Limits, troubleshooting & FAQ

Do signers need an XBuddy account? No. Signers receive an email link and sign from any device without logging in or creating an account.

Can I require signers to sign in a specific order? Yes. Set a signing order so each signer is only invited once the previous one has completed their part.

What happens when a request expires? If a request passes its expiry date unsigned, it auto-closes as expired. You can duplicate and resend it if still needed.

Is the signed document legally defensible? Each completed document carries a full audit trail — signer identity, timestamp, and IP for every action — bundled with the signed PDF.

Where does the signed file end up? In Documents, versioned and searchable, and linked back to the originating contract or CRM record automatically.

Can I send the same document to many people at once? Yes — use bulk scheduling to generate one independent, individually trackable request per recipient from a single setup.