Understanding dossiers and documents in Sign by CM.com

Within Sign by CM.com, it is crucial to understand the distinction between the terms dossier and document to effectively use the platform.

Document

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. Supported file types include:

• .PDF

• .DOC(X)

• .RTF

Please note that all documents are ultimately converted to PDF format. To ensure that the layout remains unchanged, it is recommended to upload your documents as PDFs from the start. This way, you avoid potential discrepancies that may occur during the conversion process, preserving the original formatting.

Dossier

A dossier is a collection that includes one or more documents along with other relevant information. Here's what makes up a dossier:

• 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.

• Attachments: A dossier can include one or more attachments, which serve to provide users with important information, such as terms and conditions. These attachments do not require signatures and therefore do not incur additional charges to the dossier.

• Relevant Information: A dossier includes all necessary information to facilitate a complete and efficient signing process.