Within Sign by CM.com, it is crucial to understand the distinction between the terms dossier and document to effectively use the platform.
Document
A document is a file that you want to be signed. Supported file types include:
- .DOC(X)
- .RTF
Each document is an individual file that requires signatures. While documents are signed independently, the cost is determined by the number of documents in a dossier, with charges applying per successfully signed document.
Dossier
A dossier is a collection that includes one or more documents along with other relevant information. Here's what makes up a dossier:
- Multiple Documents: A dossier can contain several documents that may need to be signed separately.
- Unified Overview: For a streamlined signing experience, all documents within a dossier are presented in a single overview for recipients.
- Relevant Information: A dossier includes all necessary information to facilitate a complete and efficient signing process.
Term | Definition |
Document | The .PDF / .DOC(X) / .RTF file to be signed |
Field | Location of the paragraph, signature, date etc. |
Recipient | Person who needs to sign the document |
Status | Indicates whether the document has been signed, is pending or has been declined |
Audit report | Shows all steps taken, by whom, when and where to identify the invitee and make it legally binding. |
Dossier owner | The user in your organization who receives updates regarding the dossier |
Attachment | Attachments are a special type of document that can be added to the dossier but will not be signed (and therefore will also not be invoiced) |
