In Sign by CM.com, two core concepts shape how the platform works: documents and dossiers. Understanding the difference helps you set up signing workflows correctly and avoid unexpected costs.
Document
A document is an individual file that requires one or more signatures. Each successfully signed document is charged separately. Supported file types are:
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.PDF
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.DOC(X)
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.RTF
All documents are converted to PDF during processing. To preserve your layout exactly, upload files as PDF from the start. Converting Word or RTF files may cause minor formatting differences.
Dossier
A dossier is a container that groups one or more documents together with all the information needed to complete a signing process. Recipients see all documents in the dossier in a single unified overview.
A dossier can contain:
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Documents: one or more files to be signed, each handled independently.
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Attachments: supporting files (for example, terms and conditions) that recipients can view but do not need to sign. Attachments are not charged.
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Relevant information: recipient details, signing order, deadlines, and other settings needed to run the workflow.
Key terms
|
Term |
Definition |
|---|---|
|
Document |
The .PDF, .DOC(X), or .RTF file to be signed |
|
Field |
A placed element in a document, such as a signature, paragraph, or date field |
|
Recipient |
A person who needs to review, sign, or approve a document |
|
Status |
Indicates whether a document has been signed, is pending, or has been declined |
|
Audit report |
A log of all steps taken — who did what, when, and from where — making the signature legally binding |
|
Dossier owner |
The user in your organization who receives status updates about the dossier |
|
Attachment |
A file added to the dossier for reference only; not signed and not invoiced |