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Create a Legally Binding Document

Legally Binding Documents Start in Live Mode

By default, your automated signature documents are set to a non-legally binding "test mode," allowing you to perfect each document's layout and automation with an unlimited amount of testing.
Once you have perfected your documents and their automation and are ready to start delivering a live, legally binding document, you will need to change your Signature Settings to Live Mode.

  • Live Mode is a global setting that applies to all documents; it has three effects on your signature documents:

    • Begin a $3.00 per registration charge for every registration that triggers the creation of an automated signature document.
    • The charge is $3.00 per registration, regardless of how many signature documents are required by the registration.
    • These charges are aggregated monthly and added to your monthly CrowdFiber invoice.

    The $3.00 charge is for the creation and storage of the legally binding document.

    Unlimited signature reminder emails can be sent to your contacts with zero additional cost.

  1. Remove the word "Test" from a downloaded document's footer.
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  2. Remove the "This is not a legally binding" pop-up when a document is opened by a registrant.
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How to Set Your Documents to Live Mode

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  1. In the left-hand rail of your Admin Dashboard, click Settings.
  2. Select the Signatures link seen in the Settings drop-down menu.
  3. At the top of the following Signatures page, check the Live Mode Checkbox.
  4. Click the blue "Update Signature Settings" button, located in the lower left-hand corner of the page.

Part 1) Activate Live Mode

Check the Live Mode checkbox

  • Checked
    Automated signature documents become legally binding.

  • Unchecked
    Automated signature documents remain non-legally binding.

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Part 2) Create Your Post-Signature Thank You Email

As part of the legal process, CrowdFiber automates the delivery of a Post-Signature Thank You Email to the registrant that contains a link to a downloadable copy of the registrant's completed documents.

The Post-Signature Thank You Email is:

  • A global email sent to all registrants after they sign and submit their signature documents.
  • Sent to the email associated with the registration that triggered the delivery of the automated signature documents.
  • Delivered immediately after the signed documents are submitted.

  • Edit the Notification section

    • Confirm the Send thank you email after users sign a document checkbox is checked.
      It is critical for this checkbox to be checked. Sending the registrant a downloadable copy of their signed document is required to create a legally binding document.
    • In the Thank you email template text editor, create and style your Post-Signature Thank You Email.
      A button that links the registrant to their downloadable document will automatically merge into the body of the email.
    • Click the blue Update signature settings button to save your edits and update your Post-Signature Thank You Email.

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