The frequently asked questions about Documents & Contracts
Updated: March 29, 2024
Q: Will I still have access to my DocuSign contracts?
A: On May 31, 2024 documents, templates, and sending services through DocuSign will no longer be accessible to Vintory Partners. Any contracts you wish to save for your records will need to be downloaded and removed out of the DocuSign system.
Q: Is it feasible to send a document simultaneously to multiple clients?
A: Yes, we now have the capability to send a document to multiple recipients and assign signature elements to each recipient, rather than just sending it to a single recipient within the document.Q: Is it possible for multiple individuals to sign the same document?
A: Yes, each recipient will receive a unique link that allows them to sign only their specific section of the document. Recipients with a signature field assigned to them will be referred to as the "Signer," while those without a signature field will be referred to as CC (Carbon Copy) recepient.
Q: Is the system capable of capturing the necessary legal data to authenticate a digital signature?
A: Upon completion of the document signing process, essential recipient details are automatically collected, and a signature certificate is generated. This certificate includes the following data:
- Name of the recipient
- Recipient email
- The document sent on Date with the timestamp.
- Document viewed on Date with a timestamp.
- Document signed on Date with timestamp
- IP Address
- Location
- Signature
- Default notifications configured
- Estimate Received (Receiver)
- Proposal received (Receiver)
- Estimate Signed (Receiver)
- Proposal signed (Receiver)
- Estimate Signed (Sender)
- Proposal signed (Sender)
Q: Is it possible to download the PDF and share it with the client instead of sending it via email?
A: Yes, the download option is available inside the builder under three dots.
Q: Is it possible for the client to download a PDF without having to sign the document?
A: Yes, the document can be downloaded by the potential lead/contact before signing or finishing the document.
Q: Will the client receive a copy of the signed document upon completion?
A: A default notification containing the pdf as an attachment is sent after the recipient successfully signs the document. The pdf contains a copy of the signed document and the signature certificate containing the abovementioned details.
Q: How to save contract as a draft?
A: The system automatically saves the document as a draft.
Q: Is there a drop-down function for the recipient to choose from?
- Example: Does this account belong to you?
- Yes/No
A: This feature is not supported at the moment.
Q: Can we add checkboxes on the documents/contracts?
A: Yes, this feature is now available.
Q: Can I make some signatures required and others optional?
A: This is not currently a function of Vintory's contract feature. The workaround would be to manually create another template that requires only one signature or to edit your template manually before sending.
Q: My floating elements are not staying in the same position as on my template?
A: If there is page break in the document there will be a misplacement issue with floating elements. We recommend adding more than one page in the contract which can be done using the "+" icon at the end of the document.