Same file or individual copies?

Shared file (same file) when everyone shares one finished PDF. Separate copies (individual copies) when each signer should keep their own. More detail: Same file or individual copies.

When should I Correct, and when should I cancel?

Correct when the PDF and fields are right, and you need to fix title, message, deadline, or people who have not signed yet.

Cancel request when you need to stop the request, or when the file, fields, or send mode must change. (Status and Activity still say Voided.) After cancel, Start a new draft on that page opens Create with the same people and file so you can fix it. Nothing sends until you press Send (uses another request from your quota).

Prefer Use template when you already saved the layout and need to fix the template first.

More detail: Remind, Correct, and Void.

Remind, automatic mail, and Reopen

• Remind is your manual nudge.
• Automatic mail also reminds unsigned people at 7 days and 3 days before the deadline.
• Renew signing is for expired requests you still want finished. You can also Cancel an expired request (marks it Voided; no second email). Voided requests stay voided.

Cancelled, expired, declined

• Cancelled / Voided: you stopped the request. Unsigned links end. Every signer and CC is emailed, including people who already signed. Finished signatures on that request stay for your records only.
• Expired: the deadline passed. You may be able to Reopen.
• Declined: a signer refused. That is their choice, separate from Void.

Request quota vs people cap

• Request quota is how many requests you can create in the period.
• People cap is how many signers + CC fit on one request. Solo accounts with no custom cap allow 5. Paid plans and most teams allow 25.

Details: Quotas and limits.

How do I get help?

When you are signed in, use Report a problem in the sidebar, account menu, or Profile. That emails support with your account and page context. You can also email [email protected]. For how-tos, start at these Guides. Team quotes and sender access can also go through request access.

How do I create an account?

When open signup is on, use Sign up on the Landing page or Pricing. Free needs no card. Personal or Pro from Pricing remembers the plan through email verification and opens Checkout when paid billing is on.

When open signup is off, request access and we email you. Invite links from an admin or a team owner still work either way.

Where do I see my plan?

Profile, then Plan, if you send on your own. On a team, the owner sees it on Team. Members can read the plan and do not change it. Plan shows list prices and what is included; Checkout and invoices show what Stripe charges. Public list prices also live on Pricing.

Can I switch plans?

When paid billing is on, Switch to … on the Plan cards changes Personal, Pro, or monthly/yearly. A higher plan takes effect today. A lower plan waits until the date shown. Browsing Monthly or Yearly keeps Current on the plan you already have; the button becomes Switch to yearly or Switch to monthly when you are looking at the other period. Starting a team plan still means canceling a personal plan first.

What happens if I cancel?

The plan stays until the date on that page, then a solo account returns to 3 requests and 5 people. A team stays together. The shared pool becomes 3 requests, one sender seat stays, waiting invites are cancelled, and people stay on the team. You can resume from Manage billing before that date when paid billing is on.

What if a payment fails?

Create will not send a new request until the card is updated. Requests you already sent can still be viewed, downloaded, corrected, or cancelled.

Will my company get a team account?

Yes. Teams share sender seats and a request pool. Open Pricing for list prices, or request access and ask for a team quote if you need seats set up with us. If you are already on a team, open Team to invite people by email. Details: Organizations and seats. Shared templates come next.

Do templates use my quota?

Saving a template is free. Sending from a template uses one request.

Individual copies downloads

Download one person’s finished file, or a zip when the request page offers it.

What does Viewed mean?

They agreed to sign electronically and opened the document. Getting the email alone does not set Viewed.

Can I change the PDF after send?

Void, then create a new request with the right file. Templates make the rebuild faster.

Can I undo a signature someone already finished?

Finished work on that request stays. If you need everyone on a new file, send a new request and have the right people sign again.