Working with others
What you have signed or delivered to others
Your own history when someone else is the one asking, not you.
Almost the entire help centre is written from the requester's side. But if you have an account and are also somebody's supplier, you are on the other side too: you sign contracts, deliver certificates, answer requests. All of that is your history as well.
Why having it together helps
What people look for here
| Situation | What is sought |
|---|---|
| A client disputes an old agreement | The exact document signed, with its date |
| Documentation has to be renewed with several clients | What was delivered to each and when |
| Someone asks whether something was sent | The receipt, rather than memory |
Important
What you signed is signed by you and cannot be modified afterwards, exactly like what others sign for you. It is the same property seen from the other side, and worth bearing in mind before signing: what you accept stays accepted.
Worth knowing
If you are both client and supplier to the same company, this shows half the relationship and your own cases show the other. They are two views of one deal.
Watch out
Having an account does not mean you need one to respond to somebody. Your own suppliers do not need one, and it is better not to ask them for one.
›Can I download what I signed?
Yes, with its evidence inside.
›Does my team see it?
Depending on the permissions you have set.
›Can a document I signed be verified?
Yes, on the public page, like anyone else's.
A real case
The situation
A company needs an agreement it signed with a client three years ago and no longer has the email.
What you do
- Looks it up in its own participation history
What you get
Retrieves it with its evidence without asking the client, who is precisely who they are arguing with.
The situation
A client asks for copies of everything signed over two years and it has to be hunted across four inboxes.
What you do
- Checks the history of what was signed and delivered to that client
- Checks which version of each document they received
- Delivers from the platform so there is a record
What you get
The handover is prepared in an afternoon and it is on record exactly what they received and when.
The situation
A different version from the one signed is handed over.
What you do
- Checks which version carried the signature
What you get
Both parties hold the same document.
The situation
The client says they never received something that was sent.
What you do
- Checks the send and delivery dates
What you get
The dispute closes on the record.
The situation
A search by file name returns nothing.
What you do
- Searches by content or by client
What you get
It is found without depending on what it was called.
The situation
Nobody knows what has been delivered to each client.
What you do
- Checks the history per client
What you get
The picture exists without reconstructing it.
The situation
A document is resent and the second delivery is not recorded.
What you do
- Records each send with its date
What you get
The history reflects every occasion.
The situation
The client asks for the copy years after the relationship ended.
What you do
- Retains the history per the retention policy
What you get
The request is met without depending on a lost folder.
This article answers
- where do i see what i have signed
- documents i delivered to other companies
- history of my signatures
- find a document i signed a while ago