Q: Why do I need a DottedSign account to create and sign documents?
As an e-signature service provider, we value every user's identity authentication and signature validation when using DottedSign. Creating and verifying your account is a crucial step to sign your documents in a safe, secure and legally-binding way.
Q: Do the recipients need to register DottedSign accounts to sign?
No, the recipients can sign the document without registering DottedSign. They will receive the signing request via email. All they need to do is click on the link to open the document and simply sign it. Once all parties have finished signing, everyone will receive the completed file and the audit trail via email. Here’s the guide: https://support.dottedsign.com/hc/en-us/articles/900000379543
Q: What should I do if I have trouble logging into DottedSign?
There could be several reasons. You can try the following small steps to debug first:
Please double check your internet connection. Switching to your mobile data could help keep the connection stable.
Switch to another device or use DottedSign Web to log in.
Q: Could I reply directly to the task email?
Kindly note the task email, as well as all notification emails, are sent automatically from the service. Please do not reply directly to these emails. If you have questions or concerns in regards to the task, please contact the sender.
Q: What should I do when I keep experiencing the slow loading time?
This could happen because of the following reasons:
The internet connection could be unstable during the time. Switching to your mobile data could help.
Check the size of your file. If it goes above 10MB, the service is possible to slow down in some degree.
Log out and try logging back again. It could be that the account needs to refresh quickly to continue processing the task.
Q: I did not receive my account verification email, what should I do?
Please search your inbox with this email address: firstname.lastname@example.org and add it to your contact book.
Q: What do I do when I see the error codes?
We have listed a few common situations and solutions for you to quickly have a try:
Error 4009: Your signature is not saved properly. Please verify your account first and re-log in.
Error 1000 or 4001: Please log out and re-log in.
Q: How to create a task in DottedSign?
It can be easily done within 3 steps. Upload your file (or use a reusable template), input your recipients’ emails, and assign the signing fields. Hit send and job done. Here’s a video with more details: https://www.youtube.com/watch?v=NIfOYpPs5DM
Q: How to put my signature, initial or stamp in the signing task?
Open the task, and you will find the designated fields for you to complete. Click (or tap) the field and draw your signature or initial. If a stamp is required, you may do so by uploading the stamp image. Once all fields are filled, you can hit confirm to move forward. Here’s the tutorial for more details: https://support.dottedsign.com/hc/en-us/articles/900001647846
Q: How to receive the one-time-password (OTP) from Email to sign my document?
Go to your task first and fill in the required signing fields. After you click (or tap) Confirm to proceed, a pop-up window will show and notify you to check the inbox for the password. Fill in the 6-digits and job done. Here’s a tutorial for more details: https://support.dottedsign.com/hc/en-us/articles/900000391846
Alternatively if you’re on the mobile more often when signing tasks, you could also receive the OTP via SMS. Here’s how: https://support.dottedsign.com/hc/en-us/articles/900000391766
Q: How to download the audit trail?
Once the task has been signed by all parties, you may go to your task and click ‘Download audit trail’. You can also view it online. Here’s a step-by-step guide: https://support.dottedsign.com/hc/en-us/articles/900000379883
Q: Could I use DottedSign to sign the document from an email or cloud-based service?
Of course, simply download the document in PDF format to your device or local file. Upload to DottedSign via ‘Sign Yourself’ to complete your signature in a few steps. If the document is already saved in Cloud-based services, for example, iCloud, Dropbox, Google Drive, OneDrive or Kdan Cloud, you can import directly in DottedSign. Here’s a short tutorial video: https://www.youtube.com/watch?v=LHdAC0s09YA
If you are a Gmail user, you can use DottedSign add-on for Gmail and complete the signing process right from your inbox. Follow the instructions to install and get started: https://support.dottedsign.com/hc/en-us/articles/900003529306
Q: How to invite or remove members from my team?
If you are the Admin, you can invite members or remove members from the team. Simply visit Admin Console and go to 'User' and 'Invite Users'. You will be directed to the Kdan Admin Center where you can manage your team. Here are the step-by-step tutorials:
- Invite members to your team: https://support.dottedsign.com/hc/en-us/articles/900000792106
- Remove members from your team: https://support.dottedsign.com/hc/en-us/articles/900000834826