SignAndGoSecurity questions to ask any e-signing provider.
Before you send contracts, employment agreements or client documents through any e-signing service, it is worth asking a few pointed questions. This checklist covers what to ask, why each question matters, and how SignAndGo answers it. Use it to compare any providers on your shortlist on the same terms.
Who can get into your account?
Ask whether the service offers two-step sign-in, and whether an administrator can control who in the team does what. A shared login with no roles is a risk the moment someone leaves.
SignAndGo offers optional two-step sign-in on every account, and team workspaces with admins who set roles for each person.
What does the record of signing show?
An audit trail is only useful if it records enough. Ask what is captured for each view and each signature, and whether it stays attached to the document.
Each SignAndGo envelope keeps an audit trail of every view and signature, with names, email addresses, times and IP addresses, and each completed envelope comes with a completion certificate.
- Is every view logged, or only the final signature?
- Are names, email addresses, times and IP addresses recorded?
- Is there a completion certificate for each envelope?
Can someone check a document later?
Months after signing, a counterparty may want to confirm a copy is the one that was signed. Ask whether the provider gives each signed document a reference that can be checked independently. SignAndGo puts a verification ID on every signed document, and anyone can check it online.
Where are documents kept, and who else touches them?
Ask each provider to say plainly where documents are kept, which other services handle them, and whether AI features send text anywhere. Get the answer in writing rather than relying on a sales call.
Our FAQ answers where SignAndGo keeps documents and how AI features are used, and our privacy policy lists the other services involved.
What do signers need, and what can they do?
If signers have to open a login of their own before signing, some will reuse a weak password or give up. Ask whether signers can work without one, and whether they can decline and explain why. With SignAndGo, signers open a secure link on any device without an account, and can decline with a reason.
How does it connect to your other systems?
Every connection is another way in. Ask what each integration can do, and whether you control it. SignAndGo connects to Xero, offers an API and webhooks, and lets you connect your AI assistant to check envelopes and send documents when you choose to.
Common questions
- Is two-step sign-in switched on by default?
- It is optional. Each person can switch it on for their own account.
- Can I see who viewed a document but did not sign?
- Yes. The audit trail records views as well as signatures.
- Do AI features run without my say?
- No. They run only when you or a signer use one, such as a document summary.