Terms of Use

1. This Agreement

1.1 Who this agreement is between

These Terms of Use (the "Terms") are a binding agreement between you and OurEsign ("OurEsign," "we," "us," or "our").

They apply to you if you create an OurEsign account, are added to one by someone else, pay for a subscription, or use any part of the platform described below. In these Terms, "you" means both the business or organization that holds the account (the "Account Holder") and each individual person who signs in and uses it (each a "User"). Where an obligation can only sensibly apply to one of them, the text says which.

If you are accepting these Terms on behalf of a business, you confirm that you are authorized to bind that business, and "you" means that business.

1.2 What OurEsign is

OurEsign is a single service for getting documents signed and getting paid. Both are included; neither is bought separately. Together with the account features that support them — your team and their roles, branding, contacts, templates, activity history, billing, and support — we refer to all of this as the "Platform."

Some accounts also have access to calling, messaging, and contact records. These are not part of every account and are not sold as an add-on. Where your account has them, Schedule C applies to your use of them.

We add, change, and retire parts of the Platform over time; Section 3 explains how we handle that.

1.3 How this agreement is organized

This agreement has more than one part, because the tools above carry different obligations.

• These Common Terms apply to your account and to everything you do on the Platform.
• A Schedule applies on top of the Common Terms when you use the tool it covers. There are three: Schedule A (Signing), Schedule B (Invoicing and Payments), and Schedule C (Voice, Messaging and CRM).

You only need to read the Schedules for the tools you actually use. A Schedule takes effect automatically the first time you use the tool it covers, without any separate acceptance.

1.4 Other agreements that may apply to you

1.5 If two parts disagree

If a Schedule and these Common Terms conflict, the Schedule governs, but only for the tool it covers. If a written agreement signed by both you and us conflicts with either, that signed agreement governs. Otherwise the Common Terms govern.

1.6 How you accept these Terms

You accept these Terms by checking the box presented to you when you create an account or when we ask you to accept an updated version, and by continuing to use the Platform afterward.

We record the version you accepted, the account it was accepted for, and the date and time. If a User is added to an existing account, that User accepts these Terms on first sign-in, and the Account Holder remains responsible for that User's use of the Platform.

If you do not accept these Terms, do not use the Platform.

1.7 Work we do at your request

Much of what appears in your account is there because you asked for it. Document templates, layouts and field placement, branding, message wording, workflows, routing rules, integrations, and similar configuration are prepared, enabled, or adjusted at your request and to your specification. This is true whether you set them up yourself in the Platform or asked us to set them up for you.

Where we act on such a request, we are carrying out your instructions. You decide what a template says, which of your customers receives it, what it is used for, and whether it is appropriate and legally sufficient for that use. We do not review that content for accuracy, completeness, legal effect, or suitability for your business, your industry, or your jurisdiction, and nothing we prepare or enable at your request is legal, tax, financial, or compliance advice.

Any sample, starter, or example content we make available is a convenience only. It is a starting point for you to review and adapt, not a form we represent as fit for any particular purpose. Once you use it, it is your document.

Where these Terms say something is provided "at your direction," this Section 1.7 is what that means.

2. Your Account

2.1 Who can open an account

You may open an account only if you are at least 18 years old and able to enter into a binding contract. The Platform is built for businesses and is not intended for personal or household use.

One account represents one business. If you operate more than one business, each one needs its own account.

2.2 The information you give us

You agree to give us accurate information when you open your account and to keep it current. This matters more here than on most platforms: the business name on your account appears on documents you send for signature and on invoices you send for payment, and the people who receive them will rely on it to know who they are dealing with.

Some details — including your account name and the email address your account is registered under — cannot be edited directly, because changing them changes what your signers and customers see. You can request a change through the Platform or by contacting support, and we may ask you to verify the request before we make it.

2.3 Adding people to your account

The Account Holder can invite other people to the account and assign each of them a role. A role determines what that person can do — for example, whether they can only view activity or can also send documents on the account's behalf. The roles available may change as we add features.

The Account Holder can deactivate a person at any time, which removes their access while keeping the record of what they did. Deactivating someone does not undo anything they already did.

The Account Holder is responsible for everything done on the account, including by the people it invites. A document sent by someone you gave sending rights to is sent by you.

2.4 Keeping your account secure

Signing in to OurEsign uses a one-time code sent to the email address or phone number on the account, rather than a stored password. This has a consequence worth stating plainly: whoever controls that inbox or that phone can reach your account. Keeping them secure is your responsibility, and you should tell us promptly if either is compromised or if you lose access to the phone number on file.

The Platform also offers additional protections you can turn on, including a PIN required after sign-in and automatic locking after a period of inactivity. We recommend using them, particularly on shared or unattended computers, but whether to turn them on is your decision.

You agree not to share sign-in access or one-time codes with anyone. If someone else on your team needs access, invite them properly so their actions are recorded under their own name.

2.5 If we need to suspend access

We may suspend an account or an individual User's access without advance notice if we reasonably believe it is necessary to protect the Platform, your data, or other people — for example where an account appears to be compromised, is being used to send fraudulent documents, or is being used in a way that puts the service at risk.

We will tell you why as soon as we reasonably can, and we will restore access once the reason for the suspension is resolved. A suspension for security reasons is not a termination; Section 16 covers ending the agreement.

2.6 Accounts we provide at no charge

We sometimes provide accounts at no charge — for internal use, for testing, or by arrangement. These Terms apply to those accounts in full. We may change or withdraw a no-charge account at any time, and the protections in Section 17 that depend on fees paid are subject to the minimum amount stated there.

3. Changes

3.1 Changes to the Platform

The Platform changes continuously. We add tools, improve existing ones, change how things look and work, and occasionally retire features that are little used or that we can no longer support. You should expect the Platform you use in a year to differ from the one you use today.

Most changes are improvements and take effect without notice. Where we intend to remove a feature you actively rely on, or change one in a way that materially reduces what your plan provides, we will give you reasonable advance notice so you can adjust. What counts as reasonable depends on the change — retiring a rarely used setting is not the same as removing a tool you send documents through every day, and we will treat them differently.

3.2 Features marked as new, premium, or in testing

Some parts of the Platform are labelled to show that they work differently — for example that they cost extra, that they are newly released, or that they are still being tested. Anything presented as a trial, preview, beta, or early access is provided as-is and may be changed, limited, or withdrawn at any time. Do not use it for anything you cannot afford to have interrupted.

3.3 Changes to these Terms

We update these Terms from time to time — because the Platform changes, because the law changes, or because something turned out to need saying more clearly. Each version carries a version identifier, shown at the top of this page.

When we publish a material change, we will ask you to accept the new version the next time you sign in, in the same way you accepted this one. Your account continues to work while you decide, but we may limit sending or other actions until you accept. Minor changes — corrections, clearer wording, updated contact details — take effect when published, and we will not interrupt you for them.

We record which version you accepted and when. Continuing to use the Platform after a change takes effect means you accept it.

3.4 If you do not accept a change

If you do not want to accept an updated version of these Terms, you may stop using the Platform and close your account. If the change materially reduces what your paid plan provides and you close your account because of it, we will refund the unused portion of any fees you have already paid for that plan. Section 16 explains how to close an account and what happens to your data.

3.5 How we contact you about changes

We give notice through the Platform itself, by email to the address on your account, or both. It is your responsibility to keep that address current and to make sure messages from us are not filtered out. Notice sent to the address on your account is treated as received, whether or not anyone reads it.

4. Plans, Fees and Charges

4.1 One service, several plans

The Platform is sold as a single service. Sending documents for signature and issuing invoices are both included; they are not bought separately and there is no version of the service that has one without the other.

Plans differ in how much you can use it and how many people you can have on your account. The plans available, what each includes, and what each costs are shown on the Billing page in your account. That page forms part of this agreement, and the prices and limits shown there when you subscribe or renew are the ones that apply to you.

We may retire a plan. If we retire one you are on, you keep it on the same terms until you change plan or cancel — we will not move you to a different plan or a different price without your agreement.

4.2 What your plan includes

Your plan sets the number of documents you can send for signature in a month and the number of people who can use your account. Where something is described as unlimited, we do not apply a numeric cap, but Section 4.6 still applies.

Signature allowances reset at the start of each billing month and do not carry over — unused allowance is not refunded, credited, or banked. Your current usage is shown on the Billing page. When you reach a limit, the affected action stops until the next billing month or until you move to a plan with a higher limit. Anything already sent is unaffected; reaching a limit stops you starting something new, not finishing something in progress.

4.3 Trying the service before you pay

There are two stages, and they work differently.

Both stages are available once per business. We may withdraw or change either.

4.4 We take no commission on your invoice payments

4.5 Fees do not include tax

Prices shown do not include sales, use, or similar taxes. Where we are required to collect them, they are added to your charge. You are responsible for any taxes arising from your own use of the Platform and from the transactions you conduct through it.

4.6 Fair use of unlimited features

Where a plan describes something as unlimited, that means we do not apply a numeric cap. It does not mean unrestricted. We may act on use that is far outside normal patterns for the plan, or that affects the service for others, and we will contact you before doing so unless the situation requires otherwise.

4.7 Currency, payment method, and price changes

All amounts are in US dollars. You authorize us to charge the payment method on your account for subscription fees, taxes, and any other amounts due, and you agree to keep a valid payment method on file while your subscription is active.

We may change our prices. If a change increases what you pay, we will give you at least 30 days' notice before it applies to you, and it will take effect at your next renewal rather than immediately. If you do not want to pay the new price, you can cancel before it takes effect and you will not be charged it. The same applies if we introduce a charge that did not previously exist.

5. Renewal, Changes and Cancellation

5.1 Your subscription renews automatically

Your subscription runs for the period you selected — normally one month — and renews automatically for the same period at the end of it. Each time it renews, we charge the payment method on your account at the price then in effect for your plan. This continues until you cancel.

We will send a receipt to the email address on your account after each charge. You can see your renewal date, your current plan, and your past invoices on the Billing page at any time.

5.2 Moving to a different plan

You can move to a higher plan at any time. The change applies immediately, and we charge the difference for the remainder of your current billing period.

You can move to a lower plan at any time as well. That change takes effect at your next renewal, not immediately, so you keep what you have already paid for until the period ends. Before you downgrade, check the limits of the plan you are moving to — if you have more people on your account than the lower plan allows, you will need to remove some before the change takes effect.

5.3 If a payment fails

If we cannot charge your payment method, we will tell you and try again over the following days. During that time your account stays open and a notice appears in the Platform asking you to update your payment details.

If payment still has not succeeded after we have tried for a reasonable period, we may restrict the account — typically by stopping new sends, new invoices, and other outbound actions while leaving your existing records readable. If the balance remains unpaid, we may suspend or close the account under Section 16.

5.4 Cancelling

You can cancel at any time, for any reason, without giving us a reason.

To cancel, submit a cancellation request from the Billing page in your account. Your cancellation is effective when you submit that request — not when we acknowledge it, respond to it, or process it. We will confirm it by email, normally within one business day.

Once you have submitted a cancellation request, we will not charge you again. If a renewal charge is taken after your request because of timing, we will refund it.

Cancelling stops future charges. It does not refund the current period — your subscription stays active until the end of the period you have already paid for, and you keep full access until then.

5.5 What happens to your data when you cancel

After your subscription ends, you have 30 days to sign in and export your documents, invoices, contacts, and activity history. We recommend doing this before you cancel rather than after.

After that window closes, we delete your documents and their contents. We keep a limited record of the transactions completed through your account — Section 15 sets out exactly what is retained, why, and for how long. That record does not include the contents of your documents.

5.6 Refunds

Subscription fees are generally not refundable, and we do not refund partial months or unused allowance. There are three exceptions, and in each of them we refund without requiring you to ask twice:

• A renewal charged after you submitted a cancellation request.
• A charge made in error, including duplicate charges and charges to an account that had already been closed.
• The unused portion of your plan where you cancel because we materially reduced what it provides, as described in Section 3.4.

Nothing in this Section limits any refund right you have under applicable law.

6. Acceptable Use

6.1 The general rule

Use the Platform for your own legitimate business, with people who expect to hear from you, for purposes that are lawful where you and they are. Most of what follows is detail on that one sentence.

These rules apply to the Account Holder and to everyone on the account. They apply to documents, invoices, calls, messages, contact records, uploaded files, and anything else you put into or send through the Platform.

6.2 Be who you say you are

This matters more on this Platform than on most, because the whole point of it is that the other side can rely on what they receive.

You must not send a document, invoice, message, or call that misrepresents who it is from. You must not impersonate another business or person, use a name or logo you are not entitled to use, or set up your account or branding so that recipients believe they are dealing with someone else. You must not send a document to a signer under a false pretext, misstate what a document is, or conceal what someone is being asked to agree to.

You must not sign, or arrange for someone to sign, in another person's name without that person's authority — and where you sign under a power of attorney or similar authority, you must have it and be able to produce it.

6.3 Send to people who expect to hear from you

You must have a legitimate reason to contact each person you send to, and the contact details you use must be ones you obtained properly. You must not use the Platform for unsolicited bulk email, unsolicited marketing calls or texts, or to contact people who have asked you to stop.

Calls and text messages carry their own rules, including rules on consent and on recording, and those rules differ depending on where the person you are contacting is located. Schedule C sets out what you are responsible for there. If you use the Platform to call or message, read it.

6.4 What you must not put into the Platform

You must not upload, send, store, or transmit:

• Anything unlawful, fraudulent, or intended to deceive.
• Anything you do not have the right to use, including content that infringes someone else's copyright, trademark, or other rights.
• Malware, or anything designed to damage or interfere with software or systems.
• Information about children collected in a way that breaks the rules that apply to it.
• Payment card numbers, government identification numbers, or health information entered into places not designed to receive them. Where a tool is built to collect a specific kind of sensitive information, use that tool rather than typing it into a free-text field.

6.5 Do not interfere with the Platform

You must not attempt to gain access to parts of the Platform you have not been given access to, to another account, or to data that is not yours. You must not probe or test our security without our written permission, work around limits or metering, reverse engineer the Platform, or use automated means to extract data from it beyond the export tools we provide.

You must not place a load on the Platform that interferes with its operation for others. If you need high volume or programmatic access, use the interfaces we provide for it — Schedule A covers those.

6.6 Telling us about problems

If you become aware that your account has been used in a way that breaks these rules — by someone on your team, by someone who gained access, or by mistake — tell us promptly through the Support Center. We would much rather hear it from you.

6.7 If these rules are broken

We may investigate suspected breaches and take action proportionate to what we find. That can include asking you to stop, removing or disabling specific content, restricting a feature, suspending an account under Section 2.5, or closing it under Section 16. Where the breach is serious, involves fraud, or puts other people at risk, we may act immediately and without notice.

We do not routinely monitor or review what you send. Reviewing content when a specific concern is raised does not mean we review it generally, and nothing in this Section makes us responsible for what passes through the Platform.

7. Your Content and Our Platform

7.1 What you put in stays yours

Everything you bring to the Platform or create in it remains yours. That includes the documents you upload, the templates you build, your invoices, your contacts, your branding, and the completed documents that result. We claim no ownership of any of it.

We refer to all of this as "Your Content."

7.2 The permission we need to run the service

To operate the Platform we need your permission to handle Your Content — a document does not reach a signer by itself. You give us permission to host, store, copy, transmit, display, reformat, and back up Your Content, and to make the derived copies the service requires, such as a page preview, a stamped final PDF, or a completion certificate.

This permission is limited to operating, securing, and supporting the Platform for you. It is not a general licence, it gives us no right to use Your Content for our own purposes, and it lasts only as long as we hold the content. When Your Content is deleted, it ends.

7.3 Your branding

The Platform lets you add your business name, logo, colours, and a message that appears in emails to your signers. By adding them, you confirm you have the right to use them, and you give us permission to display them to the people you send to and in the records we generate for you.

We show that a document was sent using OurEsign. You can present your own branding alongside that, but you may not remove or obscure it or present the Platform as your own product, unless we have agreed otherwise in writing.

7.4 The Platform stays ours

The Platform itself — the software, its design, our name and logo, and everything we build to make it work — belongs to us and to the people who license parts of it to us. Your subscription gives you the right to use the Platform under these Terms while your subscription lasts. It does not transfer any ownership, and any rights not expressly given here are reserved.

7.5 Sample and starter content

Where we provide sample templates, standard layouts, or example wording, you may use and adapt them for your own business, and anything you build from them is yours under Section 7.1. You may not redistribute them as a product of their own or offer them to others as a competing service. Section 1.7 explains the limits of what such content is.

7.6 Suggestions you send us

If you tell us how the Platform could be better, we may use that freely and without obligation to you. This covers ideas and feedback only — it does not touch Your Content, and it gives us no rights to your documents, data, or business information.

7.7 Reports of infringement

If you believe something on the Platform infringes your rights, contact us at support@ouresign.com with enough detail to identify the material and your claim. We will review it and respond appropriately, which may include removing the material and, where a pattern emerges, closing the account responsible.

8. Privacy and Data

8.1 Our Privacy Policy

Our Privacy Policy explains what personal information we handle, why, who we share it with, and what choices people have. It forms part of this agreement. This Section explains something the Privacy Policy does not: how responsibility for personal information is divided between you and us.

8.2 Who decides what, and why it matters

Privacy law distinguishes between the party that decides what personal information is collected and why, and the party that simply handles it on instructions. Both of us occupy both positions, depending on which information is in question.

8.3 What we do with the information you put in

We handle the personal information in Your Content only to provide the Platform to you, to keep it secure, to support you when you ask, and where the law requires. We do not sell it, we do not share it for advertising, and we do not use it for our own purposes. Section 7.1 states our position on AI training.

We use other companies to run parts of the Platform — for hosting, sending email and text messages, processing payments, and similar functions. They are bound to handle the information only as needed to provide their service to us. Our Privacy Policy identifies them.

8.4 What you are responsible for

Because you decide what goes into the Platform, several things are yours to get right:

• Having a lawful basis to collect and use the personal information you put in, and telling the people it concerns what you are doing with it.
• Obtaining any consent that is required — including consent to transact electronically where a consumer is involved, and consent to call, message, or record where those apply.
• Deciding how long you need to keep records, and meeting any retention rules that apply to your industry. We do not know what those are for your business.
• Responding to people who ask you about their own information, as described in Section 8.6.

8.5 Regulated and sensitive information

Some kinds of information need arrangements we may not have in place. Do not put protected health information governed by HIPAA into the Platform unless we have signed a written agreement covering it. If your business needs a specific written arrangement — a data processing agreement, a vendor security commitment, or similar — contact us at support@ouresign.com and we will work through it with you.

8.6 When someone asks about their information

People have rights over their own information, including the right to ask what is held and to ask for it to be corrected or deleted.

If someone contacts you about information in your account, that is yours to answer, and the Platform gives you the tools to do it. If someone contacts us about information that sits in your account, we will normally direct them to you and tell you they approached us, rather than acting on it ourselves. We will not delete or change your records because a third party asked us to, unless the law requires it.

8.7 The record we keep after you leave

When your account closes we delete your documents and their contents, as Section 5.5 describes. We keep a limited record of the transactions completed through your account: which document was sent, to whom, when, from which address and device, how the person was verified, and what they did. We do not keep the contents of the document.

We keep this because a completed document may need to be relied on years after it was signed, and by people who were never your customer or ours. If a signature is questioned, this record is what establishes that it happened, when, and by whom. Deleting it would leave the parties to a document with no way to prove their own agreement.

We use this record only to confirm the details of a transaction to a party to it, or where the law requires. We do not use it for any other purpose.

8.8 Security

We take reasonable and appropriate measures to protect the Platform and the information in it, including encryption in transit and at rest, access controls, and monitoring. No system is completely secure, and we do not promise that the Platform cannot be compromised.

If we become aware of a security incident affecting your information, we will tell you without undue delay and give you the detail you need to meet your own notification obligations. Where a notice has to go to the people affected, that is normally yours to send, because they are your customers and you hold the relationship — but we will support you in doing it.

9. Other Services

9.1 Services we use to run the Platform

The Platform depends on other companies — for hosting and storage, for delivering email and text messages, for processing payments, and for handling calls. We choose them, we are responsible for our use of them, and our Privacy Policy identifies who they are.

We may change these providers. Where a change affects how the Platform works for you, Section 3.1 applies.

9.2 Services you connect

Some features work only after you connect an account you hold with another company — most obviously a payment account, without which the Platform cannot collect money on your invoices.

When you connect such an account, you enter into a separate agreement with that provider. That agreement is between you and them, not with us. Their rules apply to you directly: they decide whether to accept you, what they charge, when they release funds, how they handle disputes and chargebacks, and whether to suspend or close your account with them. We cannot override any of those decisions, reverse them, or make funds available that the provider is holding.

9.3 Connecting other software to your account

You may connect other software to your OurEsign account, whether built by us, by you, or by someone else. When you do, that software acts with the permissions you gave it, and anything it does in your account is treated as done by you.

This has a practical consequence worth stating clearly. If another system you use sends a document for signature through your OurEsign account, that document was sent by you, on your instruction, even though no one on your team clicked send. You are responsible for what the connected system does, for keeping its access credentials secure, and for disconnecting it when you no longer use it.

9.4 Software and integrations built by others

Where you use software built by someone other than us to work with the Platform, we do not control it, have not reviewed it, and are not responsible for it — including for what it does with your data once it has access. Whether to trust it is your decision, and you should read its terms and privacy policy before connecting it.

We may block a connection that appears to be unsafe, is affecting the Platform, or is being used in breach of Section 6.

9.5 We are not responsible for other companies' services

We are not liable for the acts, omissions, availability, security, pricing, or decisions of companies whose services you connect to, or of software built by others. If one of them causes you a loss, your remedy is with them.

This does not affect our own responsibilities under this agreement, including our responsibility for the providers we choose to run the Platform under Section 9.1.

9.6 Links

The Platform may link to websites we do not run. We provide those links for convenience and do not endorse or take responsibility for what is on them.

10. Support and Availability

10.1 Getting help

Support is included with every plan at no extra charge. You can reach us through the Support Center in your account or by email at support@ouresign.com.

We aim to respond to every request within one business day, and faster where something is broken and blocking you from working. Requests are handled in the order they arrive, weighted by how badly the problem is affecting you.

10.2 What support covers

We will help you use the Platform, investigate anything that looks like it is not working properly, and fix problems on our side. We will also help you find your way around a feature you have not used before.

Support does not extend to advising you on the content of your documents, whether a document is suitable for your purpose, or whether what you are doing meets the rules that apply to your business. Section 1.7 explains why. It also does not cover problems in software or services we did not build, or in your own equipment, network, or email.

10.3 Availability

We want the Platform available whenever you need it, and we work to keep it that way. We do not promise uninterrupted or error-free service, and we do not offer a specific uptime figure or service credits.

We would rather say that plainly than publish a number we cannot stand behind. Interruptions happen — through maintenance, faults, problems at a provider we depend on, or events outside anyone's control. When they do, our commitment is to restore service as quickly as we reasonably can and to tell you what happened.

10.4 Maintenance

We update the Platform regularly. Most updates happen without any interruption. Where maintenance requires downtime and we can plan it, we will give you advance notice through the Platform or by email and schedule it outside normal business hours where practical.

Sometimes we have to act immediately — to close a security hole, or to stop a fault causing damage. In those cases we may make changes without notice, and we will tell you afterward.

10.5 If something goes wrong with a document

If a technical problem on our side affects a document you have sent — it fails to deliver, displays incorrectly, or does not complete properly — tell us and we will investigate and correct what we can. Where a document was affected, we will help you understand what happened and what the records show.

What we cannot do is recreate a signature, an intention, or an agreement. If a transaction has to be redone, that is between you and the other party, and Section 17 sets out the limits of our responsibility for the consequences.

11. Communications and Notices

11.1 You agree to deal with us electronically

You agree that we may communicate with you electronically — through the Platform, by email to the address on your account, and by text message to the number on your account — and that anything we send this way meets any requirement that it be in writing.

This agreement itself was accepted electronically. So is every change to it, every receipt, every notice, and every security code that lets you sign in.

11.2 What we send you

Some messages are part of the service and cannot be turned off while your account is open: sign-in codes, security alerts, billing receipts and payment failures, notices about changes to these Terms, and messages about something affecting your account.

Other messages — product announcements, tips, and offers — are optional. You can opt out of those at any time using the link in the message or through your account settings, and doing so has no effect on your service.

11.3 Text messages

If you give us a mobile number, you agree we may text you at it for the purposes in Section 11.2. Message frequency varies. Message and data rates may apply, and those are between you and your carrier.

You can stop non-essential texts by replying STOP. Sign-in codes are not marketing, and stopping them means you will need to use email to sign in instead. Reply HELP for assistance, or contact support@ouresign.com. Carriers are not liable for delayed or undelivered messages.

11.4 Notice is effective when sent

A notice we send to the email address on your account is effective when sent, whether or not you read it. A notice we post in the Platform is effective when posted.

Keeping your contact details current is your responsibility, and so is making sure messages from us are not blocked or filtered. If you stop receiving email from us, check that first — spam filtering is the most common cause, and it does not extend a deadline or excuse a missed notice.

11.5 How to send us a formal notice

For everyday matters, use the Support Center or support@ouresign.com.

Where these Terms require formal written notice — including anything relating to a dispute under Section 19 — send it to support@ouresign.com with "Legal Notice" in the subject line, and by post to:

OurEsign — Legal Notices
1412 Main Street, Suite 620
Dallas, TX 75202

A notice to us is effective when we receive it.

12. Confidentiality

12.1 What this covers

Each of us may learn things about the other that are not public. For you, that is Your Content and the information in your account. For us, it is the non-public parts of how the Platform works — including anything you see through early access to a feature, and any pricing or terms we agree with you that differ from those published.

Each of us agrees to protect the other's confidential information with at least the care we use for our own, to use it only for the purposes of this agreement, and to share it only with people who need it and are bound to keep it confidential.

12.2 What this does not cover

These obligations do not apply to information that is already public, becomes public through no fault of the receiving party, was already known without a duty of confidence, is received legitimately from someone else, or is developed independently.

12.3 When we are required to hand something over

Because completed documents can matter in a dispute, we expect to receive subpoenas, court orders, and similar demands for records held in tenant accounts. This will not always involve you as a party — it may come from the other side of a transaction, from a regulator, or from someone else entirely.

When that happens:

• We will tell you before we produce anything, and give you a reasonable opportunity to object or seek a protective order — unless we are legally barred from telling you, or the demand concerns an emergency involving a risk to someone's safety.
• We will produce only what the demand actually requires, and we will not volunteer more.
• We will not take a position in your dispute. Producing a record is not us taking a side.

Responding to a valid legal demand does not breach this Section. We are not obliged to challenge a demand on your behalf, though we may object where it is plainly overbroad or improper. If you want a demand contested, that is for you and your attorney, and we will cooperate reasonably with a protective order you obtain.

12.4 How long this lasts

These obligations continue for as long as the information stays confidential, and they survive the end of this agreement.

12.5 Talking about the relationship

Neither of us will use the other's name or logo publicly without permission. If you would be willing to be named as a customer, tell us — and if you have agreed and later change your mind, tell us and we will stop.

13. What Each of Us Stands Behind

13.1 What you confirm to us

By using the Platform you confirm that:

• You have the authority to enter into this agreement and, where you accepted on behalf of a business, to bind it.
• You have the right to use the content, branding, and contact information you put into the Platform.
• You have a lawful basis for contacting the people you contact, and you have obtained any consent required for what you are doing.
• Your use of the Platform complies with the laws and rules that apply to your business.
• The information you give us is accurate, and you will keep it that way.

13.2 What we commit to

We commit that we will provide the Platform with reasonable skill and care, that we have the right to provide it to you, and that we will not knowingly introduce malicious code into it.

If we fail to meet that standard, tell us. We will investigate, and where the problem is on our side we will work to correct it. That is your primary remedy, and Section 17 sets the limits of what else we may owe.

13.3 What we do not promise

13.4 Where the law gives you rights we cannot exclude

Some jurisdictions do not allow certain warranties to be excluded. Where that applies to you, the exclusions above apply only to the extent permitted, and nothing in these Terms removes a right you have that cannot be waived.

14. Covering Each Other's Claims

14.1 The idea behind this Section

Documents sent through the Platform go to people who are not party to this agreement — your customers, your signers, the other side of your transactions. If one of them brings a claim, it matters who answers for it. The general principle is that each of us answers for what we control.

14.2 Claims arising from how you use the Platform

You will defend us against claims brought by someone else arising from your use of the Platform, and pay any damages or costs finally awarded or agreed in settlement. This covers claims about:

• What your documents, invoices, messages, or calls contained, or what they were used for.
• A transaction you conducted through the Platform, including a dispute with a signer or customer about it.
• Contacting someone without a lawful basis or a required consent, including under rules on calling, texting, or recording.
• Content, branding, or contact information you used without the right to use it.
• Your breach of Section 6, or of your confirmations in Section 13.1.
• Anything done in your account by someone you gave access to, or by software you connected.

14.3 Claims that the Platform infringes someone's rights

We will defend you against a claim that the Platform itself infringes someone else's copyright, trademark, patent, or trade secret, and pay damages or costs finally awarded or agreed in settlement.

If such a claim arises, we may modify the Platform so it no longer infringes, obtain the right to keep providing it, or — if neither is reasonably available — end the affected part of the service and refund the unused portion of what you paid for it.

This does not apply where the claim arises from Your Content, from your use of the Platform in breach of these Terms, from combining the Platform with something we did not supply, or from a modification you or someone else made.

14.4 How this works

If either of us wants to rely on this Section, the party seeking cover must tell the other promptly once it knows of the claim, let that party control the defense and any settlement, and cooperate reasonably. Delay in giving notice releases the other party to the extent the delay caused harm.

The party controlling a defense may not settle in a way that admits fault by the other party, or requires it to pay or do something, without that party's written agreement. Either of us may take part in a defense at our own cost with our own counsel.

14.5 Limits

Section 17 applies to this Section, including to the infringement cover in Section 14.3. Nothing here requires either of us to cover a claim caused by the other's own fraud or willful misconduct.

15. Keeping and Deleting Records

15.1 While your account is open

We keep your documents, invoices, contacts, and activity history for as long as your account is open, so they are there when you need them. We do not delete your records on a schedule of our own.

15.2 Deleting things yourself

You can delete documents and other items from your account at any time. Deleted items move to the recycle bin, where you can restore them. Items left in the recycle bin are removed permanently after a period shown in the Platform, and once that happens we cannot recover them.

Deleting a document removes the document. It does not remove the record that it was sent and what happened to it — Section 15.4 explains why.

15.3 After your account closes

You have 30 days from the day your account closes to sign in and export your records. During that window your data is available to download but the account is otherwise inactive.

After 30 days we delete your documents and their contents, your uploaded files, your templates, your contacts, and your invoices. This is not reversible.

15.4 The record we keep

After the deletion described above, we keep a limited record of each completed transaction. It contains:

We keep this because an executed document may need to be relied on long after it was signed, and by people who were never your customer or ours. If a signature is later questioned, this record is what shows it happened, when, and by whom. We use it only to confirm the details of a transaction to someone who was a party to it, or where the law requires. We do not use it for anything else, and we do not sell or share it.

15.5 Backups

We keep backups so we can recover from a failure. Deleted data may remain in a backup for a period after it has been removed from the live Platform, and is deleted as those backups age out. We do not restore individual items from backups on request, and backup copies are not a way to recover something you deleted.

15.6 When we are required to preserve something

If we are required by law, by a court, or by a regulator to preserve records, we will do so for as long as required, even where they would otherwise have been deleted under this Section. Where we are permitted to tell you, we will. Section 12.3 covers how we handle demands for records.

15.7 Your own retention obligations are yours

Many businesses must keep records for a set period — motor vehicle dealers, childcare providers, and anyone extending credit among them. Those requirements apply to you, not to us, and the periods differ by industry and by state.

Do not treat the Platform as your system of record for compliance purposes without deciding that deliberately. Export and keep your own copies of anything you are required to retain, and do not rely on us holding it for a period we have not committed to.

16. Suspension and Ending the Agreement

16.1 You can leave whenever you want

You may cancel your subscription or close your account at any time, for any reason. Section 5.4 explains how, and Section 15.3 explains what happens to your records afterward.

16.2 When we may suspend access

We may suspend an account, a User, or a particular feature where:

• An account appears to be compromised or is being used fraudulently.
• Use of the Platform is putting the service, its security, or other people at risk.
• Payment is overdue after we have tried and told you, as Section 5.3 describes.
• We reasonably believe Section 6 is being breached.
• The law or a regulator requires it.

We will tell you why as soon as we reasonably can, and we will lift the suspension once the cause is resolved. Where we can address a problem with something narrower than a suspension — disabling one feature rather than the account — we will.

16.3 When we may end the agreement

We may close an account and end this agreement where:

• You materially breach these Terms and do not fix it within 30 days of us telling you, where it can be fixed.
• The breach cannot be fixed, or involves fraud, or puts other people at serious risk — in which case we may act immediately.
• An account has been suspended for non-payment and remains unpaid for 60 days.
• An account has been inactive for a long period and has no subscription, after we have tried to reach you.

We do not close paying accounts without cause, and we do not close them for raising a complaint, disputing a charge, or disagreeing with us.

16.4 Documents already sent

16.5 What happens when the agreement ends

Your right to use the Platform stops. You have 30 days to export your records under Section 15.3. Fees already paid are not refunded except as Sections 3.4 and 5.6 provide, and any amounts you owe become due.

16.6 If we discontinue the Platform

If we decide to stop offering the Platform, or a part of it, we will not simply switch it off. We will give you at least 90 days' notice, keep the service running so you can export everything during that time, and refund the unused portion of any fees you have paid.

Where a whole service is ending, we will make export tools available that produce your documents and records in a form you can keep and read without us — not a format that only works inside our Platform.

16.7 What survives

Ending this agreement does not end everything in it. The following continue: Section 7 on ownership, Section 8.7 and Section 15.4 on the record we retain, Section 12 on confidentiality, Section 13.3 on what we do not promise, Section 14 on covering claims, Section 17 on limits of responsibility, Section 19 on resolving disputes, and any payment obligation that arose before the agreement ended.

17. Limits on What Either of Us Owes

17.1 Why this Section exists

A single document sent through the Platform can carry a transaction worth far more than you pay us in a year. A subscription costing a few hundred dollars annually cannot carry open-ended responsibility for the transactions it helps you complete. This Section sets where that responsibility stops. Our pricing reflects it, and you should read it before relying on the Platform for anything you could not afford to have go wrong.

17.2 Losses neither of us can claim from the other

17.3 The overall limit

Each party's total liability arising out of or relating to this agreement is limited to the greater of:

• the total fees you paid us in the 12 months before the event giving rise to the claim; or
• one hundred dollars ($100).

This limit is the aggregate across all claims, not per claim. It applies equally to both of us.

17.4 A higher limit for security incidents

Where a claim arises from a failure of our security that results in unauthorized access to personal information we hold for you, the limit in Section 17.3 is replaced by the greater of three times the fees you paid us in the preceding 12 months, or ten thousand dollars ($10,000).

17.5 What these limits do not cover

Nothing in this Section limits:

• Your obligation to pay fees, commission, and other amounts you owe us.
• Liability for fraud or willful misconduct.
• Liability for death or personal injury caused by negligence.
• Any liability that cannot be limited under applicable law.

17.6 Signers and other recipients

Where a person receives a document through the Platform and has not paid us anything, our total liability to that person is limited to one hundred dollars ($100), subject to the exclusions in Section 17.5. The Signer Terms set this out to them directly.

17.7 The value of a transaction does not change these limits

These limits apply regardless of what the document was worth. If a fault on our side affects a document recording a transaction worth fifty thousand dollars, our responsibility is still bounded by Section 17.3. The value of your transaction is not a measure of what we were paid to handle it, and it does not become one because something went wrong.

17.8 This allocation is part of the deal

These limits are a fundamental part of the agreement between us. Our pricing is set on the basis of them, and without them the Platform would not be offered at these prices. They apply even where a limited remedy in these Terms turns out not to make you whole.

17.9 Where the law does not allow these limits

Some jurisdictions do not allow certain limitations. Where that applies to you, these limits apply to the fullest extent permitted, and the rest of this Section continues to apply.

18. General

18.1 Transferring this agreement

You may not transfer this agreement or your account to anyone else without our written permission, which we will not withhold unreasonably. We may transfer it to a company that acquires our business or the part of it that runs the Platform, or to an affiliate, on notice to you.

18.2 Events outside our control

Neither of us is responsible for failing to meet an obligation because of something genuinely outside our reasonable control — including failures of internet, power, or telecommunications infrastructure, failures at a provider we depend on, natural disasters, fire, flood, epidemic, war, civil unrest, labor disputes, or acts of government.

This does not excuse a payment obligation, and it is not a way to avoid a commitment we simply found inconvenient. If such an event affects the Platform, we will tell you what is happening and work to restore service.

18.3 If part of this agreement is unenforceable

If a court finds any part of these Terms unenforceable, that part is limited or removed to the minimum extent necessary, and the rest continues in force.

18.4 Not enforcing something does not waive it

If either of us does not enforce a right straight away, that does not mean it has been given up. A waiver counts only if it is in writing.

18.5 We are not partners

This agreement does not make either of us the other's agent, partner, employee, or joint venturer. Neither of us may commit the other to anything.

This matters in one specific way. We are not a party to the agreements you make with the people you send documents to. We provide the means by which those agreements are signed and recorded. If a document names us, it names us as the service used, not as a party to it.

18.6 No one else can enforce this agreement

These Terms are between you and us. No one else can enforce them, except that Section 17.6 sets a limit that applies for the benefit of people who receive documents through the Platform.

18.7 This is the whole agreement

These Terms, the Schedules that apply to you, the Privacy Policy, and the Billing page in your account are the entire agreement between us about the Platform. They replace anything said or written beforehand — including anything in our marketing, a sales conversation, a support ticket, or a proposal — unless we have signed a separate written agreement with you, in which case Section 1.5 governs which prevails.

18.8 Language and headings

These Terms are written in English. Where we provide a translation for convenience, the English version governs if there is any difference. Headings are for navigation and do not affect meaning.

18.9 Interpretation

"Including" means "including but not limited to." References to a Section include its subsections. Where these Terms could be read more than one way, they are not to be construed against either of us merely because we drafted them.

19. Resolving Disputes

19.1 Talk to us first

Most problems are misunderstandings, and almost all of them can be sorted out by talking. Before starting arbitration or a court case, tell us what the problem is by sending a written notice to support@ouresign.com with "Legal Notice" in the subject line, describing what happened and what you want. If we have a dispute with you, we will do the same.

Neither of us may start arbitration or a lawsuit until 60 days after that notice, so there is time to resolve it. If we settle it in that period, nothing further is needed.

19.2 Which law applies

This agreement is governed by the laws of the State of Texas, without regard to conflict of law rules. The Federal Arbitration Act governs Section 19.3.

19.3 Arbitration

If a dispute is not resolved under Section 19.1, it will be settled by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, before a single arbitrator.

The arbitrator decides all issues, except that a court decides whether Section 19.5 is enforceable. The arbitrator's award is final, and judgment on it may be entered in any court with jurisdiction.

19.4 Where and how arbitration happens

You should not have to travel far to bring a claim against us. Arbitration will be conducted:

• by documents only, where the amount in dispute allows it under the applicable rules;
• by telephone or video, where either of us asks for a hearing; or
• in person in Dallas County, Texas, or in the county where your business is located, whichever you choose.

Where your claim is for twenty-five thousand dollars ($25,000) or less, we will pay the filing and administrative fees charged by the arbitration provider, unless the arbitrator finds the claim was frivolous. Otherwise, fees are allocated under the applicable rules. Each of us pays our own attorneys' fees unless the arbitrator awards them.

19.5 No class actions

Any arbitration or court proceeding will be brought only in an individual capacity. Neither of us may bring a claim as a plaintiff or class member in a class, collective, consolidated, or representative action, and the arbitrator may not consolidate more than one person's claims or preside over any representative proceeding.

If this Section 19.5 is found unenforceable as to a particular claim, that claim is removed from arbitration and heard in court, and the rest of Section 19 continues to apply to everything else.

19.6 How to opt out

You may opt out of Section 19.3 and Section 19.5 by telling us within 30 days of first accepting these Terms. Send an email to support@ouresign.com with "Arbitration Opt-Out" in the subject line, stating your account name and that you are opting out. That is all that is required — you do not need to give a reason.

If you opt out, disputes are resolved in the courts described in Section 19.8, and you keep your right to a jury trial and to participate in a class action. Opting out has no effect on your account, your pricing, or the service you receive, and we will not treat you differently for it.

19.7 What is not covered

Either of us may bring a claim in small claims court if it qualifies. Either of us may also ask a court for an injunction or similar urgent relief to protect intellectual property, confidential information, or the security of the Platform, without first going through Sections 19.1 or 19.3.

19.8 Courts

Where a dispute is not subject to arbitration — because you opted out, because it falls under Section 19.7, or because arbitration is found not to apply — it will be brought in the state or federal courts located in Dallas County, Texas, and both of us consent to the jurisdiction of those courts.

19.9 Time limit

Any claim arising out of this agreement must be brought within one year after it arose, or it is permanently barred, except where a longer period is required by law.

20. Definitions

These are the terms used throughout this agreement. Where a Schedule defines a term for its own purposes, that definition applies within that Schedule.

Account Holder

The business or organization that holds an account. The Account Holder is responsible for everything done on the account, including by its Users and by any Connected System. Section 1.1

At your direction

Describes anything prepared, enabled, configured, sent, stored, or deleted because you asked for it or instructed it, whether you did it yourself or asked us to do it. Where something is provided at your direction, you decide what it contains, what it is used for, and whether it is appropriate for that use, and we do not review or assess it. Section 1.7

Billing page

The page in your account showing your plan, your usage, the plans available, the prices and limits that apply to them, and the commission rate on collected payments. It forms part of this agreement.Section 4.1

Common Terms

This document, which applies to your account and to all use of the Platform. Section 1.3

Completion certificate

The record we generate for a completed Document, describing what happened to it — who received it, what each recipient did, when, and how each was verified. Schedule A describes what it contains.Schedule A

Connected System

Software connected to your account that can act in it, whether built by us, by you, or by someone else. What a Connected System does in your account is treated as done by you. Section 9.3

Document

A file you send through the Platform for signature, review, or acknowledgment, together with the fields placed on it and anything entered into them.

Platform

The OurEsign service in its entirety — the account layer and all the tools available through it, including signing, invoicing, voice, messaging, contacts, activity history, billing, support, and the referral program — as it exists from time to time. Section 1.2

Privacy Policy

Our published policy describing what personal information we handle and why. It forms part of this agreement.Section 1.4

Retained transaction record

The limited record of a completed transaction that we keep after a Document is deleted or an account closes. Section 15.4 states exactly what it contains and what it excludes. Sections 8.7 and 15.4

Schedule

A set of additional terms applying to a particular tool, which takes effect when you use that tool. Schedule A covers signing, Schedule B covers invoicing and payments, and Schedule C covers voice, messaging and CRM.Section 1.3

Signer

A person who receives a Document through the Platform, whether they sign it, decline it, or only view it. Signers accept the Signer Terms directly and are not bound by these Common Terms. Section 1.4

Signer Terms

The separate terms that apply between us and a Signer. Section 1.4

Terms

These Common Terms together with every Schedule that applies to you, the Privacy Policy, and the Billing page.Section 1.1

User

An individual person who signs in to an account, including the Account Holder's own staff and anyone else it invites.Section 1.1

You

The Account Holder and each User. Where an obligation applies to only one of them, the text says which.Section 1.1

Your Content

Everything you bring to the Platform or create in it — Documents, templates, invoices, contacts, branding, messages, and the completed records that result. It remains yours. Section 7.1

21. Electronic Signatures and Records

21.1 The framework this rests on

Federal law and Texas law both provide that a signature, contract, or record is not invalid merely because it is electronic. That principle is what makes the Platform useful. It is also narrower than it sounds, and this Section explains where the boundaries are.

Those laws set conditions. Broadly, the person signing must intend to sign, must have agreed to do business electronically, must be identifiable as the source of the signature, and must be able to retain a copy of what they signed. Meeting those conditions is a matter of how a transaction is conducted, not of which software was used.

21.2 What the Platform does

The Platform provides the means to conduct a transaction electronically and records what happened. Specifically, it:

• presents the document to each recipient and requires a deliberate action to sign it;
• verifies that the recipient could access the email address or phone number you supplied;
• records what each recipient did and when, together with the address, device, and network details observed at the time;
• produces a final document and a completion certificate describing that history; and
• stores the result so it can be retrieved and downloaded.

21.3 What the Platform does not do

21.4 What verification establishes

The Platform verifies that whoever completed a signing had access to the email address or phone number you provided. That is meaningful evidence and it is what the completion certificate records.

It is not proof of identity. It does not establish that the person was who you believed them to be, that they had authority to sign for a business, or that they understood what they signed. Where a transaction needs more assurance than that, you should obtain it by other means before sending.

21.5 Keeping the record intact

We take reasonable measures to keep completed documents and their records accurate and unaltered, and to make them retrievable in a readable form. Completed documents are stored so that later alteration is detectable.

We do not promise that any record will be accepted by a court or regulator, or what weight it will be given. Section 13.3 states our position on this.

21.6 Copies for signers

Signers can download the completed document and its completion certificate. Where a person is entitled to receive a paper copy, providing it is your responsibility as the party to the transaction, not ours.

21.7 These Terms are themselves signed electronically

You accepted this agreement electronically, and both of us intend it to be legally binding on that basis. Neither of us will contest the validity of this agreement, or of anything done under it, on the ground that it was concluded electronically.

22. Compliance and Lawful Use

22.1 Your business, your rules

You are responsible for complying with the laws and regulations that apply to your business and to the transactions you conduct through the Platform. That includes licensing requirements, disclosure requirements, contract form requirements, record-keeping rules, advertising rules, consumer protection law, and anything else specific to your industry.

We do not know what applies to you. We do not review your documents against any standard, we do not check whether a form you use is the one your regulator requires, and we do not monitor whether your practices meet the rules of your trade. Nothing in the Platform, and nothing we say in support, is a determination that what you are doing is compliant.

22.2 Sanctions and restricted parties

You confirm that you are not located in, organized under the laws of, or ordinarily resident in a country or territory subject to comprehensive economic sanctions, and that you are not a person or entity on a restricted or denied party list maintained by the United States government.

You agree not to use the Platform to transact with such a person or entity, and not to make the Platform available to one. If we become aware that an account is being used in breach of this Section, we may suspend or close it under Section 16 and, where required, report it.

22.3 Where the Platform is available

The Platform is built for use in the United States and is offered on that basis. We make no claim that it is appropriate or available for use elsewhere. If you use it from another country, or send documents to people in other countries, you do so on your own initiative and are responsible for complying with the laws that apply there — including any rules on electronic signatures, data protection, or contacting people by phone or message, which may differ considerably from those in the United States.

22.4 Anti-corruption

Neither of us will offer or accept anything of value to improperly influence a decision in connection with this agreement, and each of us will comply with applicable anti-corruption and anti-bribery law.

22.5 If a regulator contacts you about the Platform

If a regulator or examiner asks you about how you use the Platform, or asks for records held in it, tell us and we will help you respond — by explaining how the Platform works, by providing records from your account, and by supplying reasonable detail about how documents are processed and stored.

We will do this because a business under examination should not have to explain a system it did not build. We are not, by doing so, taking responsibility for whether your practices meet the standard being examined. Section 12.3 applies where the request comes to us directly.

23. Referrals and Early Access

23.1 The referral program

You may refer other businesses to the Platform and earn a reward for referrals that qualify. Full details — what counts as a qualifying referral, what the reward is, and when it is paid — are set out in the referral program materials in your account, which form part of this agreement for anyone taking part.

23.2 Referring honestly

When you refer someone, you are speaking about us to a business that will rely on what you say.

You must describe the Platform accurately and not make promises about it that we have not made — about what it does, what it costs, or what it guarantees. You must not present yourself as us, or as authorized to act or commit on our behalf. You must not refer people using unsolicited bulk messages, paid search on our name, or any method that would breach Section 6. Where the fact that you earn something for a referral would matter to the person you are referring, tell them.

23.3 Rewards

A reward is earned only where the referred business actually subscribes and pays, and where the referral was properly attributed through the Platform. We may withhold or reverse a reward where the referral breached Section 23.2, where the referred account was refunded, charged back, or cancelled within a short period, or where the referral appears to be self-dealing or otherwise not genuine.

Rewards may have tax consequences for you, and reporting them is your responsibility. We may require tax information before paying.

We may change or end the referral program at any time on notice. Rewards already properly earned before a change are not affected.

23.4 Early access to features

We sometimes make a feature available before it is finished, so that people who want it can use it and tell us what is wrong with it. Anything offered as a trial, preview, beta, or early access is provided as it is, may change or disappear without notice, may not work reliably, and is not covered by the commitments in Section 13.2.

Use early access features for work you can afford to have interrupted. Do not use one for a transaction that matters until it is generally available. What you see in an unreleased feature is confidential under Section 12.

24. Contacting Us

24.1 Where to send what

24.2 Postal address

OurEsign
1412 Main Street, Suite 620
Dallas, TX 75202
United States

24.3 How quickly we respond

We aim to respond to support requests within one business day, and faster where something is broken. Formal notices are acknowledged within five business days. Privacy requests are handled within the period the law allows for them.

24.4 Effective date and version

These Terms take effect for you when you accept them, and remain in effect until replaced by a version you accept under Section 3.3. The version identifier appears at the top of this page, and the version you accepted is recorded against your account.

24.5 Earlier versions

If you would like a copy of the version of these Terms you accepted, ask us and we will provide it.

How this Schedule works

This Schedule applies in addition to the Common Terms whenever you use the Platform to send documents for signature. It takes effect the first time you do so, without separate acceptance. Where it conflicts with the Common Terms, this Schedule governs for signing, as Section 1.5 provides.

A1. What Signing Does

Signing lets you take a document, mark where information and signatures are needed, send it to one or more people, and receive back a completed version with a record of how it was completed.

You upload or select the document. You decide who receives it, in what order, and what each person must complete. The Platform delivers it, guides each recipient through the parts assigned to them, records what they do, assembles the final document, and stores it in your account.

The Platform does not read your document, assess what it says, or check that the fields you placed make sense for it. It applies your instructions.

A2. Sending a Document

A2.1 What you provide

For each document you send, you provide the file, the recipients and their contact details, the fields each recipient must complete, and any message shown to them. You are responsible for all of it — including that the contact details are correct and belong to the person you intend to reach.

A2.2 Delivery

We send each recipient a link to the document, by email or text message as you configure. Delivery depends on networks and providers outside our control, and on the recipient's own filters. We record what we sent and when. We cannot guarantee that a message arrives, is not filtered, or is read.

Where you have enabled reminders, we send them on the schedule you set. Chasing a recipient who has not responded is your responsibility, not ours.

A2.3 Links expire

Signing links are time-limited and become invalid after the period shown in the Platform, or once the document is completed, declined, or cancelled. A recipient whose link has expired can be sent a new one from your account.

A3. Verifying Recipients

A3.1 What we do

Every signing requires verification. Before a recipient can view or sign, we send a one-time code to the email address or phone number you supplied and require them to enter it. Until they do, the document and its fields are not available to them. There is no way to send a document that skips this step.

This establishes that the person completing the signing had access to the address or number you provided, at that time. We record that verification, together with the address, device, and network details observed.

A3.2 What that is worth, and what it is not

A4. Completing a Document

A4.1 Signing

A recipient completes the fields assigned to them and takes a deliberate action to sign. A signature applied this way is intended by both of you to be an electronic signature, and Section 21 of the Common Terms describes the framework it rests on.

Where several people must sign, the Platform follows the order you set. A document is complete only when every required recipient has signed.

A4.2 The final document

When a document completes, the Platform produces a final version with all entries and signatures applied in the positions you specified, together with a completion certificate. The final version is stored in your account and made available to the recipients.

Completed documents are stored so that later alteration is detectable. Once complete, a document cannot be edited — corrections are made by sending a new document, as A8 describes.

A4.3 Field placement is yours

The Platform places fields where you put them. If a signature block sits over text, if a required field was never placed, or if a field was assigned to the wrong recipient, the document completes that way. We do not check that a document's fields are correct, complete, or sensibly arranged, and we do not compare a document against the form your regulator expects.

A5. Documents That Do Not Belong Here

Electronic signature law does not reach everything. Certain categories are excluded outright or carry requirements the Platform does not meet — among them wills and testamentary trusts, certain family law matters, some court filings and official notices, and particular notices about basic services and credit.

Others are permitted but regulated: documents requiring notarization or a witness, documents requiring specific delivery or timing, and transferable records where possession of a single authoritative copy matters.

A6. The Completion Certificate

A6.1 What it is

When a document completes, the Platform produces a certificate describing what happened to it. It accompanies the final document and is available to you and to the recipients.

The certificate records the document and the account it was sent from, each recipient and the address or number used to reach them, the verification each recipient completed, what each recipient did and when, and the address, device, and network details observed at each step.

A6.2 What it establishes

The certificate is a record of what our systems observed. It is generated automatically from those observations and is not edited.

It is evidence of what happened on the Platform. It is not a determination that the resulting agreement is valid, that the signatures bind anyone, or that the transaction was properly conducted. Whether a court, regulator, or counterparty accepts it, and what weight they give it, is not ours to determine — Section 13.3 of the Common Terms sets out our position.

A6.3 We may be asked to confirm it

Where someone who was a party to a document asks us to confirm its details, or where a valid legal demand requires it, we may do so from our records — including after your account has closed, as Section 15.4 of the Common Terms describes. Section 12.3 governs how we handle such requests.

A7. Templates

A7.1 Building and using them

You can save a document and its field layout as a template and reuse it. A template is Your Content under Section 7.1 of the Common Terms.

Where we prepare or adjust a template for you, we do so at your request and to your specification. Section 1.7 of the Common Terms governs that work: you decide what the template says, what it is used for, and whether it is appropriate and legally sufficient. We do not review it against any standard, compare it to a required form, or advise on its content.

A7.2 Changing a template

Changing a template affects documents sent afterward. It does not change documents already sent or completed, which remain as they were when they went out.

A8. Declining, Cancelling and Correcting

A8.1 A recipient may decline

A recipient can decline to sign. Where they do, the document does not complete, we record the decline and any reason given, and we notify you. Declining is a recipient's right and we will not prevent it or pressure them out of it on your behalf.

A8.2 You may cancel

You can cancel a document that has not completed. Cancelling invalidates outstanding links and stops the process. Recipients who had already signed are not un-signed — the record of what they did remains, and the document simply never completes.

A8.3 Correcting a mistake

A completed document cannot be edited. If something is wrong with one — a term, a figure, a field in the wrong place — the correction is a new document, sent and signed afresh.

A8.4 Deleting is not undoing

Removing a document from your account does not undo the agreement it recorded, and does not retrieve copies held by the people who signed it. Section 15.2 of the Common Terms applies.

A9. Access and Storage

A9.1 Where documents live

Completed documents and their certificates are stored in your account and available to you while it is open. Recipients can download the completed document and its certificate at the time of completion, and should keep their own copy.

A9.2 We are not your archive

The Platform holds your documents so you can work with them. It is not a records retention system, and we make no commitment to hold anything for a period your business is required to retain it. Section 15.7 of the Common Terms explains this, and it applies with particular force to executed contracts.

A9.3 Signer access after completion

Where a recipient later needs a copy and no longer has one, we will normally direct them to you, since the document is yours and the relationship is with you. We may confirm the details of a transaction to a party to it under A6.3.

A10. Sending Programmatically

A10.1 Access

Where your plan includes it, you can send documents from other software rather than from the Platform directly. Credentials issued for that purpose are yours to protect, and anything sent using them is sent by you — Section 9.3 of the Common Terms applies.

A10.2 Your obligations carry across

Everything in this Schedule applies equally to documents sent programmatically. In particular, recipient details, field placement, document suitability, and consent obligations remain yours. A system sending on your behalf does not review those things any more than we do.

A10.3 Limits and changes

Programmatic access is subject to the usage limits of your plan and to reasonable rate limits. We may change the interfaces we provide, and where a change would break an existing integration we will give reasonable notice under Section 3.1 of the Common Terms.

How this Schedule works

This Schedule applies in addition to the Common Terms whenever you use the Platform to create or send invoices, or to collect payment on them. It takes effect the first time you do so, without separate acceptance.

B1. What Invoicing Does

Invoicing lets you create an invoice, send it to your customer, track whether it has been paid, and — where you have connected a payment account — let your customer pay it online.

You decide what the invoice says, what it charges for, what it charges, and who receives it. The Platform formats and delivers it, records what happens to it, and where payment is collected, records that too.

B2. Connecting a Payment Account

B2.1 The account is yours

To collect payment you must connect an account with a payment provider. You open that account, in your business's name, and your agreement is with the provider. Section 9.2 of the Common Terms applies to it.

The provider decides whether to accept your business, what it charges, when it releases funds to you, what reserves or holds it applies, and whether to suspend or close your account. We cannot override, appeal, or accelerate any of those decisions, and we cannot release funds the provider is holding.

B2.2 Information you give the provider

The provider will ask you for information about your business and the people who own or control it, and may verify it. That process is theirs, the information goes to them, and their privacy terms govern it.

B2.3 If the connection ends

If your payment account is closed, suspended, or disconnected, online payment stops. You can still create and send invoices and record payments you collect by other means. Your subscription continues and is not reduced, as Section 9.2 of the Common Terms provides.

B3. Creating and Sending Invoices

B3.1 What is on the invoice is yours

You determine the amounts, the description of what is being charged for, the payment terms, any tax shown, and any late fee or interest. We apply what you enter.

We do not check that an amount is correct, that a charge is one you are entitled to make, that a tax figure is right, or that a late fee or interest rate is permitted where your customer is. Rules on what may be charged, and on how it must be disclosed, differ by state and by industry and are yours to know.

B3.2 Delivery and reminders

We deliver invoices to the address you supply and send reminders on the schedule you configure. Delivery depends on networks and providers outside our control. Section A2.2 applies in the same way to invoices.

B3.3 Chasing payment is yours

The Platform can remind your customer that an invoice is due. It does not collect debts, and we do not act as your collection agent. Debt collection is regulated activity and how you pursue an unpaid invoice is your decision and your responsibility.

B4. Collecting Payment

B4.1 How it works

Where you have connected a payment account, your customer can pay the invoice online. The payment is processed by the provider, and the provider settles the funds according to its own terms and schedule.

We record that a payment was made and mark the invoice accordingly. That record reflects what the provider reported to us. It is not a guarantee that funds have cleared, that they will not later be reversed, or that they have reached you.

B4.2 We cannot make a customer pay

Whether your customer pays is between you and them. A failed, declined, or abandoned payment is not a failure of the Platform, and we have no responsibility for amounts your customers do not pay.

B5. Our Fees on Collected Payments

We take no commission on payments you collect through the Platform. The full amount your customer pays, less the fees charged by your payment provider, is yours.

Your payment provider's fees are set by that provider and charged under your agreement with them. We do not set them, receive any part of them, or control them.

If we ever introduce a fee on collected payments, Section 4.7 of the Common Terms applies: at least 30 days' notice, taking effect at your next renewal, with the option to cancel before it does. We will not apply such a fee to payments collected before it takes effect.

B6. Refunds, Disputes and Chargebacks

B6.1 Refunding your customer

Whether to refund a customer is your decision. Where the Platform lets you issue a refund, it instructs your payment provider to do it; the provider's rules and timing govern what actually happens. We do not decide whether a refund is due and we do not refund your customers ourselves.

B6.2 Chargebacks

B6.3 Where a payment is reversed

A reversed payment does not extinguish what your customer owes you. The Platform will reflect the reversal on the invoice; recovering the amount is between you and your customer.

B7. Funds and Payouts

B7.1 When you get paid

Your payment provider settles funds to you on its own schedule and subject to its own holds, reserves, and verification requirements. We do not control any of that, cannot expedite it, and are not responsible for delays in it.

Amounts shown in the Platform reflect what the provider has reported. They are a record of activity, not a statement of your balance with the provider or of funds available to you. For that, use the provider's own reporting.

B7.2 If something looks wrong

If the Platform shows an invoice as paid and you have not received the funds, or the amounts do not reconcile, tell us and we will check what our records show and what the provider reported to us. Where the discrepancy sits with the provider, you will need to raise it with them, and we will give you the detail from our side to do so.

B8. Tax

B8.1 Tax on what you charge is yours

Whether tax applies to what you invoice, at what rate, to which items, and in which jurisdiction are questions about your business and your customer. You determine them and you enter them.

The Platform displays and totals what you configure. It does not determine tax rates, does not verify that a rate is current or correct for the address involved, does not decide whether an item is taxable, and does not file or remit anything on your behalf.

B8.2 Tax on what we charge you

Section 4.5 of the Common Terms governs tax on your subscription fee and our commission.

B9. Invoice Records

B9.1 What we keep while your account is open

Invoices, their delivery history, and the payment activity reported to us are held in your account and exportable at any time.

B9.2 What happens when your account closes

Section 15.3 of the Common Terms applies: 30 days to export, then deletion. Invoice line items and amounts are not part of the retained transaction record described in Section 15.4 — they are deleted. Export what you need before the window closes.

B10. Sending Invoices Programmatically

B10.1 Access and responsibility

Where your plan includes it, invoices can be created and sent from other software. Section 9.3 of the Common Terms applies: what a connected system does in your account is done by you.

B10.2 Amounts are not reviewed

An invoice created programmatically is issued as instructed. We do not check that an amount is plausible, that a customer record is correct, or that a charge was intended. Section A10.2's warning applies with equal force here, and with money attached: a misconfigured integration can issue many incorrect invoices before anyone notices, and each one goes to a real customer.

How this Schedule works

This Schedule applies in addition to the Common Terms whenever you use the Platform to receive or place calls, to send or receive messages, or to keep contact and conversation records. It takes effect the first time you do so.

C1. What These Tools Do

Depending on your plan, the Platform can receive calls to a number associated with your business, route them according to rules you set, present menus and recorded greetings, ring one or more destinations, take messages, place outbound calls, send and receive text messages, and keep a record of contacts and the conversations you have had with them.

You configure all of it: the numbers, the routing, the greetings and menus, the message content, who is contacted and when. The Platform executes that configuration.

C2. Numbers

C2.1 How numbers work

Numbers used with the Platform are obtained through telecommunications providers and are subject to their terms and to regulatory requirements. A number allocated to your account is for your use while your subscription lasts; it is not property you own, and rights in it may be limited.

C2.2 If your subscription ends

When your subscription ends, a number allocated to your account may be released and may later be reassigned to someone else. If a number matters to your business — because it is on your signage, your listings, or your existing customers' phones — arrange to port it before you cancel rather than after. Once released, we may be unable to recover it.

C2.3 Emergency calling

C3. Calls

C3.1 Placing calls

You decide who is called, when, and why. Rules on calling — including restrictions on automated dialing, prerecorded or artificial voice messages, calling hours, identifying yourself, and calling numbers on federal or state do-not-call registries — apply to you as the caller.

C3.2 Quality and connection

Call quality and connection depend on internet connectivity, provider networks, and the equipment at each end. We do not guarantee that a call connects, that quality is adequate, or that a routing rule reaches a person. Where a call matters, confirm it another way.

C3.3 Menus and greetings

Recorded greetings, menus, and automated responses say what you configure them to say, in the languages you configure. We do not review their content, check that a disclosure they contain is adequate, or verify that a translation is accurate.

C4. Recording Calls

C4.1 Recording is optional and it is your decision

Where the Platform can record calls, whether to turn it on is your choice, and the recordings are Your Content.

C4.2 Consent is your obligation

C4.3 What we do with recordings

Recordings are stored in your account and available to you. Section 8.3 of the Common Terms applies — we handle them to provide the service and for no other purpose, and Section 7.1 applies to AI training. Deleting a recording removes it from your account; Section 15.5 applies to backups.

C5. Text Messaging

C5.1 Consent before you send

C5.2 Registration and carrier requirements

Business messaging in the United States requires registration of your business and your messaging campaigns with carriers before messages will be delivered reliably. You must provide accurate registration information and keep it current. Carriers may filter, block, or refuse messages at their discretion, and may impose their own content rules. We do not control carrier decisions and cannot guarantee delivery.

C5.3 Opt-outs must work

Recipients must be able to stop messages, and a request to stop must be honored promptly across every message stream you send them. Where the Platform processes standard opt-out keywords automatically, that does not discharge your obligation — a person who asks to stop by any means, including verbally or by reply in plain words, has opted out.

C6. Consent Records and Do-Not-Contact

C6.1 Keeping proof

Where consent is required to call, message, or record, you must be able to show that you had it — when it was given, by whom, how, and what it covered. Consent is usually disputed long after it was obtained, and a business that cannot produce evidence of it is generally treated as not having had it.

The Platform can hold notes and records you enter, but it does not create, verify, or audit consent, and storing something in a contact record does not make it proof. Keeping a reliable record is your responsibility, and it should survive changes of staff and systems.

C6.2 Honoring requests to stop

C6.3 Registry obligations

Where do-not-call registry rules apply to your calling, subscribing to and scrubbing against those registries, and maintaining your own internal do-not-call list, are your obligations. We do not scrub your lists, do not check numbers against any registry before a call is placed, and do not maintain a do-not-call list on your behalf.

C7. Contacts and Conversation Records

C7.1 What is recorded

The Platform keeps records of your contacts and of the interactions you have with them — calls placed and received and their duration and outcome, messages sent and received, recordings where you have enabled them, and notes and activity entered by your team.

These records are Your Content under Section 7.1 of the Common Terms, and Section 8 governs how personal information in them is handled.

C7.2 The people in your records did not sign up for this

C7.3 Your team can see it

Contact records, conversation history, and recordings are visible to Users on your account according to the roles you assign. Deciding who should see recorded calls and customer conversations is your decision under Section 2.3 of the Common Terms, and it is worth making deliberately rather than by default.

C8. Automated and AI-Assisted Features

C8.1 What they do

Some features may respond to callers or messages automatically, summarize or transcribe conversations, or suggest replies. Where you enable such a feature, it operates on your instructions and on your data.

C8.2 What they are not

Automated output can be wrong. A transcript can mishear, a summary can omit what mattered, and a suggested or automated reply can say something you would not have said. Output of this kind is a starting point, not a record of what was said and not a statement you have verified.

Where an automated response is sent to your customer, it was sent by you. Reviewing what such a feature is configured to say, before you turn it on, is your responsibility.

C9. Availability

Calling and messaging depend on telecommunications providers, carriers, and networks we do not control. Interruptions, delays, filtering, and failures can occur without any fault on our side. Section 10.3 of the Common Terms applies, and Section C2.3 applies to emergency calls.

Do not use these tools as the sole channel for anything time-critical or safety-related.

C10. Programmatic Use

Where your plan allows calls or messages to be initiated from other software, Section 9.3 of the Common Terms applies: what a connected system does in your account is done by you.