FAQs

This article provides answers to frequently asked questions (FAQs) that cover everything you need to know about SpotDraft's eSigning services.

This article provides answers to frequently asked questions (FAQs) that cover everything you need to know about SpotDraft's eSigning services. Q1: Is there a file size limit for uploading documents on SpotDraft for signing?

Yes, SpotDraft supports files up to a maximum size of 30 MB for eSigning.

Q2: Can I use SpotDraft's eSigning tool to place signature blocks on a PDF form?

No, SpotDraft’s eSigning platform currently does not support placing signature blocks on PDF forms. Q3: Why does SpotDraft request location on the signing page?

SpotDraft collects geolocation data for internal audits and compliance purposes. Rest assured, your data is treated as confidential and will not be shared unless legally required. Q4: Can the same signatory be assigned across multiple parties?

No, SpotDraft does not allow the assignment of the same signatory to multiple parties. Each party involved needs to have a unique signatory assigned.

Q5: Can password-protected PDFs be uploaded for signing on SpotDraft?

SpotDraft does not support signing password-protected PDFs or any documents with owner password protection. This measure is taken to prioritize the security of your documents.

Q6: Upto how many parties can a user add while uploading a contract

A user can add up to 10 parties to the contract during the upload process.

Q7: Can a business user delete/edit/add parties?

A business user cannot delete, edit, or add parties once the contract has been uploaded for signatures; only the assigned signatory can change the recipient after the contract has been sent for signature.

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A business user has all the rights over a contract by virtue of either creating it or being assigned to it.

Q8: Is it possible to download audit trails when a contract is signed using integrations with other e-signing tools?

No, you can not download audit trails if a contract is signed using integrations with other e-signing tools.

Q9: Does a default POC apply to all contract types?

Yes, the default POC as the default signatory feature applies to all contract types and is designed to enhance efficiency across a wide range of use cases.

Q10: Can I change the default signatory if needed? Yes, SpotDraft provides users with the flexibility to modify the default signatory while uploading the contract for signing. Simply navigate to the recipient settings to make any necessary adjustments.

Q11: What is the benefit of adding a default POC signatory at the individual level?

By adding the default POC signatory at the individual level, users now only need to input counterparty details once during contract upload. This information automatically populates as a recipient in the "Prepare for Signing" card, eliminating the need for manual additions and streamlining the entire process.

Q12: Why Use Checkboxes While Signing a Contract? Users can streamline and enhance the contract signing experience for their counterparties. Here are key reasons why you should incorporate checkboxes is while preparing your agreements for signatures:

  1. Capture Specific Preferences:
      • With checkboxes, you can easily capture specific preferences or choices from the counterparty. For instance, in a purchase agreement, inquire whether the customer prefers product delivery or collection.
  1. Simplify Decision-Making:
      • Checkboxes simplify decision-making for signatories by presenting clear, binary options. They can quickly indicate agreement or disagreement with specific terms or conditions.
  1. Quick Interaction:
      • Users can interact directly with checkboxes, adding a layer of convenience.
  1. Default Values for Efficiency:
      • You can set default values for checkboxes to save time. Users can send contracts with pre-checked or unchecked checkboxes, ensuring a seamless and standardized signing experience.
  1. Counterparty Control:
      • Allow the counterparty user to overwrite setup values based on their preferences. This flexibility ensures that agreements align with the mutual understanding of both parties.
 
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Last updated on November 10, 2023