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Beside each recipient, choose Must sign, Optional signature or Any one of this group.

For example, require Alice plus one of Bob or Carol. Alice and either counterparty complete the document; an optional signature cannot replace Alice. Review the rule before sending, separately from signing order.

The completed copy records who actually signed. Optional signers and unused group members keep their existing access to that copy, but cannot add a signature to the sealed version. A later signature requires a new revision.

Available on Free, Pro and Business. Existing documents keep their current required signatures.

Connect ShareSign to ChatGPT or Claude on Free, with no trial expiry. Your existing document, room and storage limits still apply.

Choose a business and approve only the permissions you need. Templates, live API automation and Business workflows keep their plan requirements. Review and send agreements in ShareSign; each person controls their own signature.

Use the connection guide to choose a first task.

Choose a starting outline or write your own folders and checklist. Save the plan, review it, then confirm one private room. Return to your saved plan if you leave the page. Available with your current room access, including Free.

Read the preparation guide.

From Documents, open Attention to review agreements, check saved preparation and organise completed copies. Signatures waiting on others appear separately. Each item explains its current state and opens the relevant record. Refresh to check changes.

Filing remains optional, and publishing a room copy is a separate choice.

On a completed agreement, choose Add to a data room, then select the room and folder. The signed PDF and its completion certificate stay together, with the original fingerprint and a link back to the agreement.

The copy starts as a private draft. Guests can see it only after you publish it from the room. If the response is interrupted, use Check filing status before trying again.

Available on Free, Pro and Business within your existing room storage allowance.

On every plan, signers can see how many required fields remain and reach the next answer with a keyboard or on a phone. Saved answers return on the same valid signing link. If two windows change an answer, the signer chooses which to keep. If the final signing response is interrupted, Check signing status shows whether the signature was received.

On every plan, start with an agreement, a private data room or your company settings, or simply explore. Setup is optional, and you can return to an unfinished draft later.

Before an assistant can access ShareSign, choose one company and approve what it may read or prepare. Draft preparation, room text search and guest activity need separate approval. Changing company elsewhere does not redirect the connection.

Settings, Assistants shows your connections and lets you disconnect. ShareSign blocks further requests from a disconnected client, including older authorisations. Reconnecting currently needs a new client registration and fresh review. For these connections, sending agreements and sharing rooms still require your action in ShareSign.

Room owners and editors can now suggest an improvement directly from the file index. It is optional: you can continue adding supported files without filling in a form.

New room files can be up to 50 MB each. Video uploads and guest video access are paused while we focus on document workflows. Existing originals, versions and watch history remain stored. Authorised workspace members can still retrieve their originals. Your total room storage allowance and signing limits are unchanged.

Explore Cohorts, Cap table, Funds, Deals, Closings and Clients through fictional, read-only examples. Switch stages, share a link to the selected view and download its tables. Open the examples without an account. Available to everyone.

If a room upload loses its connection, choose Resume upload to carry on. After reopening the room, choose Resume upload from the file's Actions menu and select the original file. Completed sections stay in place for six hours from the start, and a replacement leaves the current version available until it is ready.

Waiting uploads now wait for your action rather than repeatedly refreshing the page. If voiding a document fails, your reason stays in the dialog so you can retry without retyping it.

Rooms and Billing now show your storage, open rooms and sending seats together. Unfinished uploads count towards storage, and temporary capacity shows its end date.

Need more room for files? Owners can add 25 GB for 90 days from either page. This is a one-off purchase: it does not renew and does not add an open room.

Plan comparisons show the full yearly bill and the price for all selected Pro senders. Business is one workspace price with unlimited sending seats. A remaining partner gift stays in place when a paid upgrade ends, and refunds refresh the access you retain.

Cap table keeps your company's shares by class, the option pool and every grant, and every SAFE and note, with the fully diluted table and each holder's share. Every change is recorded with who made it and when.

A SAFE made from Y Combinator's form goes onto the table by itself once both sides have signed. A priced round is previewed as you type it: the price per share, how each SAFE converts, and who owns what after. The table files into a data room as its spreadsheet, or downloads as a CSV.

Owners and admins keep it, on every plan, Free included. If Cap table is not in your navigation, an owner or an admin can switch it on in Settings, Features.

New document, From template, then SAFE, from Y Combinator. Pick the post-money SAFE with a valuation cap, a discount, or most favored nation, and add the pro rata side letter if the investor has one. Type the amount, the cap or discount, the date, the company and the investor, and the form's own opening lines fill in beside you as you type.

The document is Y Combinator's form word for word, with your terms in its blanks and a field on every signature line. You sign for the company first, and the investor is emailed the moment you finish. On every plan. You can always upload your own SAFE instead.

Every plan now includes a data room. Free has one open room with guests, in 250 MB, with ShareSign's name on it; Pro has one in 15 GB, with an NDA at the door and your own name on the room; Business has three in 50 GB.

Guests need no account: each opens their own link and enters a code. Access per folder, who read what, questions and answers, and a sealed closing record come with the room on every plan. When a deal needs more, add a room for 30 days, or 25 GB more storage for 90 days, paid once.

Set up payments in Settings, Payments: a Stripe account of your own, made on Stripe's own pages, with the page saying whether it can take payments and what Stripe still needs. A document that asks for money now shows what was asked for and what became of it.

An owner or admin gives card money back from the document itself, in whole or in part, and a signer's signature is accepted only once Stripe says their card is held.

Signers who sign at the same step, and fields placed on the same page, now keep the order you entered them in: on the document, in a closing, and in the order Next field takes a signer through them. Before, two added in one go could come back the other way round.

A sale's page now lists the firms from your other sales that are not in it yet, under From your other sales. Firms that looked at a business close to this one come first, each with the sale it was in and what it did there; firms from sales nothing like this one are left out.

Tick the ones to approach and add them in one move, with the people they had last time, or add and invite them, which sends each the teaser and NDA. A buyer's page in a new sale also lists the questions its firm asked before, so you can answer them before they are asked again.

Every firm that has been a buyer in your sales is listed once, under Deals, Buyers across your sales: its NDAs, what it read and asked, its offers once their round was opened, how its price moved between rounds, and how each sale ended.

Add a buyer that might be a firm you know, and the form asks first, with why and what the firm did last time. Nothing is linked until you say so, and "not this one" is remembered. Filter the list by kind, outcome, offers and recent NDAs, download it as a spreadsheet, merge two entries for one firm, or forget a person who asks.

Each line of a room's request list now shows its answer, who owes it, when it is due and where it stands, as words. To change any of them, choose Change at the end of the line: its controls open beneath it, and Done puts them away. A list of sixty lines reads as sixty lines, on a desk and on a phone.

A contract signed on paper or with another service can be kept here too. On Contract dates, choose Keep a contract signed elsewhere and give it the signed PDF: it is read for its renewal, notice and price review dates like a contract signed through ShareSign, for you to confirm, and reminded before notice is due.

It is listed with your documents as Kept. It was never sent through ShareSign, so it carries no certificate or seal, and it does not count towards the documents your plan sends. A scan is read with text recognition first, which can take a minute or two.

Contract dates, under Documents, lists every confirmed date still to come across your contracts, soonest first: the last days to give notice, renewals, ends and price reviews, with how far off each is and when you will next be reminded. Contracts with dates still to confirm are listed below them.

Add to my calendar gives you a private address for Google Calendar, Outlook or Apple Calendar, which keep every date current as an all-day event with the contract's sentence and a link back.

Documents signed before contract dates existed are read from the same page, 200 at a time.

When a contract is signed, ShareSign reads it for when it starts, how long it runs or the day it ends, whether it renews by itself, how much notice stops it, and when its price is reviewed. Each date sits on the document's page beside the contract's own sentence, for you to confirm, change or remove.

From what you confirm, ShareSign works out the last day to give notice, such as "Give notice by 1 December 2027 to stop it renewing after 29 February 2028", and emails you and anyone you add 30 and 7 days before. A contract that renews keeps being reminded, term after term.

For a contract signed before today, open it and choose Read the contract for its dates.

The editor suggests each place to sign or date on a line such as "Signature ____ Date ____" where that place is, instead of both at the start of the line.

Menus that showed a code now show a name: the role a public link's visitor signs as, a bulk send's columns, a teammate's role, and a field's default value. A signer's card gives its full width to the name and email, and a sent document lists its copies in the same columns as its signers.

The Sending, Templates, and Data Rooms guides now show each step with pictures.

After a deal closes, send a company's update to the backers of every deal it is in. It is filed in each deal's room, under Fund documents, and each person is emailed once, however many of those deals they are in.

Drop every backer's K-1s or certificates at once. Each file goes to its deal by the names in it, you choose where a name does not say, and one press delivers each into its investor's own folder, every deal together. On the Business plan.

Before a deal closes, ask its backers what they would put in. On a syndicate's page, open a deal's Actions and press Ask for indications, with the amount you are raising, a minimum and the last day. Each backer answers from a link of their own, with the amount and whether as themselves or through their LLC or trust, and can change it until the day ends. What they give is an indication, not a commitment.

The total runs against the allocation as they answer. When more is asked for than there is, each allocation is cut back in proportion to what was asked, in whole dollars, and nobody goes below the minimum; set anyone's figure by hand and the rest are worked out again. Send the allocations and each backer is told theirs, and one press on their link puts them in the deal's register at that amount. On the Business plan.

For a lead who raises each deal on its own from the same backers. On Funds, make a syndicate and read in your backers from your platform's export, or add them one at a time. A backer is one person at one address, with the entities they invest through.

Each deal in the syndicate is a fund of its own, with its own room. Put a backer into a deal from their row, as themselves or through their LLC or trust, with the amount, and their address signs for it. The syndicate's page shows each backer against each deal: who is in which, for how much, and in total. On the Business plan.

Send a new version of a document while it is out for signature. Every signature on it is withdrawn, the signers are asked again in order with your note, and the trail names both files. On every plan.

In a closing, on Business: a party who signs on paper prints their signature pages as one packet, each place marked, and the scan you take in stands for their signature and goes after the document at release. A draft can also be split into counterparts, one copy for each signer, kept together on the checklist and in the binder.

Four things for data rooms.

• Files by email. Each room has its own address, on its Requests tab. Attachments from your colleagues go into the index as drafts; from the room's guests, into Sent in. Mail from anybody else is turned away without a word, and each sender gets a receipt.
• Zips unpacked. Drop in the zip a seller's lawyer sent and it goes into the room as the folders it holds, each file read like any other. Up to 500 MB and 5,000 files a zip.
• The room handed to the buyer. At completion, on the Closing record tab, name the buyer's address. They take a copy into their own workspace: the same numbers, every file with its SHA-256, and a closing record made at that moment. Your room stays as it was.
• Every room from any room. A guest in several of your rooms sees the others at the foot of each, each by its own link.

Three things for documents out for signature, and for the people signing them.

• Correct a signer before they sign. From Actions on their row, change their name, their address, or both. A new address gets a new link and the old one stops. The certificate lists each correction, who made it, and when.
• Sign for a company and personally, on one link. A signature or initials field can say in what capacity it is given, such as for Ambler Millwork, Inc. or personally. The signer sees it where they sign, and the certificate lists both.
• Several documents at once. Tick documents on the list to send reminders, download them in one zip, or void them with one reason, up to 50 at a time. Each button says how many it applies to.

A signature is also never held up by a save still on its way, so pressing Agree and sign is answered at once.

Two new fields to place on a document, and a signing page that keeps what a signer has filled in.

• Number: an amount, such as 12,500 or 0.25. A signer cannot finish with anything else in it, and is told why.
• Dropdown: one of up to 50 choices you write, one a line. The signer picks one and cannot type their own.
• Nothing lost on closing the page: what a signer fills in is saved as they go. They come back on the same link, on any device, and find it as they left it. Nobody else sees it, not you and not the other signers, until they sign.

Both fields work in templates, bulk send, and the API. In a template, a number or a dropdown can carry a default; a bulk send shows a wrong number or choice against its row before anything goes out.

A room now opens on its index, with six tabs under its name: Files, People, Requests, Questions, Activity, and Closing record. Each part is one press away, and a page holds one thing.

• Files: the numbered index, and a search across the words inside every file.
• People: the groups, who is in each, what each may see and from which stage, and the domains the room takes or refuses.
• Requests: request lists, and the files guests send, waiting to be taken in.
• Questions: what guests ask, your answers, and the day asking stops.
• Activity: who read what, page by page, and the room's record.
• Closing record: the room sealed into one archive that anyone can check.

A link in an email sent before today still opens the part of the room it named.

A closing, a cohort, a fund and a deal now open the way your documents do: the numbers you look for first, each on its own line with a bar where it is part of a whole, then the table. What a closing still waits on is a list, one line each, and Release appears once it can be pressed.

Each row has one Actions menu instead of a row of buttons, and forms for adding things stay behind a button until you need them. Facts about each one, such as its date, its room and its currency, sit under its name. On the Business plan.

Signed in, Guides now sits at the foot of your sections, beside What's New and Settings, and in Menu on a phone. It opens the guide about the page you are on: the Cohorts guide from a cohort, the Sending guide from your documents, the Billing guide from billing. Anywhere else it opens the list of every guide.

The account menu now has sharesign.co, for the public site and its pricing. From either, Documents at the top right brings you back. On every plan.

On a cohort's Updates page, tick the figures you want to share and add a note to your investors. The report on the period goes into your fund's Fund documents as a draft, and no investor sees it until you read it and publish it from the fund's room. It holds only figures you confirmed, each company's stage, and the rounds you took up, listed as the fund's follow-on investments. What a company wrote, and a round it is still raising, stay out.

Confirming an update's figures now also files the update in the company's own folder, under Updates and the period: the founder's words and the file they attached. Only that company's founders see it there. On the Business plan.

Ask every company in a cohort for its update for a period, by a day. Each founder is emailed their own link, and writes the update in the room or attaches the one they already send. Revenue, burn, runway, headcount and cash are read from each, beside the sentence they came from, for you to confirm; only confirmed figures count. The late are reminded in one press, and a company that misses two periods in a row is marked.

When a company raises, its founders tell the programme from the room, with the day they need an answer, and you take up your pro rata or pass; they are told either way. Graduated companies keep reporting, and acquired and closed ones are not asked. Each period downloads as a spreadsheet and as a one-page summary. On the Business plan.

What you use now sits in a list down the left of every page: Documents and Templates, then the areas your workspace has switched on, with the page you are on marked in black. Your workspace is at the top, and What's New, Settings and your account are at the foot.

On a narrower screen, and on a phone, one slim bar carries your workspace and a Menu that opens the same list. On every plan.

Paste your Demo Day investors in, one a line, and each is let in with a code to their address: no password and no NDA. Every company has a Demo Day folder that its founders keep and investors read.

You see how each firm engaged, and each founder sees in words who read their deck, how often and when. An investor asks for an introduction with a note, and the notes that say why come first; only a founder's yes gives each side the other's address. A founder can hide their company from any firm. On the Business plan.

Send every company in a cohort its investment documents from your own templates, a SAFE, a subscription agreement or a side letter, each company a closing of its own. The company's legal name, amount and terms are filled from the register, and each company's documents are checked for its name and amount before anything goes.

Each investment is held until its conditions are met. Incorporated, identity documents and bank details are met by themselves when the matching onboarding file is taken in, and a figure changed on the register after sending is said on the page, with one press to send it again. On the Business plan.

Run a programme from the register of the companies you accepted, read in from the spreadsheet you already keep. Each company has a folder in the cohort's room that only its own founders see, and every founder is sent the programme's agreement in one press, with their company and name filled in.

Onboarding is one grid: every company and its founders down the side, what you ask for across the top, and in each cell where that one thing is. Take a founder's file in or send it back from its cell, and remind whoever still has something to send; each founder is told only what is theirs. Founders choose several documents at once, and each is matched to its line before they send it. On the Business plan.

A closing's documents are now its checklist: numbered straight through under headings you give them, such as Principal documents and Ancillary documents, each with whose job it is, who signs it, where it stands, and a note. The conditions are numbered on after them.

Download the checklist as a Word document in the layout completion checklists are passed between firms in: landscape, one table, and its heading row on every page. Somebody you let see the whole closing sees the same numbered checklist, live, on their own page, and can download the same Word document.

At release, the binder opens with the checklist as signed off, and its bookmarks open at every heading, every document under it, and each piece of evidence.

Make a deal for the business you are selling, and it comes with its own room. Each buyer you add is a firm with its people and a folder of its own, and until it signs its NDA it sees only the teaser, under your code name. A buyer that sends back its own marked-up NDA can be let in on that, with the signed copy filed in its folder.

The register is one line per buyer: its stage, its NDA, what its people read in the room, in words, and its offer. Send the teaser and NDA, move buyers through the stages, or take several out at once with a letter each person receives by name. A buyer seen in an earlier deal is recognised, with what it did last time.

Ask for offers by a deadline in the deal's time zone. Nobody opens an offer before the deadline, you included; at the deadline every offer opens at once, side by side. An offer that came by email is recorded with the rest, and a late one waits for you to admit or refuse it, with the reason on the record.

Give one buyer exclusivity and the others are paused until it ends, with a reminder two days before it lapses. Ask a buyer that leaves for a certificate of destruction, start the closing from the winning buyer's page, and give your client a page of their own that follows the sale. A copy of a file found outside the room is traced to the person who downloaded it. The guide is at sharesign.co/docs/deals.

Owners and admins now choose which areas appear in the workspace's navigation: Data Rooms, Closings, and Funds. A new workspace is asked once, when it is made, and any of them can be changed later in Settings, Features.

Switching an area off hides it for everybody in the workspace and deletes nothing. An area with something running in it, such as an open room, an unreleased closing, or a fund whose room is open, stays on until that is finished, and the page says what is running. Workspaces made before today keep what they see.

The guides are grouped the same way, so each area's guide is under its own name.

Add your mentors to a cohort and match each one to the companies they help. A mentor reads the programme's shared folder and the folders of the companies they are matched to, and nothing of any other company.

Each mentor gives a declaration of interests in their own words. Any company it may concern is hidden from them at once and listed for you to decide: a conflict, kept with its reason, or not. Send every mentor an agreement or NDA from a template, and remove a mentor to shut them out. On the Business plan.

Make a fund and read its investors in from a spreadsheet. Each gets a folder of its own in the fund's room: its people see Fund documents and that folder, and nothing of anybody else's. An adviser to several investors has one link to all of theirs.

Each quarter, drop in every investor's statements at once. Each file is matched by the investor's reference or name, in the file name or on its first pages, with the reason shown; a file that could be two investors' waits for you to choose. When you deliver, each goes into its investor's folder under the quarter, each person is emailed once, and you can see who has opened theirs.

Record what each side letter grants, and send each investor with an MFN right a form of the provisions it may elect: what it ticks is written into the register the moment it signs. Send subscription documents or a capital call from one template with each investor's amount, a total shared pro rata to the cent, and each signed copy files itself in the investor's folder.

Portfolio companies can be asked for their quarterly reports in the same room, where no investor sees them. The guide is at sharesign.co/docs/funds.

Make a closing for a deal, add the documents everyone signs for it, and list the conditions that have to be met besides signatures, with the proof for each. When everyone has signed a document in the closing, it is held: nothing is dated, completed or sent, and the signer is told so.

The moment every document is signed and every condition met or waived, you are emailed that it is ready. Release it now, or set a time in the closing's own time zone, and every document is completed at the same second, each certificate saying it was held for the closing and who released it. A date field can be left for the closing, and is filled with the day of the release.

Until the release, a signer can withdraw a held signature, and you are told who, on which document, and why. Each person has one page for the closing with everything of theirs on it, and gets one email at the release. You can let somebody, such as the other side's lawyer, see the whole closing.

At the release a binder is built: one PDF with an index, the conditions and the proof attached to each, and every signed document with its certificate, sealed so that anyone holding it can check it at sharesign.co/verify. A closing linked to a data room seals the room's closing record at the same moment, and the binder names it. Calling a closing off voids every document still out and tells everybody once.

Whoever holds a PDF signed through ShareSign can drop it on sharesign.co/verify and see whether a single byte has changed since it was sealed. The file stays on their device; only its fingerprint is compared. A PDF somebody has since commented on is found by the signed part inside it, and a printed copy is looked up by the code under the QR code on its certificate. A data room's closing record checks the same way, file by file.

The page shows what the certificate already says: the title, who signed and when, and never an address. A file we did not seal is answered with "We have no record of this file". If the document is later deleted, the proof of when it was sealed stays.

Each night, the day's seals are timestamped by DigiCert and Sectigo, so the proof of when a document existed holds without ShareSign. Your document's page counts how often it has been checked. To check many at once, POST /v1/verify takes up to 100 fingerprints with any API key.

The roadmap now shows what is shipped, what is being built, what is next, and what we have turned down and why. From your ShareSign account you can say whether you want each thing under Next and what you would use it for, and the order moves with what customers tell us. We read every comment and answer under the name ShareSign.

When the person signing is in the room with you, there is no email to wait for. Hand them your device, which is locked to your account until you unlock it, or show a code that opens the document on their phone and no other. An email address is optional; without one they download their copy on the spot. The certificate says it was signed in person, and on whose device.

Paste in the request list you were sent and it keeps its own numbering: answer a line with a file from the index, set a date and an owner, and the other side watches it fill in. They can answer a line with a file of their own, which waits outside the room until you take it in. Every file sent in is scanned, and read for macros and code that runs on opening, before anybody in your workspace can open it.

Folders can open to each group at a stage you set, now or at a time you choose, and its guests are told what opened. Say which domains may get into a room, or which may never; it is checked every time somebody opens it. Every question and answer downloads as one Excel file, a sheet per group, and guests can download their own.

Start a room from numbered folders for a Sale of a Business, Raising Investment, a Property Sale or Lease, Raising a Fund, or a Board Pack. Guests see your workspace name, logo and colour on the room and its emails.

A document can wait for a colleague before it goes out. In Settings, Sending, choose whether that applies to the people who cannot approve, or to everybody. Whoever prepared it adds a note; owners and admins are emailed and see it in their queue under Documents, and either approve and send it at once or send it back with a reason. A spreadsheet of documents sent from a template is approved once, as a whole. Every step is in the document's trail.

A deposit or a fee can be part of what somebody signs. The amount is shown before they read a word, the card is held when they sign, and it is taken only when everybody has signed, into your own Stripe account. If you would rather collect it yourself, write the amount and how to pay into the document instead, with no Stripe at all. A payment can be refunded in whole or in part from the document it was taken on, with the fee Stripe keeps named before you press it.

Pro includes one open data room and Business three, at the price you already pay. Rooms you are still building and rooms you have closed are unlimited.

Drop a folder of files in and it arrives numbered, under an index whose numbers never change. Each group you invite sees the folders you give them, to view or to download, and never another group's. A group can be asked to sign an NDA made from one of your own templates before the first page, with a certificate. Guests need no account: they open their own link and enter a six-digit code sent to their address, once on each device, so a forwarded link opens nothing.

View shows a PDF, Word file or photo as pages and a spreadsheet as its values, each page marked with the reader's address and the time; the file itself never reaches them. You see each person's files, pages and downloads, and how far into each file they got, with an email when someone first comes in and one a day saying who read what. Guests can ask questions about the room or one file until a date you set, and an answer reaches their group, or every group without saying who asked.

When the deal is done, close the room and keep the record: one archive with every file, its SHA-256, the whole record of the room, and a certificate stating the seal, which anyone can check without us.

When a deal needs more than your plan includes, an extra room is $29 for 30 days and carries the same discount your plan has reached. On any plan, including free, a deal pass opens one room with guests for 90 days for $99. Both are paid once, not a subscription, and subscribing while a deal pass is running turns the days you have not used into credit on your account.

Cancelling is one screen in Settings, Billing, and it shows what you would give up before anything ends: the month you are in, your discount against the list price, and the date to come back by and carry on where you were.

Until the period you paid for ends, Resume puts it back: the same price and the same months. The workspace owners get the same in an email.

On a document that is out for signature, the reminders now show under the deadline, with the date of the next one and Change beside them: every 2 or 3 days, weekly, after 3 and 7 days, or none.

The new days count from when each signer's turn began, and days already past are skipped. Moving the deadline carries the reminders to the new date. Through the API, POST /v1/documents/{id}/reminders does the same.

Anyone can now sign a one-page sample at sharesign.co/try, with no account and no email address: type a name, sign on the real signing page, and download the PDF with its certificate. It takes about a minute, and Try it is now at the top of every page.

The sample has no legal effect, emails nobody, and is removed 24 hours after it is made.

Send the link to anyone who asks what signing with you looks like.

The audit trail now downloads as a CSV file that opens in Excel, Numbers or Google Sheets, on every plan. For one document, use Download as CSV beside its activity. For every document between two days, up to a year at a time, an owner or admin uses Settings, Data.

Each row says when it happened in UTC, which document, who did what in the same words as the document's page, the recipient's name and email, and the network address and device. Each row also carries its own hash and the hash of the row before it, so the chain can be checked against the certificate without asking us. Names in any script arrive as they were typed, and a name that begins with = cannot run as a formula.

Separately, every page is quicker: making a document now takes under two seconds. ShareSign now runs in Frankfurt, in the same place as its database.

On Pro and Business, connect your Dropbox once and every signed PDF is filed there when the last person signs, with its certificate, named after the document and the day it was signed.

Connect it from Settings, Filing. Files go to Apps, ShareSign in your Dropbox. That one folder is all ShareSign can see: it cannot read, list or change anything else, and Dropbox says so on the screen where you allow it. A second document with the same name is numbered, so nothing is ever overwritten. A document that completed before you connected can be filed from its own page.

If your workspace keeps its documents in the EU, you are told before connecting that filing copies each signed PDF out to your Dropbox; the copy in ShareSign stays where it is. If Dropbox stops accepting files, the owners are emailed once and the document's page offers File again. Disconnecting removes our access at both ends and leaves your files where they are.

A template can now carry its own schedule: how long its documents stay open, and when signers are reminded, including never. Set it once in the template editor and every document made from that template starts that way, from the app, a public link, a bulk send, the API or an agent.

Whoever sends a document can still change its schedule before sending, and that never alters the template. Templates you already have are unchanged: 30 days, with reminders on day 3 and day 7.

For developers: one API call now moves a document's deadline or reopens one that expired, under the same rules as the document page. It takes a time with its zone and a key that is allowed to send. Webhooks hear document.deadline_changed and document.reopened, and agents get the same tool once you grant them the right to send.

In the last step before sending you now choose how long a document stays open, from 7 to 90 days, and when signers are reminded: after 3 and 7 days, every 2 or 3 days, every week, or never. Each signer's reminders count from when their turn starts, and nobody is reminded twice in a day.

Signers see the date to sign by in their email and on the signing page. The day before a document closes, whoever is still waiting gets a last call and you are told who has and has not signed. If they need longer, move the deadline from the document page. If it has already expired, reopen it: the same links work, and anyone who had signed does not sign again.

ShareSign now connects to AI assistants. Add it as a connector in claude.ai, Claude Desktop or ChatGPT, sign in, and the assistant can find your templates, draft a document from one or from its own PDF, place the fields where the document asks for them, and tell you what is waiting for a signature.

An agent prepares and a person presses Send: your documents list and the document itself say it is ready to send and who prepared it. Sending, reminding, voiding and deleting stay with you unless you make a key with that one permission ticked, on purpose. An agent never receives a signing link or the text of your documents. It comes with Pro and Business.

ShareSign now works with Zapier, so it can work with the other apps you use without any code. When a document completes, a Zap receives the signed PDF and its details: file it, update your CRM, tell your team. Any app that can start a Zap can send a document from one of your templates, or create a draft from a PDF for a person to finish and send.

The app is shared by invitation until Zapier lists it in its directory; the guide has the link, and Settings, Developers makes a key with exactly the permissions Zapier needs. Zapier needs a live key, which comes with Pro and Business.

Everything the dashboard does, your own code can now do: create documents from a PDF or a template, send them, remind, read status, and fetch the signed PDF and its audit trail. There are official clients for TypeScript and Python, signed webhooks that retry and tell you if they are paused, and idempotency keys so a call repeated after a timeout is never done twice.

A test key is free on every plan: it signs for real, emails nobody and counts for nothing. Live keys come with Pro, which includes 50 documents a month sent through the API, and with Business, which has no monthly limit. Keys are made in Settings, Developers.

A document no longer has to start as a PDF. Upload a Word or OpenDocument file, a photo from your phone, or a scan, and it becomes a PDF before you place a field, so you approve exactly what your signer will see. Rotated and cropped pages are drawn and stamped the way they are displayed.

A document can also be made of up to ten files: a contract and its schedules go out together, are signed as one continuous document, and the certificate names every original. And the editor now reads the document and offers a field wherever it asks for a signature, a date or a name; one click accepts them.

A workspace with no documents yet offers a sample: one page addressed to you, with its fields already placed. Press Try it with a sample, sign it on your own signing page, and you are holding a completed PDF with its certificate: the whole product, start to finish, in under a minute.

The sample emails nobody and does not count against your plan.

ShareSign now has documentation in plain words: how sending and signing order work, how a signature holds up, templates, copies and hand-offs, languages, connecting your tools, and where your data lives. Every claim on the site links to the page that backs it.

If something is wrong, write to us from the Support page, with screenshots, without leaving the app; signers can report a document from their signing page. Whether ShareSign itself is up is at status.sharesign.co, where you can subscribe to incidents.

Signed PDFs now carry names in 24 scripts, adding Sinhala, Georgian, Armenian, Amharic, Khmer, Lao, Burmese and Tibetan. Whatever script a signer types in is drawn as real text in a font made for it, and reads back exactly as typed.

Replies from signers who use tagged addresses, such as name+lease@example.com, now reach you: their mail provider answers from the plain address, and the private reply relay knows the two are one mailbox. The new guides on languages and scripts, and on replies and keeping your address private, cover both.

When a signer presses Reply, you choose what happens, in your profile. Show your address and their reply comes straight to you. Keep it private and it goes through a relay made for that one signer on that one document: ShareSign passes it on to you, your answer goes back the same way, and neither of you sees the other's address. Attachments up to 25 MB are passed on, and a message itself is never stored.

You can now delete a document, not only void it. Deleted documents sit in Recently deleted for 30 days, where one click brings them back; after that the files and audit trail are removed for good. Deleting a document that is out for signature withdraws it first, so signing links stop working and nobody gets an email. If it was already completed, everyone who signed keeps the PDF they were sent, and we offer you a download before you confirm.

Sending from a phone works properly: the menu never runs off the edge, dialogs slide up from the bottom, and the editor walks you through people, fields, and review one step at a time. Your account button shows your initials in the same ink as everything else.

Yearly billing is now the headline price, and month to month costs a little more. If you pay for a year and change your mind, you can refund it in full from billing settings for 14 days, no questions asked.

Thirty days before a yearly plan renews, the workspace owner gets an email with the amount and the date. The first 500 workspaces to choose yearly Pro keep that price for as long as they stay subscribed.

The first 500 workspaces on yearly Pro keep their per-person price for as long as they stay. That promise is now enforced wherever a price is calculated: adding a seat, switching to Business and back, or renewing all use the locked amount.

Founding members get everything added to Pro in future at that price, and see new Pro features first. A failed card or a month away does not cost the place; it is held for 30 days after a cancellation. Each place has a number, and the promise arrives by email the day it is taken.

The free plan now has a door where the wall used to be. When the month's free sends are used, you can buy a document credit and send the one in front of you. A credit is $3, never expires, and is shared by everyone in the workspace.

If you buy credits and switch to Pro in the same month, what you spent comes off your first Pro invoice. Nobody is punished for trying the cheap route first. Every credit shows in billing with the document it sent.

Side-by-side pages against DocuSign, Dropbox Sign, and PandaDoc, with a calculator that finds the cheapest plan on each side for your volume and team size.

Every figure carries its source and the date we checked it. Where a competitor is ahead, the page says so. A test in our own suite fails if we ever stop being the better deal where we claim to be.

Business workspaces can add a logo, an accent colour, a sender name, and a reply-to address. Signers see your brand, not ours, and the "powered by" line can be switched off.

Upload a logo and we pick out its colours for you. If an accent would be hard to read, we say so before you save it. A test email shows exactly what recipients will get.

Each workspace has a data region. Visitors from the EU, EEA, UK, and Switzerland get the EU region by default, and every file for that workspace stays there.

The region can be changed until the workspace holds documents, then it locks. It applies on the free plan too.

Add people who should receive the signed document without signing it. They are told when it is sent, can follow progress, and get the completed PDF.

You can add copies before sending, after sending, or after completion. Copies are listed on the certificate. Other tools charge for this. We do not.

Typing a signature now offers eight handwriting typefaces with a live preview. Your choice is remembered for next time, and initials follow the same style.

Save a signature once in your profile and reuse it with one tap whenever you sign.

Save any document as a template with its fields and roles. Sending from a template takes three clicks: pick it, name the people, send.

Roles can be fixed to a person who is always the same, such as your own countersignature. Merge tags fill names and dates in for you.

An adversarial review of the whole product found and closed a set of issues before launch: double-submit and decline guards under row locks, token and status checks on every signer route, rate limiting on public endpoints, upload hardening, and stricter security headers.

The audit trail is append-only at the database level and hash-chained, so a tampered record fails verification. Every file's SHA-256 is stored and printed on the certificate.

Pro and Business plans are live with monthly and yearly billing through Stripe. Prices adjust to purchasing power outside the EU, so a team in India or Mexico pays less than one in the United States.

Plan changes apply in place with proration. Usage limits on the free plan reset monthly and are counted atomically, so a burst of sends cannot slip past them.

Export every document, certificate and audit trail in your workspace, as files you can read without us. No request, no waiting, and nothing held back.

On every plan.

Somebody who has signed with ShareSign before is offered their own signature the next time, rather than drawing it again. It is theirs, kept against their address, and it is never shown to anybody else.

Outside the European Union, plans are priced by local purchasing power and fixed in the local currency. The plan is identical; only the price changes.

The price you see on the pricing page is the price you pay.

Upload a list and send one document to everyone on it. Each person gets their own copy, their own link and their own certificate, and the table shows you who has signed and who has not.

With Business.

Put your workspace name, your logo and your colour on the emails and the signing pages your recipients see, so a document from you looks like it came from you.

With Business.

A workspace can have several people sending documents, each with their own signature and their own name on what they send. Owners and admins manage who is in the workspace; everything sent belongs to the workspace, not to the person who sent it.

Pro is priced per person; Business is one price for the team.

Share a set of files with people outside your workspace, under folders, with a record of who opened what. Guests read the pages in the room rather than being handed the file.

This is where rooms began. They have grown a great deal since.

Every view, field, signature and address is recorded as it happens, and each entry is chained to the one before it by SHA-256. A changed entry breaks the chain, which is the point.

The trail is on every plan, including free, and it is the same trail on all of them.

Recipients can sign in the order you set or all at once. Reminders go out on the third and seventh day and stop the moment that person signs, so nobody is chased for something they have already done.

A document expires after 30 days unless you change it.

A workspace can keep its documents in the European Union or in the United States. The choice is made when the workspace is created and every file, page image and backup stays in that region afterwards.

On every plan, including free.

Add someone as a copy and they receive the finished document without being asked to sign anything. Free on every plan, and they can be added before or after sending, even once it is complete.

Set up a document once, with its roles and its fields, and use it whenever you need it. Pin the people who are always the same, and fill in only the ones who change.

Templates come with Pro.

A completed document now carries a final page listing who signed, when, from which address, and the hash of the file they signed.

It is part of the PDF, so it travels with the document wherever it goes, and anyone can read it without an account.

Upload a PDF, place the fields where they belong, and send it. The person who signs needs no account and no password: they open their own link, sign, and it is done.

Every signature is timestamped and the finished file is hashed, so the copy you keep can be checked against the one they signed.