PleaseSign is a secure electronic signature platform that lets you send, sign, and manage documents online. It’s used across industries like business, education, government, finance, healthcare, real estate, software, and more — helping organisations save time, cut paperwork, and keep agreements legally binding. – https://pleasesign.com.au
PleaseSign empowers you to sign documents electronically, offering a seamless and efficient experience. Here’s how it works:
By choosing PleaseSign for electronic document signing, you benefit from a secure, fast, and convenient solution that modernises your document workflows and eliminates the hassles of paper-based processes.
PleaseSign is trusted by businesses of all sizes, government departments, education providers, healthcare organisations, real estate agencies, finance and legal firms, and software companies. It’s used for contracts, HR forms, compliance documents, sales agreements, onboarding paperwork, and more.
PleaseSign is accepted globally and provides a legally binding e-signature solution for both individual and business contract requirements. Electronic (digital) signatures are recognised in the majority of countries worldwide as a secure and efficient way to move beyond paper-based document signing.
PleaseSign complies with key international and national electronic signature laws, including:
🇦🇺 Australia
PleaseSign complies with the Electronic Transactions Act 1999 (Cth) and the corresponding state and territory legislation:
New South Wales – Electronic Transactions Act 2000
Victoria – Electronic Transactions Act 2000
Queensland – Electronic Transactions Act 2001
Western Australia – Electronic Transactions Act 2011
South Australia – Electronic Transactions Act 2000
Northern Territory – Electronic Transactions Act 2001
Australian Capital Territory – Electronic Transactions Act 2001
Tasmania – Electronic Transactions Act 2001
🇺🇸 United States
Compliant with the Electronic Signatures in Global and National Commerce Act (ESIGN) and the Uniform Electronic Transactions Act (UETA).
PleaseSign technology also aligns with global e-signature frameworks such as the EU’s eIDAS Regulation, the UK’s Electronic Communications Act, and equivalent legislation in New Zealand, Canada, and Asia-Pacific jurisdictions.
👉 For full compliance details, visit our Legality Statement.
If in doubt, please verify with your own legal team to ensure compliance with specific regional or industry-based regulations.
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
We also published a short blog post on how we helped a client save 78% on digital signing expenses — you can read the full article here.
For further clarification or specific queries about PleaseSign pricing, our support team can provide detailed, personalised advice. Simply lodge a support request and we’ll be happy to help.
Our 30-day free trial lets you explore PleaseSign full set of features with no cost and no commitment. Here’s what you can expect:
The free trial is designed to give you a hands-on experience with PleaseSign so you can see how it improves your document signing process, with some restrictions such as no automatic reminders and only one recipient per envelope.
Your free trial includes access to most of PleaseSign premium features so you can experience the platform in action. You’ll be able to:
Upload, send, and sign documents electronically
Use templates and advanced document tools
Store and track your signed documents securely
Get support from our customer team whenever you need help
The trial runs for 30 days or 10 document sends, whichever comes first. A few restrictions apply — for example, automatic reminders aren’t available, and each envelope can only be sent to one recipient.
👉 For a quick overview, watch our YouTube video showing exactly what’s included, or visit our Pricing page for details on what’s available in each paid plan.
Free trials are designed to run for 30 days or 10 document sends (whichever comes first). If you need more time to evaluate PleaseSign, please contact our support team — in some cases, we can extend your trial to help you test the platform fully.
👉 You can also explore our Pricing plans to upgrade at any time and unlock additional sends and features. For help anytime, our AI chatbot is available 24/7, and our support team is always ready to assist.
Yes. You can chat with our AI chatbot 24/7 for instant answers, or reach out directly to our support team for personalised assistance.
You can book a demo or onboarding session directly through our Booking Link at a time that suits you. One of our specialists will guide you through the platform and show how PleaseSign can fit your workflows.
You can also contact our support team if you’d like a tailored session.
👉 For a quick look before your demo, explore our How-to Videos.
Yes. PleaseSign integrates with a wide range of platforms to help you automate workflows and connect with the tools you already use. Through Zapier, you can link PleaseSign to thousands of apps such as Google Drive, Slack, and Microsoft Teams.
We also support custom integrations via our open-source API — visit our Developers page to get started.
👉 For the current list of software partners, see our Partners page. We’re always developing new integrations, and if you’d like to become a partner, check out our Partner Profile page.
Need help setting up an integration? Our AI chatbot is available 24/7, and you can also submit a support enquiry here.
They’re related, but not the same.
Electronic signatures (eSignatures) are a broad category that covers any action showing agreement to a document, such as typing your name, clicking “I agree,” or drawing a signature on screen.
Digital signatures are a more secure form of electronic signature that use encryption to verify the signer’s identity and ensure the document cannot be tampered with.
PleaseSign uses digital signatures, giving you the convenience of eSigning with the added security of encryption and compliance with global eSignature laws.
👉 Learn more on our Features page or dive deeper in our blog post on Digital Signature Innovation.
Yes. You can upgrade or downgrade your PleaseSign plan at any time to suit your needs. Changes take effect from your next billing cycle, and you can adjust user licenses as your team’s requirements change.
👉 Compare options on our Pricing page, or reach out to our support team if you’d like help choosing the right plan. Our AI chatbot is also available 24/7 for quick guidance.
PleaseSign was founded in 2015 with the goal of making document signing faster, easier, and more secure. Since then, the platform has grown to serve businesses, government, education, healthcare, real estate, finance, and software organisations worldwide.
👉 Learn more about our journey and product updates on the Blog.
PleaseSign Australia is headquartered in Brisbane, with our EU office located in Luxembourg. This setup allows us to support customers worldwide while meeting regional compliance and data requirements.
👉 Learn more about our platform and compliance standards on the Features page.
A digital signature is a mathematical scheme for verifying the authenticity of digital messages or documents, an the identity of the signer. (https://en.wikipedia.org/wiki/Digital_signature) Essentially, a digital signature is the digital version of a hand written signature. Although it can take many shapes.
Our customers consistently highlight how PleaseSign saves them time, reduces paperwork, and provides a secure, easy-to-use signing experience. Organisations across industries — from education and government to healthcare, finance, real estate, and software — rely on PleaseSign every day.
👉 See what our customers are saying in our Google Reviews.
For personalised questions, our AI chatbot is available 24/7, or you can contact our support team.
Our team can help you migrate from another eSignature platform to PleaseSign. We’ll guide you through setting up templates, adding users, and configuring workflows so the transition is smooth and hassle-free.
👉 To get started, reach out to our support team. Our AI chatbot is available 24/7 for quick guidance, and you can also explore our How-to Videos for step-by-step tutorials.
No — there are no setup fees to start using PleaseSign. All you need is a subscription to one of our plans, and you can begin sending documents right away.
It’s simple — you don’t need a PleaseSign account to sign a document:
Click the secure link in the email or SMS you received.
The document will open in your browser.
Follow the on-screen prompts to complete any required fields.
Add your signature where indicated, then click Finish.
Once complete, both you and the sender will automatically receive a copy of the signed document.
👉 For a step-by-step guide, read our blog post: How to Generate a Signature in PleaseSign or or watch our YouTube tutorial.
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
PleaseSign is widely used by real estate professionals to securely sign and manage documents such as lease agreements, tenancy applications, property management forms, and sales contracts. Documents signed with PleaseSign are legally binding and compliant with eSignature laws.
👉 Learn more about our Features, or explore signing lease agreements on our blog.
For guidance on setting up templates for your real estate documents, check out our How-to Videos. Our AI chatbot is available 24/7, or you can contact our support team for personalised help.
Yes — all signed lease agreements are legally binding and stored securely online for easy access.
Yes. With PleaseSign, you can upload any PDF and sign it electronically in just a few steps. You can also add form fields, send the document to others for their signatures, and track the signing process securely online.
👉 See how it works on our How-to Videos or read our blog article for more information.
For quick help, our AI chatbot is available 24/7, or you can contact our support team.
An “Email Failed” error means the signing request could not be delivered to your recipient’s inbox. This can happen for several reasons, including:
The recipient’s email address is incorrect or misspelled
The recipient’s mailbox is full or unavailable
The receiving email server rejected the message
There was an error in the body of the message
How to fix it:
Double-check that the recipient’s email address is correct.
Confirm that you can send emails to that address normally without bouncing.
If the email is valid, try using the Resend function from the document status page.
If the message still fails, please contact our support team and provide the document ID number from the document status page. This will help our team quickly investigate and resolve the issue.
Our AI chatbot is available 24/7 for quick guidance, and our support team is ready to assist.
If the progress bar is stuck when uploading a PDF, it’s usually due to one of the following issues:
The file is larger than the standard limit (200 pages or 20MB)
The PDF has unusual formatting or is corrupted
Internet connectivity was interrupted during upload
How to fix it:
Check your file size and page count. If your document is larger than 200 pages or 20MB, try reducing it.
Re-save the PDF using “Save As” or export it again to ensure it’s not corrupted.
Upload the file again from a stable internet connection.
If the issue continues, please contact our support team and include the document ID number from the document status page. Our AI chatbot is available 24/7 for troubleshooting, and our support team can extend upload limits if required.
Sending your first document with PleaseSign is quick and easy:
Log in to your PleaseSign account.
Click Send Document from your dashboard.
Upload your document — PleaseSign supports .PDF files only.
Add recipients and set the signing order if needed.
Add tabs such as signature, date, initials, or text fields to your document.
Review your document to make sure everything is correct.
Click Send for Signing to send the document to your recipients.
Your recipients will receive a secure email (or SMS, if enabled) with a link to review and sign the document. You can track progress and receive notifications once it’s completed.
👉 For more help, watch our How-to Video below.
Need more help? Our AI chatbot is available 24/7, or you can contact our support team.
Adding new users is available on Business Pro and Enterprise plans. New users must be invited from within the main account to ensure they’re correctly associated with your organisation.
👉 For a step-by-step guide, visit our help article: How to Create a New User.
Important:
If someone from your company has signed up directly through the PleaseSign website instead of being invited through your company account, please contact our support team for assistance in linking their profile correctly.
Our AI chatbot is available 24/7 if you need quick guidance.
Yes, You can also duplicate your existing company brand when setting up new users to save time.
Once your company branding (logo, colours, and email styling) is set, you can duplicate it for each user in your account. Individual users can then personalise their details, such as name and email, while maintaining a consistent brand experience.
If a user does not have an individual brand assigned, they will automatically use the default company brand.
To apply individual branding, go to the Manage Users tab in your account, select the desired user, and then choose the correct brand from the Branding dropdown menu.
Please note that branding options depend on your subscription plan — refer to our Pricing page for details.
For step-by-step instructions, visit our guide: Custom brand details for your users or watch the clip below.
Need more help? Our AI chatbot is available 24/7, or you can contact our support team.
Only account owners or administrators can create or edit Access Groups.
Restricting access to specific documents and folders in PleaseSign is managed through Access Groups. Access Groups let you control which users can view, edit, or manage certain folders and documents — helping maintain privacy and security across your organisation.
To set this up:
Create one or more Access Groups based on your team’s roles or departments.
Go to the Manage Users tab.
Select the relevant user, then assign them to the correct group using the Access Group dropdown menu.
👉 For a step-by-step walkthrough, watch the embedded YouTube clip below or visit our How-to Videos.
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Adding company branding to your account is super easy with PleaseSign. Branding allows you to include your logo, company colours, and email styling to create a professional, consistent experience for your recipients.
To add or edit branding:
Go to the Branding tab in your PleaseSign account.
Upload your logo and customise your colours and email settings.
Save your changes — your branding will automatically appear on all documents sent from your account.
If you’re managing a company account, you can also assign branding to individual users via the Manage Users tab by selecting the correct brand from the Branding dropdown menu.
Please note: Branding features are available on Business Pro and Enterprise plans. See our Pricing page for more details.
👉 For a step-by-step walkthrough, watch the YouTube clip below or visit Custom brand details for your users or watch the clip below.
Need assistance? Our AI chatbot is available 24/7, or you can contact our support team.
Each PleaseSign plan includes a monthly document send quota per user and optional pre-purchased SMS quota. If you’ve reached your limit, you have a few options:
Review your current plan — Go to Settings → My Subscriptions to check your plan details and available SMS credits.
Upgrade your plan — Some plans allow you to upgrade directly from within your account. Others may require help from our support team.
Purchase additional licenses or SMS credits — This can expand your limits without changing plans.
If you’re unable to upgrade yourself, please submit a support request, and one of our friendly team members will assist you.
👉 For detailed instructions, see our guide: How to Upgrade My Plan.
You can also view all plan options on our Pricing page.
Our AI chatbot is available 24/7 for quick help.
Yes, you can. If you’ve accidentally sent the wrong document, missed a field, or need to make changes, you can void the document at any time before it’s completed.
When you void a document, it immediately becomes incompletable and unviewable for all recipients. This action is irreversible, and if you still need the document signed, it will need to be re-sent as a new request.
👉 For a step-by-step walkthrough, watch the YouTube clip below or visit our How-to Videos.
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
For more information on how to void a document please go to – https://pleasesign.com.au/voiding-a-document
The In-Person Signing function in PleaseSign is ideal when recipients don’t have access to — or can’t use — their own device to sign a document. It allows you to host a signing session directly from your device so documents can be completed face-to-face.
To host an In-Person Signing session:
Set up a new document to send as normal, then click Next.
When adding recipients, click Needs to Sign, then select In-Person Signer for the recipient who will sign in person.
A new window will open where you can select who will host the session.
Choose the appropriate host (this can be yourself or another user).
Repeat this process for any other recipients who will sign in person.
Complete the remaining steps to send the document for signing.
Once the host receives the document, they can sign their assigned fields and then host the in-person signing session for other recipients using their device.
👉 Learn more about this feature here: In-Person Signing Guide.
Need assistance? Our AI chatbot is available 24/7, or you can contact our support team.
Step one:
Creating folders and assigning access
Step two:
For more information about creating Document and Template folders follow the link – https://pleasesign.com.au/document-and-template-folders
If you often send the same document repeatedly, creating a template in PleaseSign will save you a lot of time. Templates let you predefine recipients, signature fields, and document settings so you can quickly reuse them whenever needed.
To create a template:
Log in to your PleaseSign account.
Go to the Templates tab.
Click Create Template.
Upload your PDF and add the necessary fields, recipients, and tags.
Save your template — it can now be used anytime to send documents instantly.
👉 Watch our step-by-step tutorial below to learn how to create and manage templates in PleaseSign:
🎥 How to Create a Template in PleaseSign
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Can I transfer ownership of a template to another user?
Yes, you can. PleaseSign allows you to transfer ownership of templates between users, making it easy to manage and share resources within your team.
The owner of a template is the only person who can edit it, but any user can use the template to send documents.
👉 Watch our short tutorial to learn how to transfer templates between users:
🎥 How to Transfer Templates to Other Users
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, you can. PleaseSign allows you to share templates between users by assigning access permissions through Access Groups.
To share templates:
Create an Access Group for the users who need access.
Place the templates you want to share into a shared template folder.
Grant the Access Group permission to view and use that folder.
Once access is granted, all users in that group can use the shared templates to send documents, while ownership and editing rights remain with the template owner.
👉 For more details on setting up Access Groups, watch the embedded YouTube clip on that topic or visit our How-to Videos.
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Templates in PleaseSign aren’t just for saving time — they also include several powerful features that make managing and sending documents even easier.
Here are some additional ways you can use templates:
Bulk Sends
Use templates to send the same document to multiple recipients at once. This is ideal for agreements, forms, or notices that need to be signed by many people.
Add Recipients via CSV File or Individually
When performing a bulk send, you can upload a CSV file to import multiple signers at once, or add users manually if preferred.
Generate a Signing Link (Template URL)
Templates can also be used to create a unique signing link that can be shared directly — perfect for open-access forms like consent or registration forms.
Note: URL signing links can only be used when there is one signer on the document.
👉 Learn more about these features and view step-by-step instructions on our How-to Videos page.
Need assistance? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, you can. PleaseSign offers both API and Zapier integration options, giving you flexibility to connect electronic signing directly into your existing software or workflows.
With the PleaseSign API, you can:
Automate document creation and sending
Retrieve signed documents and status updates
Manage users and templates programmatically
Build seamless, fully branded signing experiences within your own application
If you prefer a no-code option, you can use Zapier to easily connect PleaseSign with thousands of popular apps like Google Drive, Slack, and Dropbox — helping automate tasks and simplify document workflows.
👉 Learn more about our integration options:
Please note: API access is available on Enterprise and API plans.
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, you can. PleaseSign allows you to request document uploads from recipients as part of the signing process. This is ideal when you need supporting documents such as identification, certificates, or other verification files.
When setting up your document:
Add your recipients as normal.
Click on More Options next to the recipient’s name.
Enable the Accepts Attachments option.
You can also choose to make the upload mandatory, meaning the recipient must attach a file before completing their signing.
If the recipient is signing on a mobile device, they can simply take a photo of the required document and upload it instantly.
If they’re using a computer, they can select and upload files directly through the file browser.
All uploaded files are securely stored with the signed document in your PleaseSign account.
Please note: This feature is available on Business Pro and Enterprise plans.
👉 Learn more about recipient options and features on our Features page.
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
If a document still shows as Pending after the recipient appears to have signed, it’s usually because they haven’t clicked the “Click to Finish” button to complete the signing process.
Please remind your recipient to:
Review the document and sign all required fields.
Click the green “Click to Finish” button in the top-right corner of the screen to confirm completion.
Until this final step is done, the document will remain in a Pending status. Once the recipient clicks “Click to Finish,” the document status will update to Completed, and the sender will receive a completion email with a copy of the signed document.
👉 Watch our short tutorial below to learn more about how the document status bar works:
🎥 Understanding the Document Status Bar in PleaseSign
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, PleaseSign includes a built-in Address Book that makes it easy to manage your recipient contacts.
You can access it anytime by logging in and navigating to Settings → Address Book. From there, you can:
Search for existing contacts
Create new entries manually
Delete existing entries
The Address Book is shared across all users in your company account, allowing team members to easily access and use the same contact list when sending documents.
Your Address Book automatically saves the details of recipients you’ve previously sent documents to or received signatures from — making it faster to send new documents and reducing the chance of errors.
👉 For more details about managing recipients and contacts, visit our Features page.
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, you can. PleaseSign allows you to set the order in which recipients receive and sign documents, ensuring signatures are collected in the correct sequence.
When adding recipients:
Select the Ordered Signing checkbox.
Use the dropdown box next to each recipient’s name to set the signing order (e.g., 1, 2, 3).
Recipients with the same order number will receive the document at the same time, while others will receive it only after the previous signer(s) have completed their part.
👉 Watch our short tutorial to learn more about ordered signing:
🎥 Ordered Signing in PleaseSign
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, you can. If you’ve entered a recipient’s details incorrectly or sent a document to the wrong person, PleaseSign allows you to correct the recipient without having to void and recreate the document.
This option is only available for documents that have not yet been completed. If the incorrect recipient has already signed and completed the document, you’ll need to void it and resend a new version.
👉 Learn more about how to correct recipient details here:
Correct Recipient Guide
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, you can. PleaseSign Bulk Send feature allows you to easily send documents to many recipients at the same time — with each recipient receiving their own unique, individual copy.
You can add recipients manually or upload them using a formatted .CSV file for larger sends.
While Bulk Send is a powerful feature that can save significant time for organisations, we recommend testing your data with a small sample group first to ensure your file is formatted correctly before committing to a full send.
👉 Watch our short tutorial to learn more about using Bulk Send in PleaseSign:
🎥 Bulk Send Tutorial
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, you can. PleaseSign Email Archiving feature allows you to designate an email address that automatically receives a copy of every completed document sent under your organisation.
To set this up:
Go to Settings → Business Profile.
Enter the desired archive email address.
Save your changes — all completed documents will now be forwarded to that address automatically.
This feature is ideal for recordkeeping, compliance, or centralised document storage, and can only be configured by account Owners or Administrators.
👉 Learn more about Email Archiving here: Email Archiving Guide
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, you can. PleaseSign allows you to set a redirect path to control where your recipient’s web browser is directed after they’ve finished signing a document.
By default, recipients will see a generic completion page confirming that no further action is required. However, if your workflow requires additional action — such as visiting your website, completing a form, or accessing follow-up resources — you can use a redirect path to automatically send recipients to a specific URL after signing.
This helps create a smoother experience and keeps recipients engaged with your next steps.
👉 Learn more about setting up redirect paths here: Redirect Path Guide
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, you can. PleaseSign signature settings allow you to control how recipients interact with documents and apply their signatures during the signing process.
By default, recipients can choose from three signature types:
✍️ Draw Signature – The most common option, allowing recipients to draw their signature using a mouse, stylus, or finger on a touchscreen device.
🖋️ Choose Signature – Recipients can select from automatically generated signature styles based on their first and last name.
📁 Upload Signature – Allows recipients to upload an image of their existing signature from their device — ideal if they already have a saved digital version.
Administrators can also customise these options to control which signature types are available to signers and can set default initials if required.
👉 Learn more about customising signature options here: Customising Signature Options Guide
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
es, you can. PleaseSign allows you to include private recipient messages when sending documents for signing.
When preparing a document, you can enter a general message that appears in the email sent to all recipients, helping provide context or instructions about the document.
If your document is being sent to multiple recipients and you need to customise the message for each person, you can use the Private Message feature. This allows you to include individual notes that are visible only to the specified recipient — perfect for sharing personalised instructions or sensitive information.
👉 Learn more about adding private recipient messages here: Private Recipient Messages Guide
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
es, PleaseSign allows you to enable automatic signing reminders to help ensure documents are completed on time without manual follow-up.
When activated, PleaseSign automatically sends reminder emails to recipients who haven’t yet signed their documents, at the interval you choose. This helps reduce delays and keeps your workflow running smoothly.
If you’re using SMS delivery for signing links, please note that each reminder sent via SMS will use one additional SMS credit.
If the maximum number of reminders has been reached, you can restart the process by using the Resend feature on the Document Status page. This will trigger a new notification to the recipient and restart the reminder sequence.
👉 Learn more about setting up reminder emails here: Reminder Emails Guide
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, you can. PleaseSign allows you to add Carbon Copy (CC) recipients who receive a copy of the completed document without being required to sign or approve it.
Adding carbon copy recipients helps you create clear document workflows where certain stakeholders—such as managers, administrators, or compliance officers—are automatically notified once the document is finalised.
Please note:
Carbon copy recipients only receive the document after it’s completed.
If a document is voided at any time during its workflow, they will not receive a copy.
👉 Learn more about adding carbon copy recipients here: Carbon Copy Recipients Guide
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
No, you can’t edit a document once it has been sent. This safeguard ensures the integrity and legal validity of the signing process.
If you’ve made a mistake or need to make changes, you can:
Void the current document so it can no longer be completed.
Duplicate and reuse the document to make your required edits (see the image below).
Resend the updated version to your recipients.
You can also make limited updates from the Document Status page, such as:
Correcting recipient details
Adding or removing mobile delivery options (like SMS signing links or MFA)
👉 Learn more here: https://pleasesign.com.au/edit-a-sent-document
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
If your PDF upload appears to be stuck in PleaseSign, don’t worry — this can usually be fixed quickly. Upload times can vary depending on file size, internet speed, and occasionally, a corrupted PDF file.
Here’s how to resolve the issue:
Open the PDF in your PDF reader
– Use your preferred PDF software (e.g., Adobe Acrobat, Preview, or Foxit Reader).
Use the “Print to PDF” function
– From your PDF reader’s print menu, select “Print to PDF” or “Save as PDF.”
Save it as a new file
– Give the file a new name and save it. This process recreates a clean version of the file and removes any corrupt or incompatible data.
Re-upload the new PDF file
– Return to PleaseSign and upload the newly saved file. In most cases, this will resolve the issue immediately.
💡 Tip: Large documents (over 20MB or 200 pages) may take longer to upload. If you frequently work with large files, our support team can help extend your limits.
If you continue to experience issues, please contact our support team. Our AI chatbot is also available 24/7 to assist with common upload problems.
No, you can’t delete a folder that still contains documents in PleaseSign. To delete a folder, you’ll first need to remove or move all files stored within it.
Once the folder is empty, the Delete Folder option will become available. This safeguard helps prevent accidental data loss and ensures that important documents aren’t removed unintentionally.
If you’re unable to see or delete folders after moving files:
Log out of your PleaseSign account.
Log back in to refresh your session.
If the issue persists, please contact our support team for assistance.
Our AI chatbot is available 24/7 to help troubleshoot folder management or file access issues.
No, there’s no minimum file size requirement when drawing your signature in PleaseSign. However, there is a minimum size requirement for the signature itself to ensure it’s clear and legally valid (see image below).
When drawing your signature using a mouse, stylus, or finger on a touchscreen device, it must be at least 10 pixels high. If it’s smaller than this, PleaseSign will prompt you to redraw it before continuing.
💡 Tip: For the best results, draw your signature smoothly and use as much of the signature box as possible for a natural, readable appearance.
👉 Learn more about signing options and settings here: Customising Signature Options
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
Yes, you can. PleaseSign allows you to disable email and SMS notifications for specific recipients, giving you greater control over how documents are delivered and accessed (see image below).
Notifications can be disabled:
Individually — when adding or editing a recipient in a document, click More Options next to their name and enable Disable Notifications.
For templates or bulk sends — this must be configured when creating the template so that recipients automatically do not receive notifications when documents are sent in bulk.
When notifications are disabled, recipients won’t receive any email or SMS alerts, but they can still access and sign the document directly from their Inbox within PleaseSign.
This feature is especially useful for internal workflows, bulk operations, or when recipients manage documents within a shared company account.
👉 Learn more about managing recipient options on our Features page.
Need help? Our AI chatbot is available 24/7, or you can contact our support team.
PleaseSign supports SMS delivery for signing links and multi-factor authentication (MFA) codes in a select number of countries.
For the most up-to-date list of supported countries, please refer to our website:
👉 https://pleasesign.com.au/countries-we-operate-in
You can also view available countries directly within the platform—when entering a recipient’s mobile number, simply select the country code dropdown to see all supported options.
SMS availability may vary depending on local carrier networks and regulatory requirements. If SMS delivery is not supported in a recipient’s country, the signing request will automatically be sent via email instead, ensuring documents can still be accessed and completed.
Yes it is. To protect your information when it is transmitted through PleaseSign, it is 256-bit SSL encrypted. All data is stored on secure ISO 27001 certified AWS servers located on Australian shores. PleaseSign is also SOC2 compliant which means our controls and protocols are audited every year. We will never sell your information, nor would we ever transmit it without you approval.
For more information about our SOC2 compliance and attestation please follow this link – https://pleasesign.com.au/resource-centre/our-soc2-compliance
For more information about security please follow this link – Privacy Policy.
PleaseSign records a comprehensive log of all transactions that occur between signing parties. To provide you with a court-admissible transaction history, we record and time-stamp all events that occur from the moment a document is created, to when it’s filled out and signed by all parties. To ensure this transaction history is verifiable, we process each event with a cryptographic hash function called a checksum to confirm the existing transaction history has not been tampered with and to securely record the new event.
A SOC 2 (System and Organization Controls 2) report is a crucial document that provides assurance regarding the security and privacy controls implemented by a service organization. It is particularly important in the context of online digital signing platforms like PleaseSign in Australia.
For more information about SOC2 and AICPA follow this link – https://www.aicpa-cima.com/topic/audit-assurance/audit-and-assurance-greater-than-soc-2
If you need a copy of our SOC2 attestation report please lodge a support request and one of our friendly support team members will assist you with your enquiry. Submit a support request here – https://pleasesign.com.au/contact
PleaseSign has been designed to keep your documents secure and to prevent modifications of a document during and after the signing process. Utilising cryptographic hashing technology, PleaseSign creates a unique hash of the document PDF before it is sent for signatures. Each time a party signs the document a Privacy Policy new unique hash is created, using this history of hashes you can prove there was no tampering or modifications made to the PDF document.
Each document signed through PleaseSign is securely monitored, tracked and recorded in an audit trail. This non-editable audit trail contains a globally unique identifier, that can be used to look up a record in our database that shows all parties involved in the document and their signatures. These records include an encrypted hash of the PDF document which can be used to compare to the encrypted hash of a provided document to determine whether or not it has been modified since the time of it’s completion.
PleaseSign authenticates all parties involved in a document so you know exactly who is signing. Any party signing a document through the Service must either have an active, verified account registered with PleaseSign, or have received by way of secure email, or secure sms a request for signature. To protect information transmitted over the Service, all information transferred is 256-bit SSL encrypted.
Our SOC 2 report is available upon request for clients who require it as part of their compliance or vendor due diligence process.
To request a copy, simply submit a support request, and one of our friendly support team members will contact you to verify your details and provide access.
Need help? Our AI chatbot is available 24/7, or you can reach our team directly through our Contact page
Go to settings and then my subscriptions to review your current plan and SMS credits. Some plans you are able to upgrade yourself, other plans will require the assistance of our support team. In this case submit a support request and one of our friendly support team members will get in contact with you.
For more information about upgrading your plan follow this link – https://pleasesign.com.au/resources-upgrade-my-plan
Go to settings and then my subscriptions to review your current plan and SMS credits. Some plans you are able to upgrade yourself, other plans will require the assistance of our support team. In this case submit a support request and one of our friendly support team members will get in contact with you.
For more information about upgrading your plan follow this link – https://pleasesign.com.au/resources-upgrade-my-plan
Try logging out of your account and back in again. This should fix the problem. If you are still having trouble after this please submit a support request here – https://pleasesign.com.au/contact and one of our friendly support team will be able to assist with your enquiry.
Please submit a support request here – https://pleasesign.com.au/contact and provide as much information as possible. One of our friendly support team members will be able to assist with your enquiry.
To change the email associated with your account please submit a support request here – https://pleasesign.com.au/contact and one of our friendly support team members will be able to assist.
We are unable to reset your password. Please go to the login page https://secure.pleasesign.com.au/login and select “Forgot your password” and an email will be sent to the email provided.
Simply complete a support request and one of our friendly support members will answer your enquiry https://pleasesign.com.au/contact
Of course! Please contact support to organise an onboarding call or to answer and questions that you may have. Click Here contact support
If you have not yet created an account, but would like to see how PleaseSign can improve your process, please feel free to create a free account. We will never ask for your credit card details. Click Here to register for a 30 Day Free Trail
No they don’t. You only need to create an account if you want to send a document for signing. The identity of your recipient is verified by means of secure email. You can even set “Access Codes” to increase the security of your sent document.
Sending a document using PleaseSign is super easy. You will have to sign up for an account before this can happen though. PleaseSign offers a 30 Day Free Trail available if you wish to try before you buy – Terms and conditions apply.
To find out what is included in the 30 Day Free Trial watch this YouTube clip.
You are easily able to update your payment details under the “My subscription” tab in the “Settings” menu.
In order to integrate with PleaseSign partner software you will need one of our Enterprise accounts with API access.
You will need to contact support to help set this up for you.
Please complete a support request via our contact page – https://pleasesign.com.au/contact
If you’d like to delete your PleaseSign account or request removal of your personal data, please contact our support team. For security reasons, account and data deletion must be verified and handled by our team.
You can also use our AI chatbot 24/7 to start the process or get guidance on the steps required.
👉 Learn more about how we protect and manage your information on our Privacy Page.
The Witness feature allows a designated person to observe and confirm a signer’s signature on a document. The witness is invited to review the signed document and apply their own signature to verify they have witnessed the signing.
This is commonly required for legal documents such as statutory declarations, deeds, affidavits, guarantees, and other compliance-sensitive agreements.
The typical workflow is:
The sender uploads a document.
The sender assigns a signer.
The sender assigns a witness to that signer.
The signer receives and signs the document.
The witness is notified and completes their witness signature.
The document is finalized with a full audit trail.
The witness cannot sign until the signer has completed their signature (if sequential signing is selected).
No. Witnesses do not need to create an account.
They receive a secure email invitation with a unique access link, allowing them to review and sign the document securely.
PleaseSign captures:
Witness name
Email address
IP address
Timestamp
Digital audit log record
All witness actions are recorded in the document’s comprehensive audit trail.
In many jurisdictions, electronically witnessed signatures are legally valid, provided:
Identity verification standards are met (if required)
Proper audit logs are maintained
The document type allows electronic witnessing
However, some specific documents (e.g., certain property or court documents) may still require in-person witnessing depending on local regulations. We recommend confirming requirements for your jurisdiction.
Yes. The sender can:
Pre-assign a witness during document setup
OR
Allow the signer to nominate a witness (if enabled in workflow settings)
This flexibility supports real-world legal workflows.
No. A witness must be an independent individual and cannot be the same person as the signer.
The document will remain “Pending Witness” until the witness completes their action.
The sender can:
Send reminders
Replace the witness
Cancel the document
Full status visibility is available in the dashboard.
Yes. All witness signatures include:
Tamper-evident protection
Encrypted data storage
Secure access links
Detailed audit logs
Any modification to the document after completion invalidates the signature certificate.
Yes. The completed document includes:
The signer’s signature
The witness’s signature
A digital certificate of completion
Full audit history
This ensures transparency and compliance support.
Yes. If your document requires multiple witnesses (for example, for multiple signers), you can assign separate witnesses to each signer during document setup.
Getting started with PleaseSign Identity Verification is simple.
1️⃣ Log in to Your PleaseSign Account
Identity Verification is available within your account — no additional software or integration is required. If you don’t have a PleaseSign account already, you get started here – https://pleasesign.com.au/30-day-free-trial
2️⃣ Purchase Identity Verification Credits
Free Trial, Entrepreneur, Business & Business Pro plans require pre-purchased credits
Enterprise and API plans can choose pre-purchased credits or PAYG billing
3️⃣ Initiate an Identity Verification
Start a verification request from within your account dashboard. The recipient will receive secure instructions to complete their identity verification.
4️⃣ Review Results
Verification outcomes are securely recorded and available within your account, including audit logs where applicable.
You are only charged for successful verifications. A credit is deducted when a verification attempt begins, and automatically returned if the verification fails or cannot be completed.
Identity verification credits are billed separately from your subscription plan.
A credit is deducted when a verification attempt is initiated. If the verification is successfully completed, the credit is used. If the verification fails or cannot be completed, the credit is automatically returned to your account.
Free Trial, Entrepreneur, Business & Business Pro
Identity verification credits must be pre-purchased
A credit is deducted when a verification starts
Failed or incomplete verifications are automatically credited back
No PAYG billing on these plans
This ensures predictable cost control with no surprise usage charges.
Enterprise & API Plans
Enterprise and API customers can choose:
Pre-Purchased Credits
Buy credits in bulk
Deducted at verification start
Automatically returned if unsuccessful
Pay As You Go (PAYG)
Monthly billing based on successful usage
Failed or incomplete attempts are not charged
Fair & Transparent
You are only charged for successfully completed identity verifications.
Any failed or incomplete attempts are credited back automatically.
Yes. Identity Verification is available during your free trial; however, identity verification request credits are not included free with the trial and must be purchased in advance from Settings → My Subscription before use.
Only successful verifications are billed. If a verification attempt fails or cannot be completed, the credit is automatically returned to your account.
Identity verification is the process of confirming that a person is who they claim to be using reliable and independent electronic data sources.
Online identity verification may include government-issued ID document checks, biometric or liveness verification, and electronic data matching.
PleaseSign provides electronic identity verification powered by Stripe, enabling businesses to verify identity securely before or during document signing.
PleaseSign provides identity verification technology designed to support regulatory identity verification requirements in supported jurisdictions.
However, compliance with specific laws — including AML, KYC, CIP, or other regulatory frameworks — remains the responsibility of the business using the service.
PleaseSign does not certify or guarantee regulatory compliance.
Global identity verification is available in jurisdictions where Stripe Identity supports document verification and delivery channels such as email and SMS.
Supported regions may include Australia, the United Kingdom, the United States, Canada, Ireland, India, Japan, Hong Kong, and other Stripe-supported jurisdictions.
Verification methods and document types vary by country.
No. Identity verification provides verification results based on document and data checks. It does not guarantee that a person is who they claim to be and does not eliminate fraud risk.
Identity verification should be used as part of a broader risk management process.
No. Electronic signatures can be legally valid without identity verification, subject to applicable law.
Identity verification is optional and provides an additional layer of assurance where greater confidence is required.
Depending on jurisdiction and Stripe support, identity verification may include:
Government-issued ID document verification
Electronic data source matching
Biometric and liveness checks
Timestamped verification records
Audit-ready reference identifiers
Availability varies by country.
No. Identity verification provides verification results based on document and data checks. It does not guarantee identity certainty and does not eliminate fraud risk.
Identity verification should be used as part of a broader risk management process.
PleaseSign offers identity verification as a standalone module within the platform.
You can verify identity independently of electronic signatures — no document sending required. This makes it ideal for onboarding, compliance checks, and general identity confirmation.
Verification results are securely recorded with timestamps and reference IDs. Identity verification is powered by Stripe in supported jurisdictions.
Single Sign-On (SSO) allows users to securely access PleaseSign using their existing business login (such as Okta), eliminating the need for separate passwords while improving security and user experience.
PleaseSign uses SAML 2.0 to authenticate users. When a user clicks the SSO login button, they are redirected to their identity provider, verified, and securely logged into PleaseSign.
Using SSO with PleaseSign helps businesses:
Strengthen security with centralised access control
Reduce password-related risks
Simplify user onboarding and offboarding
Improve the login experience for teams
Yes. PleaseSign supports SSO-only login, which disables standard email and password access. This ensures all users authenticate through your organisation’s identity provider for maximum security.
PleaseSign supports all SAML 2.0 compatible providers, including:
Okta
Microsoft Azure Active Directory
Google Workspace
This allows seamless integration with your existing IT environment.
Accepted document types may include:
Driver Licence
Passport
National Identity Card/Number
Yes.
Yes.
The audit log can include:
Identity verification Request from
Verification date and time
Notifications sent/not sent
Disclosure
Status of Identity Verification on Stripe
Reports generated
Email Confirmation of completed process
Information/Status about Redact
Yes. Where supported, failure reasons may include:
Blurry image
Expired document
Document mismatch
Selfie mismatch
Incomplete submission
Yes.
Yes.
Only account owners can delete documents.
Void Document remains in system but signing process stops.
Delete Document is permanently removed (subject to retention policy)
No. Permanent deletion cannot be reversed.
Depending on system configuration:
Drafts
Voided documents
Completed documents after retention requirements are met
Yes. Metadata relating to the deletion event is retained in the audit trail where permitted by policy.
Bulk Resend allows an owner or administrator to resend signing requests to multiple recipients/documents simultaneously instead of resending each document individually.
All users can perform a bulk resend operation.
Documents in the following statuses can typically be resent:
Sent
Pending Signature
Completed or Voided, documents cannot be resent.
20 documents at a time.
Recipients will receive a new reminder email or sms, but the document remains the same document record.
No. Bulk Resend only sends another notification for the existing document workflow.
Yes. The audit log records:
Date and time
Recipient details
Bulk Void allows authorized users to cancel/void multiple documents at once.
All users can void documents.
No. Once voided, the document cannot continue through the signing process. A new document must be created.
All remaining signing actions are cancelled and recipients are notified that the document has been voided.
Common use cases:
Incorrect document upload
Incorrect recipient list
Duplicate sends
Business process cancellation
Yes. Audit records include:
User who performed the void
Date/time
The retention policy defines how long documents, are stored before archival or deletion.
You have the option to delete the account including all data and documents immediately when cancelling or you may choose to store them for up to 12 months.
For active users, documents can be deleted immediately (manually) or retained for a configurable period from 3 months to 7 years. For example, if a user sets the retention period to 3 months, any documents older than 3 months will be automatically deleted. The retention period is calculated based on the document’s sent date.
Users can also select “No Automatic Deletion” if they do not want documents to be deleted automatically.
Retention policies may apply to:
Completed documents
Voided documents
Yes, It can be changed via settings only by account owners.
Typically audit logs are retained longer than document content to support compliance and legal requirements.
Save Progress allows a recipient to save the information has have entered in a document and continue completing it later without losing your work.
No. You can save your progress and resume later without creating or logging into a PleaseSign account.
Click the Save Progress button available in the document signing screen. Your entered information will be saved automatically.
Simply reopen the same document signing link you originally received. Your previously saved information will be restored, allowing you to continue from where you stopped.
Except signature initials witness and collaborative fields, all completed form fields are saved including:
Text fields
Checkboxes
Radio button selections
Dropdown selections
Other supported form inputs
Any fields that were not completed will remain blank.
Yes. You can save your progress as many times as needed before completing and submitting the document.
Any unsaved changes may be lost. If unsaved changes are detected, you may be prompted to save your progress before leaving the page.
No. Saving progress does not trigger reminder emails. You can return to the document at any time using the original signing link.
Only users with access to the original signing link can access the saved document. We recommend not sharing your signing link with others.
Yes. Saved information is stored securely and is only used to allow you to resume the document signing process.
Yes. When you reopen the document, you can review and update any editable fields before completing the signing process.
No. Saving progress does not submit or sign the document. The document is only considered completed once all required actions are finished and the signing process is submitted.
If the document expires or is voided before completion, you may no longer be able to access it. Please contact the sender for assistance.
Save Progress is available for your portion of the signing process. Access to the document and signing order will continue to follow the workflow configured by the sender.
The system may record Save Progress events for audit and tracking purposes. This helps provide visibility into document activity and supports compliance requirements.
A Send or Envelope Top-Up allows you to purchase additional send credits when you have used all the credits included in your current Entrepreneur, Business or Business Pro subscription.
You can purchase a send top-up at any time during your active subscription period.
No. A top-up simply adds extra send credits to your current subscription and does not change your plan or billing cycle.
Yes. Once the purchase is successful, the additional send credits are added to your account immediately.
No. Top-up send credits expire at the end of your current subscription period and do not carry over to the next billing cycle.
Your subscription renews as normal, and you receive the standard document allowance included in your subscription plan. Any unused top-up send credits from the previous billing period expire.
Yes. You can purchase additional top-up send credits whenever you need more credits during your current billing cycle.
No. Once purchased, top-up send credits are non-refundable and expire at the end of the current subscription billing period.
Send top-up credits are designed to provide additional capacity for the current billing cycle. This keeps subscription management and billing simple and ensures document allocations reset consistently with each renewal.
It links your PleaseSign account to your Xero organisation so you’re not keeping two separate contact lists. Once connected, you can bring your Xero contacts into your PleaseSign address book and pick them as recipients without retyping a name or email. Optionally, once a document is fully signed, PleaseSign can automatically drop a copy of it onto the matching Xero contact — so it’s filed in Xero without any extra steps on your end.
Go to Settings → Integrations and find Xero. Click Connect — you’ll be taken to Xero’s own login page, never a PleaseSign page. Sign in, choose which Xero organisation to connect if you have more than one, and review the access PleaseSign is requesting before approving it. You’ll land back in PleaseSign with a confirmation that you’re connected.
Two things gate it. First, your PleaseSign plan — Xero is only available on API and Enterprise plans, and you’ll see a message naming your current plan if it isn’t one of those. Second, the integration needs to be switched on for your organisation in the first place. If your plan qualifies and it’s still missing, ask whoever manages your PleaseSign account to check it’s been enabled.
Only the account Owner. Everyone else on the account can see whether Xero is connected and how it’s set up, but the buttons to change any of it are only shown to the Owner.
Your Contacts
Open the Xero card in Integrations and click Import Contacts. This is a one-off action that pulls in every active contact from your connected Xero organisation into your own address book. Imported contacts carry a small “Xero” badge wherever they appear, so they’re easy to tell apart from ones you added by hand. A contact needs both a name and an email address to come across — and it needs an email specifically before it can be picked as a recipient.
Yes, automatically. Once you’ve imported, PleaseSign checks Xero for changes every hour in the background — new contacts, updated emails, and anyone archived on the Xero side all flow through on their own. There’s nothing to click and nothing to remember to re-sync.
Not directly. Since Xero is re-checked every hour, any local edit would just be overwritten on the next sync — so PleaseSign doesn’t let you change one, or delete it one at a time. To clear out all of your imported Xero contacts at once (for example, before switching to a different Xero organisation), use Reset Imported Contacts in the Xero settings.
Yes, though it works separately from sharing contacts from your PleaseSign address book that you have added yourself. In the Xero settings, the Owner picks an access group, and everyone in that group can then see and use those Xero contacts in their own address book — they just can’t edit or remove them. This covers contacts already imported as well as anything synced afterwards.
Sending Documents
Yes. There’s an account-wide setting, “Send completed documents to Xero contacts,” that turns this on or off by default, and you can override it for an individual recipient when you’re adding them to a document — but only when that recipient was picked from a Xero contact in the first place. Once every recipient on the document has signed, PleaseSign uploads the finished PDF onto the matching Xero contact automatically, and notes what happened in the document’s activity log.
Two, both set by Xero rather than PleaseSign: a document larger than 10 MB won’t be uploaded, and Xero won’t accept more than 10 attachments total on one contact. If either limit is hit, it shows up as a recorded failure in the document’s activity log — it won’t fail silently.
Managing the Connection
Yes — disconnecting removes every contact PleaseSign imported from Xero out of your address book. Contacts you added yourself aren’t touched. Disconnecting also revokes PleaseSign’s access on the Xero side and turns the “send completed documents” setting back off. If you reconnect and import again later, your Xero contacts simply come back in fresh at that point.
This shows up when Xero can no longer renew PleaseSign’s access — usually because the connection sat unused for a long stretch, or access was revoked from inside Xero itself. While it’s in this state, syncing pauses. The Owner just needs to click Reconnect and sign in to Xero again; nothing from before is lost in the meantime.
It’s your personal list of saved contacts — name, email, and mobile number — that you can quickly pick from when sending a document, instead of typing someone’s details every time.
Go to the Address Book and click “Create contacts.” You can add up to 10 people at once — first name, last name, and email are required; mobile number is optional.
Both. You can add people yourself, but PleaseSign also saves recipient details automatically every time you send them a document — so your Address Book fills itself up over time as you use the platform.
When adding a recipient to a document, click the address book icon next to their name and pick someone from your list. Their name, email, and mobile number fill in automatically — no retyping.
Yes — click Edit on any contact you own to update their name, email, or mobile number.
Two reasons this happens: either the contact was shared with you by someone else on your team (only the original owner can edit or delete it), or it’s a contact imported from Xero (these sync automatically every hour, so editing them here would just get overwritten — remove them via “Reset Imported Contacts” in Xero settings instead).
It means that contact belongs to someone else’s Address Book and they’ve shared it with you so you can use it too. You can pick it when sending a document, but you can’t edit or remove it.
Select the contacts you want to share, choose a group, and everyone in that group will be able to see and use them. Note: sharing contacts is something only your enterprise account owner can do, up to 20 contacts per share.
If your enterprise’s Xero account is connected, the account owner can import all of Xero’s contacts into the Address Book from the Xero integration settings page by clicking “Import Contacts” — this is a one-time manual step, not something that happens automatically just from connecting. Once imported, these contacts are marked with a blue “Xero” badge and are kept in sync with Xero automatically every hour after that.
When this is turned on for a recipient, PleaseSign automatically attaches the final signed document to that person’s contact record in Xero once everyone has signed — so you don’t have to upload it there yourself. (Note: Xero limits contacts to 10 attachments / 10MB each, so very large files or heavily-attached contacts may not receive it.)
Connecting Xero, importing contacts, and managing sharing settings can only be done by your enterprise account’s owner — this keeps one person in control of what’s shared with your system. Once contacts are imported and shared, everyone on the team can use them as normal.
The Address Book is available on all paid plans. If you’re on an Access plan, you’ll see an upgrade prompt instead — upgrading unlocks it right away.
