Frequently Asked Questions

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General Questions

SignersToGo is a comprehensive electronic signature platform that allows businesses and individuals to securely sign documents online. Our platform enables you to upload documents, add signature fields, and send them to recipients for signing—all without printing, scanning, or mailing physical copies.

With SignersToGo, you can streamline your document workflows, reduce paper waste, and close deals faster with legally binding electronic signatures that comply with regulations like ESIGN Act, UETA, and eIDAS.

Yes, electronic signatures created with SignersToGo are legally binding in most countries around the world. Our platform complies with major electronic signature laws including:

  • ESIGN Act (United States) - The Electronic Signatures in Global and National Commerce Act
  • UETA (United States) - The Uniform Electronic Transactions Act
  • eIDAS (European Union) - Electronic Identification, Authentication and Trust Services regulation
  • Other international laws - Including regulations in Canada, Australia, Japan, and many other countries

Each signature is accompanied by a detailed audit trail that records when and how the document was signed, providing additional legal validity.

SignersToGo supports a wide range of document types and use cases, including:

  • Business contracts - Sales agreements, vendor contracts, partnership agreements
  • HR documents - Offer letters, onboarding forms, policy acknowledgments
  • Legal documents - NDAs, powers of attorney, consent forms
  • Real estate - Lease agreements, purchase contracts, disclosure forms
  • Financial documents - Loan applications, investment agreements
  • Healthcare - Patient consent forms, HIPAA authorizations
  • Education - Enrollment forms, permission slips, student agreements

You can upload documents in various formats including PDF, Word, Excel, and images. Non-PDF files will be automatically converted to PDF format for signing.

You can get started with SignersToGo in just a few minutes. Our streamlined process includes:

  1. Sign up for a free trial (no credit card required)
  2. Verify your email address
  3. Upload your first document
  4. Add signature fields
  5. Send it for signing

Most users are able to send their first document for signature within 5 minutes of creating an account. Our intuitive interface requires no special training or technical knowledge.

Yes, we offer a 14-day free trial that includes:

  • Up to 5 documents
  • All essential features (electronic signatures, templates, basic workflows)
  • Access to our mobile app
  • Email support

No credit card is required to start your free trial. At the end of the trial period, you can choose to upgrade to one of our paid plans or continue with our free plan, which allows up to 3 documents per month.

Account & Settings

Creating an account with SignersToGo is simple:

  1. Visit our registration page
  2. Enter your email address and create a password
  3. Verify your email address by clicking the link in the confirmation email
  4. Complete your profile with your name and organization details
  5. Start using SignersToGo immediately

You can also sign up using your Google or Microsoft account for even faster registration.

If you've forgotten your password, you can reset it by following these steps:

  1. Go to the login page
  2. Click on "Forgot Password"
  3. Enter the email address associated with your account
  4. Check your email for a password reset link
  5. Click the link and follow the instructions to create a new password

For security reasons, password reset links expire after 24 hours. If you don't receive the email, please check your spam folder or contact our support team.

To add team members to your SignersToGo account (available on Professional, Business, and Enterprise plans):

  1. Log in to your SignersToGo account
  2. Go to "Settings" > "Team Management"
  3. Click "Add Team Member"
  4. Enter the team member's email address
  5. Assign a role (Admin, Manager, or User)
  6. Set permissions for document access and features
  7. Click "Send Invitation"

The team member will receive an email invitation to join your SignersToGo account. They can create a new account or link their existing SignersToGo account to your team.

Note: The number of team members you can add depends on your subscription plan.

To customize your notification preferences:

  1. Log in to your SignersToGo account
  2. Go to "Settings" > "Notifications"
  3. Choose which events trigger notifications (document sent, signed, viewed, etc.)
  4. Select your preferred notification methods (email, SMS, in-app)
  5. Set the frequency of summary notifications (daily, weekly, or none)
  6. Click "Save Preferences"

You can also manage notification settings for specific documents when sending them for signature.

Yes, custom branding is available on our Professional, Business, and Enterprise plans. To customize your branding:

  1. Go to "Settings" > "Branding"
  2. Upload your company logo
  3. Set your brand colors for buttons, links, and accents
  4. Customize the email template that recipients receive
  5. Add a custom signing page header
  6. Set a custom email domain (Business and Enterprise plans only)
  7. Click "Save Branding Settings"

Your branding will be applied to all signing pages, emails, and document completion certificates, providing a consistent experience for your recipients.

Document Signing

Sending a document for signature is a straightforward process:

  1. Log in to your SignersToGo account
  2. Click "Upload Document" or "Send for Signature"
  3. Upload your document (PDF, Word, Excel, etc.)
  4. Add recipients by entering their email addresses
  5. Drag and drop signature fields onto the document where signatures are needed
  6. Add any additional fields (date, text, checkboxes, etc.)
  7. Customize the email message (optional)
  8. Set an expiration date and reminders (optional)
  9. Click "Send" to email the document to all recipients

You'll receive notifications as recipients view and sign the document, and you can track the status in real-time from your dashboard.

SignersToGo offers a variety of fields you can add to your documents:

  • Signature - The main signature field for recipients to sign
  • Initial - For initialing specific pages or sections
  • Date - Automatically adds the signing date
  • Text - For collecting short text responses
  • Text Area - For longer text responses
  • Checkbox - For yes/no or agreement options
  • Dropdown - For selecting from predefined options
  • Radio Button - For mutually exclusive options
  • Formula - For calculated values based on other fields
  • Attachment - Allows recipients to upload files
  • Note - Adds informational text for recipients
  • Approval - For document approval without signature

Each field can be customized with various properties such as required/optional, read-only, validation rules, and conditional logic.

Yes, you can set a specific signing order for your recipients:

  1. When preparing your document, add all recipients
  2. Click "Set Signing Order" in the Recipients panel
  3. Drag and drop recipients to arrange them in the desired order
  4. Alternatively, assign a numerical order to each recipient
  5. Click "Save" to apply the signing order

With sequential signing, each recipient will receive the document only after the previous recipients in the sequence have completed their actions. Recipients in the same signing level can sign simultaneously.

This feature is particularly useful for approval workflows, where documents need to follow a specific path through your organization.

The signing process for recipients is simple and intuitive:

  1. Recipients receive an email with a link to the document
  2. They click the link to open the document in their web browser
  3. If enabled, they may need to verify their identity (email, SMS, password)
  4. They review the document and are guided through each field that requires their input
  5. For signature fields, they can:
    • Type their name (which converts to a signature)
    • Draw their signature using a mouse or touchscreen
    • Upload an image of their signature
    • Use a previously saved signature
  6. After completing all required fields, they click "Finish" to complete the signing process
  7. They receive a confirmation email with a link to the signed document

No account creation is required for recipients, and the entire process can be completed on any device, including smartphones and tablets.

Yes, templates are a powerful feature of SignersToGo that can save you significant time:

  1. Go to the "Templates" section in your dashboard
  2. Click "Create Template"
  3. Upload your document
  4. Add placeholder recipients (roles like "Client," "Manager," etc.)
  5. Add all necessary fields to the document
  6. Save the template with a descriptive name

When you're ready to use the template:

  1. Go to "Templates" and select your template
  2. Click "Use Template"
  3. Assign actual recipients to each role
  4. Make any necessary adjustments to fields or settings
  5. Send the document for signature

Templates can be shared with team members and organized into folders for easy access. You can also create template groups for multi-document workflows.

Billing & Subscription

SignersToGo offers several pricing plans to meet the needs of different users:

  • Free - 5 documents per month, 1 template, basic features
  • Professional - Unlimited documents, 10 templates, custom branding, 5 team members
  • Business - Unlimited documents and templates, advanced features, API access, 25 team members
  • Enterprise - All features, unlimited team members, dedicated account manager, custom integrations

All paid plans offer monthly and annual billing options, with a discount for annual subscriptions. For detailed pricing information, please visit our pricing page.

You can change your subscription plan at any time:

  1. Log in to your SignersToGo account
  2. Go to "Settings" > "Billing"
  3. Click "Change Plan"
  4. Select your desired plan
  5. Choose monthly or annual billing
  6. Confirm your selection

When upgrading, the new plan takes effect immediately, and you'll be charged a prorated amount for the remainder of your billing cycle. When downgrading, the new plan takes effect at the end of your current billing cycle.

If you downgrade to a plan with fewer features or limits (e.g., fewer team members or templates), you'll need to ensure your usage complies with the new plan's limitations before the downgrade takes effect.

SignersToGo accepts the following payment methods:

  • Credit cards (Visa, Mastercard, American Express, Discover)
  • Debit cards
  • PayPal
  • ACH bank transfers (US customers only)
  • Wire transfers (Enterprise plan only)

For Enterprise customers, we also offer invoicing with net-30 payment terms. Please contact our sales team to set up this payment option.

All payments are processed securely through our PCI-compliant payment processor. We do not store your full credit card details on our servers.

Receipts and invoices are automatically generated for all payments:

  1. You'll receive an email with your receipt/invoice whenever a payment is processed
  2. To access all your billing documents:
    • Log in to your SignersToGo account
    • Go to "Settings" > "Billing" > "Billing History"
    • Click "Download" next to any transaction to get the PDF receipt/invoice

If you need to update your billing information (company name, address, tax ID, etc.) for your invoices:

  1. Go to "Settings" > "Billing" > "Billing Information"
  2. Update your details
  3. Click "Save Changes"

For special invoicing requirements, please contact our billing support team.

Yes, SignersToGo offers special pricing for qualifying organizations:

  • Nonprofit organizations - 30% discount on all paid plans with proof of nonprofit status
  • Educational institutions - 25% discount for K-12 schools, colleges, and universities
  • Students - 50% discount on the Professional plan with a valid student email address

To apply for these discounts:

  1. Contact our sales team at sales@signerstogo.com
  2. Provide documentation of your organization's status (501(c)(3) determination letter, educational institution ID, student ID, etc.)
  3. Our team will review your application and apply the discount to your account

We also offer special volume pricing for organizations with high document volumes. Please contact our sales team for a custom quote.

Security & Compliance

Security is our top priority at SignersToGo. Our platform incorporates multiple layers of protection:

  • Data Encryption - All data is encrypted both in transit (TLS 1.2+) and at rest (256-bit AES encryption)
  • Secure Infrastructure - Our platform is hosted on SOC 2 Type II certified cloud infrastructure with 24/7 monitoring
  • Access Controls - Role-based access controls, multi-factor authentication, and session management
  • Document Security - Tamper-evident seals, detailed audit trails, and document encryption
  • Physical Security - Our data centers feature biometric access controls, 24/7 surveillance, and redundant power systems
  • Regular Testing - We conduct regular penetration testing and security assessments by independent third parties

We maintain a comprehensive security program that follows industry best practices and is regularly updated to address emerging threats.

SignersToGo maintains several key certifications and compliance standards:

  • SOC 2 Type II - We've successfully completed SOC 2 Type II audits, demonstrating our commitment to security, availability, processing integrity, confidentiality, demonstrating our commitment to security, availability, processing integrity, confidentiality, and privacy
  • ISO 27001 - We're ISO 27001 certified, meeting international standards for information security management systems
  • HIPAA Compliance - Our platform is HIPAA compliant, enabling healthcare organizations to securely manage patient documents while maintaining privacy
  • GDPR Compliance - We adhere to the European Union's General Data Protection Regulation requirements
  • CCPA Compliance - We comply with the California Consumer Privacy Act
  • PCI DSS - Our payment processing systems are PCI DSS compliant

We regularly update our compliance certifications and can provide documentation upon request. For Enterprise customers, we offer Business Associate Agreements (BAAs) for HIPAA compliance and Data Processing Agreements (DPAs) for GDPR compliance.

SignersToGo offers multiple methods for verifying signer identity, with increasing levels of security:

  • Email Verification - Basic verification through a unique link sent to the signer's email address
  • SMS Authentication - One-time passcode sent to the signer's mobile phone
  • Password Protection - Custom password that must be entered before accessing the document
  • Knowledge-Based Authentication (KBA) - Signers answer questions based on their personal history and public records
  • ID Verification - Signers upload a government-issued ID and take a selfie for biometric matching
  • Digital Certificates - Support for qualified digital certificates (Business and Enterprise plans)

You can select the appropriate verification method based on your security requirements and the sensitivity of the document. Multiple authentication methods can be combined for enhanced security.

SignersToGo uses tamper-evident technology to protect the integrity of signed documents:

  • Each document is sealed with a digital signature after all parties have signed
  • This seal creates a unique cryptographic hash of the document's contents
  • Any change to the document, no matter how small, will break the seal
  • When a document is opened, our system automatically verifies the seal's integrity
  • If tampering is detected, a clear warning is displayed, and the document is marked as invalid

Additionally, our comprehensive audit trail records every action taken on the document, including viewing, signing, and any attempted modifications. This audit trail is embedded in the final PDF and can be independently verified.

For added security, you can download a Certificate of Completion for each document, which includes the audit trail and verification information.

Document retention on SignersToGo depends on your subscription plan and settings:

  • Free Plan - Documents are stored for 90 days after completion
  • Professional Plan - Documents are stored for 1 year after completion
  • Business Plan - Documents are stored for 5 years after completion
  • Enterprise Plan - Documents are stored for 7 years after completion, with custom retention policies available

You can customize document retention periods in your account settings (Business and Enterprise plans only). You can also manually delete documents at any time, or set up automatic deletion rules based on document type, age, or status.

We recommend downloading and storing copies of your completed documents in your own secure storage system. All documents can be downloaded as PDFs with embedded audit trails.

Technical Support

SignersToGo works on a wide range of browsers and devices:

Supported Browsers:

  • Google Chrome (latest 2 versions)
  • Mozilla Firefox (latest 2 versions)
  • Apple Safari (latest 2 versions)
  • Microsoft Edge (latest 2 versions)
  • Opera (latest 2 versions)

Supported Devices:

  • Windows PCs (Windows 10 and 11)
  • Mac computers (macOS 10.15 and newer)
  • iPhones and iPads (iOS/iPadOS 14 and newer)
  • Android phones and tablets (Android 9 and newer)
  • Chromebooks

For the best experience, we recommend using the latest version of Chrome, Firefox, or Safari on a desktop or laptop computer. Our mobile apps for iOS and Android provide an optimized experience for smartphones and tablets.

SignersToGo offers several integration options:

Pre-built Integrations:

  • CRM systems (Salesforce, HubSpot, Zoho)
  • Cloud storage (Google Drive, Dropbox, OneDrive, Box)
  • Business tools (Microsoft 365, Google Workspace)
  • Project management (Asana, Trello, Monday.com)
  • And many more

To set up a pre-built integration:

  1. Go to "Settings" > "Integrations"
  2. Select the application you want to connect
  3. Follow the authentication steps
  4. Configure the integration settings

API Integration (Business and Enterprise plans):

Our RESTful API allows you to build custom integrations with your internal systems or applications. The API supports:

  • Creating and sending documents for signature
  • Managing templates
  • Tracking document status
  • User and team management
  • Webhooks for real-time notifications

Comprehensive API documentation is available in our Developer Documentation.

SignersToGo supports the following file formats:

  • PDF (.pdf) - Recommended for best results
  • Microsoft Word (.doc, .docx)
  • Microsoft Excel (.xls, .xlsx)
  • Microsoft PowerPoint (.ppt, .pptx)
  • Text files (.txt)
  • Rich Text Format (.rtf)
  • Images (.jpg, .jpeg, .png, .gif, .bmp)
  • HTML (.html, .htm) - Business and Enterprise plans only

All non-PDF files are automatically converted to PDF format for signing. While we strive to maintain formatting during conversion, complex layouts may be affected. For the most accurate results, we recommend uploading documents in PDF format.

File size limits:

  • Free Plan: Up to 10MB per file
  • Professional Plan: Up to 25MB per file
  • Business Plan: Up to 50MB per file
  • Enterprise Plan: Up to 100MB per file

There are several ways to get technical support:

Self-Service Support:

  • Documentation - Comprehensive guides and tutorials
  • FAQs - Answers to common questions

Contact Support:

Support Hours and Response Times:

  • Free Plan: Email support with 48-hour response time
  • Professional Plan: Email and chat support with 24-hour response time
  • Business Plan: Priority email, chat, and phone support with 8-hour response time
  • Enterprise Plan: Dedicated support team with 4-hour response time and 24/7 emergency support

When contacting support, please include your account email, a detailed description of the issue, and any relevant screenshots or error messages to help us assist you more efficiently.

SignersToGo offers limited offline capabilities:

Mobile App Offline Mode (Business and Enterprise plans):

  • Download documents for offline viewing
  • Prepare documents for signature while offline
  • Sign documents offline (as the sender)
  • Changes sync automatically when you reconnect to the internet

Limitations of Offline Mode:

  • Recipients cannot sign documents offline
  • New documents cannot be uploaded offline
  • Templates cannot be created or edited offline
  • Document status cannot be updated offline

To use offline mode in the mobile app:

  1. Open the SignersToGo mobile app while connected to the internet
  2. Go to the document you want to access offline
  3. Tap the "Download" icon to save it for offline access
  4. Access the document from the "Downloaded" section when offline

For desktop users, we recommend downloading important documents as PDFs for offline reference. However, all signing and document preparation features require an internet connection on desktop browsers.

Still Have Questions?

Our support team is here to help you get the most out of SignersToGo.

Email Us

Send us a message and we'll get back to you as soon as possible.

support@signerstogo.com

Call Us

Speak directly with our customer support team (Business & Enterprise plans).

+1 (800) 792-9194
Contact Us