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Can a party download a PDF copy of the document before signing?

In short – yes, you’ll just need to ensure PDF attachment is enabled.

Understandably, some parties may want to retain a copy of the document prior to signing – we disable downloadable PDF copies on the signing page by default because we found that some individuals are confused by the attachment and would attempt to sign the PDF attachment in the old fashioned way!

So how do I enable them?

1. Head to ‘Company Profile’ on the side menu

2. Scroll down to the ‘Email settings’ section

3. Enable ‘PDF attachment’ using the slider (shown below)

4. Once enabled, all parties will find the option to download the PDF in the bottom left corner of the signing page, as shown below.