accounts with API access.

You will need to contact support to help set this up for you.

Please complete a support request via our contact page – https://pleasesign.com.au/contact

How do I delete my account or data?

If you’d like to delete your PleaseSign account or request removal of your personal data, please contact our support team. For security reasons, account and data deletion must be verified and handled by our team.

You can also use our AI chatbot 24/7 to start the process or get guidance on the steps required.

👉 Learn more about how we protect and manage your information on our Privacy Page.

  • Witness Feature

What is the Witness feature in PleaseSign?

The Witness feature allows a designated person to observe and confirm a signer’s signature on a document. The witness is invited to review the signed document and apply their own signature to verify they have witnessed the signing.

This is commonly required for legal documents such as statutory declarations, deeds, affidavits, guarantees, and other compliance-sensitive agreements.

How does the Witness signing process work?

The typical workflow is:

  1. The sender uploads a document.

  2. The sender assigns a signer.

  3. The sender assigns a witness to that signer.

  4. The signer receives and signs the document.

  5. The witness is notified and completes their witness signature.

  6. The document is finalized with a full audit trail.

The witness cannot sign until the signer has completed their signature (if sequential signing is selected).

Does the witness need a PleaseSign account?

No. Witnesses do not need to create an account.

They receive a secure email invitation with a unique access link, allowing them to review and sign the document securely.

What information is captured for the witness?

PleaseSign captures:

  • Witness name

  • Email address

  • IP address

  • Timestamp

  • Digital audit log record

All witness actions are recorded in the document’s comprehensive audit trail.

Is a witnessed eSignature legally valid?

In many jurisdictions, electronically witnessed signatures are legally valid, provided:

  • Identity verification standards are met (if required)

  • Proper audit logs are maintained

  • The document type allows electronic witnessing

However, some specific documents (e.g., certain property or court documents) may still require in-person witnessing depending on local regulations. We recommend confirming requirements for your jurisdiction.

Can the signer choose their own witness?

Yes. The sender can:

  • Pre-assign a witness during document setup

OR

  • Allow the signer to nominate a witness (if enabled in workflow settings)

This flexibility supports real-world legal workflows.

Can the same person act as both signer and witness?

No. A witness must be an independent individual and cannot be the same person as the signer.

What happens if the witness does not sign?

The document will remain “Pending Witness” until the witness completes their action.

The sender can:

  • Send reminders

  • Replace the witness

  • Cancel the document

Full status visibility is available in the dashboard.

Is the witness signature secure?

Yes. All witness signatures include:

  • Tamper-evident protection

  • Encrypted data storage

  • Secure access links

  • Detailed audit logs

Any modification to the document after completion invalidates the signature certificate.

Does the final document show who witnessed the signature?

Yes. The completed document includes:

  • The signer’s signature

  • The witness’s signature

  • A digital certificate of completion

  • Full audit history

This ensures transparency and compliance support.

Can I add multiple witnesses?

Yes. If your document requires multiple witnesses (for example, for multiple signers), you can assign separate witnesses to each signer during document setup.

  • Identity Verification

How do I get started with PleaseSign Identity Verification?

Getting started with PleaseSign Identity Verification is simple.

1️⃣ Log in to Your PleaseSign Account

Identity Verification is available within your account — no additional software or integration is required.  If you don’t have a PleaseSign account already, you get started here – [https://pleasesign.com.au/30-day-free-trial](/content/30-day-free-trial "Free Trial Landing Page"/index.html)

2️⃣ Purchase Identity Verification Credits

  • Free Trial, Entrepreneur, Business & Business Pro plans require pre-purchased credits

  • Enterprise and API plans can choose pre-purchased credits or PAYG billing

3️⃣ Initiate an Identity Verification

Start a verification request from within your account dashboard. The recipient will receive secure instructions to complete their identity verification.

4️⃣ Review Results

Verification outcomes are securely recorded and available within your account, including audit logs where applicable.

You are only charged for successful verifications. A credit is deducted when a verification attempt begins, and automatically returned if the verification fails or cannot be completed.

How does PleaseSign Identity Verification billing work?

Identity verification credits are billed separately from your subscription plan.

A credit is deducted when a verification attempt is initiated. If the verification is successfully completed, the credit is used. If the verification fails or cannot be completed, the credit is automatically returned to your account.

Free Trial, Entrepreneur, Business & Business Pro

  • Identity verification credits must be pre-purchased

  • A credit is deducted when a verification starts

  • Failed or incomplete verifications are automatically credited back

  • No PAYG billing on these plans

This ensures predictable cost control with no surprise usage charges.

Enterprise & API Plans

Enterprise and API customers can choose:

Pre-Purchased Credits

  • Buy credits in bulk

  • Deducted at verification start

  • Automatically returned if unsuccessful

Pay As You Go (PAYG)

  • Monthly billing based on successful usage

  • Failed or incomplete attempts are not charged

Fair & Transparent

You are only charged for successfully completed identity verifications.

Any failed or incomplete attempts are credited back automatically.

Can I use PleaseSign identity verification while I am on a free trial?

Yes. Identity Verification is available during your free trial; however, identity verification request credits are not included free with the trial and must be purchased in advance from Settings → My Subscription before use.

Only successful verifications are billed. If a verification attempt fails or cannot be completed, the credit is automatically returned to your account.

What is Identity Verification?

Identity verification is the process of confirming that a person is who they claim to be using reliable and independent electronic data sources.

Online identity verification may include government-issued ID document checks, biometric or liveness verification, and electronic data matching.

[PleaseSign](/content/ "PleaseSign"/index.html) provides electronic identity verification powered by Stripe, enabling businesses to verify identity securely before or during document signing.

Does PleaseSign’s identity verification comply with government regulations?

PleaseSign provides identity verification technology designed to support regulatory identity verification requirements in supported jurisdictions.

However, compliance with specific laws — including AML, KYC, CIP, or other regulatory frameworks — remains the responsibility of the business using the service.

PleaseSign does not certify or guarantee regulatory compliance.

Which countries support identity verification?

Global identity verification is available in jurisdictions where Stripe Identity supports document verification and delivery channels such as email and SMS.

Supported regions may include Australia, the United Kingdom, the United States, Canada, Ireland, India, Japan, Hong Kong, and other Stripe-supported jurisdictions.

Verification methods and document types vary by country.

Does identity verification guarantee identity certainty?

No. Identity verification provides verification results based on document and data checks. It does not guarantee that a person is who they claim to be and does not eliminate fraud risk.

Identity verification should be used as part of a broader risk management process.

Is identity verification required for electronic signatures?

No. Electronic signatures can be legally valid without identity verification, subject to applicable law.

Identity verification is optional and provides an additional layer of assurance where greater confidence is required.

What types of identity verification are available?

Depending on jurisdiction and Stripe support, identity verification may include:

  • Government-issued ID document verification

  • Electronic data source matching

  • Biometric and liveness checks

  • Timestamped verification records

  • Audit-ready reference identifiers

Availability varies by country.

Does identity verification guarantee a person’s identity?

No. Identity verification provides verification results based on document and data checks. It does not guarantee identity certainty and does not eliminate fraud risk.

Identity verification should be used as part of a broader risk management process.

How does identity verification integrate with eSignatures?

[PleaseSign](/content/ "PleaseSign"/index.html) offers identity verification as a standalone module within the platform.

You can verify identity independently of electronic signatures — no document sending required. This makes it ideal for onboarding, compliance checks, and general identity confirmation.

Verification results are securely recorded with timestamps and reference IDs. Identity verification is powered by Stripe in supported jurisdictions.

  • Single Sign-On (SSO)

What is Single Sign-On (SSO) in PleaseSign?

Single Sign-On (SSO) allows users to securely access PleaseSign using their existing business login (such as Okta), eliminating the need for separate passwords while improving security and user experience.

How does SSO work in PleaseSign?

PleaseSign uses SAML 2.0 to authenticate users. When a user clicks the SSO login button, they are redirected to their identity provider, verified, and securely logged into PleaseSign.

What are the benefits of using SSO?

Using SSO with PleaseSign helps businesses:

  • Strengthen security with centralised access control

  • Reduce password-related risks

  • Simplify user onboarding and offboarding

  • Improve the login experience for teams

Can I enforce SSO-only login in PleaseSign?

Yes. PleaseSign supports SSO-only login, which disables standard email and password access. This ensures all users authenticate through your organisation’s identity provider for maximum security.

Which identity providers does PleaseSign support?

PleaseSign supports all SAML 2.0 compatible providers, including:

  • Okta

  • Microsoft Azure Active Directory

  • Google Workspace

This allows seamless integration with your existing IT environment.

  • ID Verification & Audit Log

What identity document types are accepted?

Accepted document types may include:

  • Driver Licence

  • Passport

  • National Identity Card/Number

Can I see the verified ID number?

Yes.

Can I view the uploaded Driver Licence image?

Yes.

What information is available in the Audit Log?

The audit log can include:

  • Identity verification Request from

  • Verification date and time

  • Notifications sent/not sent

  • Disclosure

  • Status of Identity Verification on Stripe

  • Reports generated

  • Email Confirmation of completed process

  • Information/Status about Redact

Can I see why an ID verification failed?

Yes. Where supported, failure reasons may include:

  • Blurry image

  • Expired document

  • Document mismatch

  • Selfie mismatch

  • Incomplete submission

Is personal information protected?

Yes.

Can administrators download verification evidence?

Yes.

  • Manual Delete Documents

Who can permanently delete documents from PleaseSign?

Only account owners can delete documents.

What is the difference between Void and Delete?

Void Document remains in system but signing process stops.

Delete Document is permanently removed (subject to retention policy)

Can deleted documents be recovered?

No. Permanent deletion cannot be reversed.

Which documents can be deleted?

Depending on system configuration:

  • Drafts

  • Voided documents

  • Completed documents after retention requirements are met

Is deletion recorded?

Yes. Metadata relating to the deletion event is retained in the audit trail where permitted by policy.

  • Bulk Resend

What is Bulk Resend?

Bulk Resend allows an owner or administrator to resend signing requests to multiple recipients/documents simultaneously instead of resending each document individually.

Who can perform a Bulk Resend?

All users can perform a bulk resend operation.

What documents can be resent?

Documents in the following statuses can typically be resent:

  • Sent

  • Pending Signature

Completed or Voided, documents cannot be resent.

What is the limit for bulk resend?

20 documents at a time.

Will recipients receive multiple emails or sms?

Recipients will receive a new reminder email or sms, but the document remains the same document record.

Will Bulk Resend create duplicate documents?

No. Bulk Resend only sends another notification for the existing document workflow.

Is Bulk Resend recorded in the Audit Log?

Yes. The audit log records:

  • Date and time

  • Recipient details

  • Bulk Void

What is Bulk Void?

Bulk Void allows authorized users to cancel/void multiple documents at once.

Who can void documents?

All users can void documents.

Can a voided document be restored?

No. Once voided, the document cannot continue through the signing process. A new document must be created.

What happens to signers after a document is voided?

All remaining signing actions are cancelled and recipients are notified that the document has been voided.

Why would I use Bulk Void?

Common use cases:

  • Incorrect document upload

  • Incorrect recipient list

  • Duplicate sends

  • Business process cancellation

Is Bulk Void tracked?

Yes. Audit records include:

  • User who performed the void

  • Date/time

  • Document Retention Policy

What is the Document Retention Policy?

The retention policy defines how long documents, are stored before archival or deletion.

How long are documents retained in PleaseSign after I cancel my subscription?

You have the option to delete the account including all data and documents immediately when cancelling or you may choose to store them for up to 12 months.

How do I use the document retention policy in my PleaseSign account?

For active users, documents can be deleted immediately (manually) or retained for a configurable period from 3 months to 7 years. For example, if a user sets the retention period to 3 months, any documents older than 3 months will be automatically deleted. The retention period is calculated based on the document’s sent date.

Users can also select “No Automatic Deletion” if they do not want documents to be deleted automatically.

Does retention apply to completed documents only?

Retention policies may apply to:

  • Completed documents

  • Voided documents

Can retention periods be changed?

Yes, It can be changed via settings only by account owners.

Are audit logs deleted when documents are deleted?

Typically audit logs are retained longer than document content to support compliance and legal requirements.

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