Skip to main content
Skip table of contents

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.

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)

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.