Frequently Asked Questions

SignDeck is a fast and simple way to collect documents and signatures from anyone. You upload a PDF or request files, assign people, and send — your contacts receive a secure link where they can sign or upload without any signup or account needed.

A Request is what your contact receives — an email notification with a secure link where they can upload files or sign a document. Inside a Request, there can be one or more Items.

Items are the actual tasks you're asking your contact to do. There are two types:

• 📑 Document Request Item - used when you need your contact to upload a file (e.g. ID, invoice, contract, certificate).
• ✍🏼 E-Signature Item - used when you want your contact to sign a PDF document.

So, think of it like this:

• 👉 The Request is the message you send.
• 👉 The Items are the actions you want them to complete.

Contacts are the people you send requests to — such as clients, employees, suppliers, or anyone who needs to sign or upload a document.

Each contact stores key details like name, email, and optional organization info, making it easy to reuse them across future requests. You can track their actions, view their completed signatures, and manage all interactions under their contact profile.

Templates allow you to save frequently used document requests with pre-filled information. This saves time when sending similar documents repeatedly.

No. Anyone with the secure email link can review and sign the document — no registration required.

Yes, SignDeck works smoothly on phones and tablets.

SignDeck is fully responsive — meaning it automatically adapts to any screen size, whether you’re using a desktop, laptop, tablet, or mobile phone.

You and your Contacts can:

• 📄 View and sign documents
• ⬆️ Upload files using phone camera or gallery
• ✍🏼 Draw signatures naturally on touch screens
• ⏰ Review requests, due dates, and reminders
• 💬 Add comments or replies — all from a mobile browser

No app download needed — everything works directly in your browser.

To send a document for signing, create a new request, upload your document, add the recipient's contact information, and send. The recipient will receive an email with a secure link to sign the document.

Yes, you can track the status of all your requests in your dashboard. You'll see when requests are sent, responded to, and completed.

Yes. SignDeck automatically notifies your contact when you send the Request, and again on its due date—so nothing gets forgotten.

You can also add your own reminder schedules when creating the Request, giving you more control over how often and when follow-up reminders are sent.

Both you and your contact will also receive notifications whenever comments are added to the Request, keeping communication in one place.

Smart reminder templates and more customization options are coming soon.

Yes, from your dashboard — select the request and click Actions -> Resend Request.

Ask the recipient to check their spam, promotions, or verify the email address. You can also resend it.

You can add, edit, and manage your contacts from the Contacts section. This makes it easy to quickly send documents to people you work with regularly.

Right now, contacts can place their signature anywhere on the document using drag-and-drop. You can guide them with instructions in the item description. Soon, you'll be able to predefine exact positions (signature tagging).

You can mix file types for document request items. For e-signature items, we only allow PDF at the moment.

No. Recipients do not need a SignDeck account. They simply click the secure link in the email to view files, sign, or upload documents.

Yes. Once a request is completed, you can download all signed files individually or as a single bundle, directly from your dashboard.

E-signature fields let you place signature blocks, text fields, and dates directly on your PDF before sending it. Your Contact will be guided to fill these fields during signing.

No. Adding fields is optional. If you don’t add any, your Contact can still sign anywhere on the PDF using free-form signing.

For now, you can only add signature fields, text fields, and date fields that help guide your Contact during signing.

Not all documents or signatures are equally important.

By separating Required and Optional items, you:

• reduce back-and-forth emails
• improve completion rates
• make requests clearer for Contacts
• keep workflows moving even when some items are delayed

SignDeck offers a free plan and pay-as-you-go credit packs.

• The Free plan lets you try SignDeck and send a limited number of document requests.
• Credits are one-time purchases that let you send more requests without a monthly commitment.
• Each credit equals one document request sent.

We also plan to introduce a subscription option in the future for users with regular usage, but credits are currently the primary way to upgrade.

You can view our latest pricing here.

Yes, but it’s simple and transparent.

Each document request you send uses 1 credit, regardless of:

• how many files are included
• how many Contacts are involved
• how many signatures are required

Your ability to send requests depends on:

• your available credits
• your plan limits (such as file size and number of uploads per request)

When you run out of credits:

• you won’t be able to send new document requests
• existing requests and completed documents remain accessible
• no data is deleted or locked

You can simply purchase additional credits at any time to continue sending requests. There’s no forced subscription and no automatic charges.

Yes. Unused credits never expire.

Credits are not tied to a monthly billing cycle, so you can:

• use them immediately
• save them for later
• spread usage over multiple months

This makes SignDeck ideal for teams or individuals with occasional or seasonal document needs.

For more context on why we chose this model, you can read our blog about credits-based plan.

Create an e-signature item, upload your PDF, open the field editor, drag the fields you need onto the document, then send it to your Contact.

Yes. They can clear any field while signing. Required fields must be completed before submitting the signed document.

Any fields you place on your PDF will be saved as part of the Template. When you apply that Template to a new request, all fields will automatically be applied to the document.

Templates currently support PDFs with fields included. When you apply a Template, all configured fields are applied to the matching PDF pages.

Yes. Templates and any files in them count toward the storage and item limits included in your plan.

Not at the moment. Once a Template is saved, it can’t be edited. You can delete the Template and create a new one if you need changes. Template editing may return in the future, but it is currently paused due to technical complexity.

Required and Optional items let you control which items a Contact is expected to complete as part of a request.

• Required items are expected to be completed by the Contact.
• Optional items can be skipped if they are not available or not applicable, and do not block progress.

This helps reduce friction by making it clear which items matter, without forcing Contacts to complete everything.

Once a request is marked as completed, it is closed and Contacts can no longer respond to items.

Yes. Contacts can complete items individually and return later to finish the rest of the request.

This is especially useful when some documents or signatures aren’t immediately available.

If a Required item is incomplete, the request will remain in a pending state.

Optional items do not block completion, but Required items must be finished before the request can be considered complete.

Yes. You can mark items as Required or Optional when setting up your request.

This allows you to prioritize what truly matters and avoid overwhelming Contacts with unnecessary blockers.

Yes, SignDeck takes security seriously. We use industry-standard encryption to protect your documents and personal information. All data is stored securely and transmitted over encrypted connections.

Yes. SignDeck securely embeds signer identity, email, timestamp, IP address, and a unique traceable token into every signed file. This creates a verifiable audit trail, making it suitable for most personal, business, and approval documents.

SignDeck meets core requirements for digital signatures such as signer identity, intent, integrity, and time tracking — making it suitable for most general agreements. Advanced compliance (like qualified signatures or ID verification) is not yet supported.

No. For privacy and security, when a document or request is deleted, all its files and metadata are permanently removed from storage and cannot be restored.

Once the signing is complete, all field values (including signatures) are flattened into the final PDF, making them non-editable by Contacts.

Yes. The signature is stored securely during the signing session and is only accessible to complete the signing process. It is not shared or exposed outside of the signing flow.

Structured fields help ensure your Contact completes all required information, reducing errors and preventing incomplete signatures.

Yes. Signatures are securely stored and only attached to the final signed PDF - they aren't publicly accessible or exposed.

No. Your documents are private and never manually viewed. They are securely stored, encrypted, and only processed automatically to generate previews, display on screen, and burn signatures onto the final PDF. We do not read or review their content.

Documents are securely stored in Amazon S3 (US East), encrypted in storage and only accessible through secure signed URLs. They are never publicly exposed or indexed.

Documents and final signed PDFs are stored for as long as your account is active, unless you manually delete them. If you delete a request or close your account, your files and related data are permanently removed from both storage and backup.

Yes. You can download the final signed document anytime from your dashboard. Files remain securely stored and accessible unless deleted manually or your account is closed.

Yes, only as part of generating the final signed PDF and audit data. SignDeck does not use field values for any other purpose.

SignDeck uses your organization name to automatically create a private workspace for you. This allows you to manage your own contacts, documents, and requests—fully separated from other users. It also prepares your account for future features like team members, role-based access, shared templates, and collaboration within your organization.

Yes, through your profile settings page.

You can request full account deletion anytime via support. All your data, documents, and backups will be permanently removed.

You can contact our support team through the contact form below, or email us directly at [email protected]. We typically respond within 24 hours.

Yes.

When creating a document request, you can allow Contacts to:

• upload files as part of the signing process
• submit required or supporting documents alongside signatures

This is useful for workflows like:

• client onboarding
• compliance checks
• collecting IDs or supporting attachments

All uploaded files follow your plan’s file size and upload limits.

If you’re designing clearer requests for Contacts, this checklist on what to include in a client document request may help.

Your Contact will enter a “free signing” mode where they can place their signature anywhere on the PDF.

Single-signer flows are supported today. Multi-signer templates will be introduced in a future update.

No. SignDeck preserves the original PDF quality and stamps field values cleanly onto the final document.

Yes. Required and Optional items are available on all plans, including the free plan.

Plan limits apply to file uploads and request usage, but core workflow features are accessible to everyone.