Which document formats can I send for e-signature using Deluxe eSignature?
Deluxe eSignature supports the following document formats: .pdf, .doc, .docx and .odt. We also support any document that can be printed from a Windows application (e.g., .xls, .xlsx, .ppt, .pptx, etc.).
Is there a document size limit?
The maximum size for each document is 10MB.
What's the difference between a document and a transaction?
A transaction is a container used to send one or more documents for signature to your recipients. Transactions can contain multiple documents and can be sent to several recipients. Documents can also have multiple pages.
How can I automate the signing process for transactions that involve large volumes (i.e., hundreds) of recipients?
We offer an add-on feature called Bulk Send that allows you to upload a .csv file of recipients and send the transaction for signature to recipients on that list.
Fast Track is also an add-on feature that enables you to distribute documents to large volumes of recipients for signing. Fast Track provides a dedicated URL that you can embed into your website or in an email. This allows you to automate the signing process for template-based transactions.
Contact your customer success representative to learn more about Bulk Send and Fast Track.
How will I know when the recipient has e-signed documents?
Once signing is complete, you will receive an email confirmation along with a .PDF of the signed document that you can download for your records. The final, signed document includes an embedded audit trail and separate Evidence Summary Report which details who signed, in what order, when and where.
If you’re a sender and you sign documents directly in your Deluxe eSignature account, you can view the status of the transaction from the Recent Transactions menu.