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Access Practice SE - Document Signing frequently asked questions

Answers to common questions regarding document signing.


How many auto-reminders can I send?

You can create up to four auto-reminders when setting up the signature request (any more than this, and the emails may end up in the client's spam folder). You can also send manual reminders through the signature request task.


Can I set up auto-reminders after creating the document request?

You're not able to set up auto-reminders after sending the e-signature request to a client, but you can send manual reminders through the task the request is attached to.


When do auto-reminders stop?

Access Practice SE will automatically stop sending auto-reminders once the client has signed the document or if the maximum total reminders have been sent.


What type of documents can I send?

Documents must be in PDF format.


How many signature requests do I have?

The number of signature requests available in your workspace is limited to 100 per user per month (1,200 annually). Note that this is counted per request, not individual signature or document. So you could have multiple signees and documents in one request and this will only count as one.


How will I know when my client has signed the document?

You'll receive an email that says 'your document signing request has been completed', with a link to the relevant task. It will also show as a completed task in your work tab.


How do I access signed document/s?

You can access the document via the relevant task or through files on the client record. From there, you can view or download the signed documents.


Is Document Signing included in my plan?

Access Practice SE Document Signing is included in all subscriptions.


If I haven't used all of my signatures this month, will they roll over to next month?

Subscriptions are annual which means if you don’t use your all your signature requests within the month, unused signature requests will roll over until the end of the annual subscription.


Can my client sign the document in a specific place on the page?

It's currently not possible to sign a document in a specific place with Access Practice SE’s Document Signing.

The most important part of the signature request is the certificate of completion, which shows that the signature is valid and legally binding; this is included in Access Practice SE's document signing.

Australia has legally recognized eSignature since 1999 with the Electronic Transactions Act (ETA). The act recognizes electronic signing as an important way to promote business and the economy in Australia. There are some exceptions to the ETA, users are advised to confirm their usage of eSignatures and the specific purpose.


Is there a maximum file size I can send?

In a single signature request, you can send any pdf file/s as long as the total file/s have less than 200 pages, and are smaller than 25MB in size. If either of these criteria are met or exceeded, the signature request will not send and/or you will receive an error message.

Under 200 Pages

200 pages and over

Under 25MB

Yes

No

25MB and over

No

No


Is there a maximum number of signatories I can choose?

A single signature request can be sent to up to 50 signatories at once.

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