How to access documents uploaded by signatories

Requesting documents from your Signatories

Once a document is signed, a Signatory can be instructed to upload one or more files.  Examples might include Proof of ID, Bank Statements, Insurance Certificates.  The requested uploads are of course completely customisable.  The upload will need to be an image or PDF file.

The uploads can be provided on a mobile device by taking a photo or by selecting a file on a laptop / PC.

Uploads can only be requested at the end of the signing process for a document.  SignatureSense cannot request uploads independently of a signature request as yet.

How do I access the uploads?

The user / sender of the original request will be notified via email as soon as a document is uploaded.  The email contains a link to sign in and securely download the provided uploaded files.

The uploads can also be accessed without the email by signing into SignatureSense and locating the original document.   The document overview page includes a list of requested uploads and their status (plus a link to view / download the file).

1) Find the document on SignatureSense as per this guide.

2) Once on the document overview page you will see a section called "Requested Documents".