Account & Billing
How much will my plan cost after the trial?
We offer a 7-day trial plan. During this trial period, you can enjoy the benefits of downloading and printing documents in both Word and PDF formats, as well as utilizing all the professional features available.
Rest assured, there will be no charges incurred if you choose to cancel your account within the 7-day trial period.
Should you decide to continue accessing our vast collection of legal documents without any limitations, you can subscribe to our unlimited plan for $39.95 per month. This plan will grant you unrestricted access to all the documents available on our platform.
What forms are included in the basic plan?
With our basic plan, you can select and access 25 business forms of your choice.
Do you offer an annual subscription?
Yes, we offer an annual subscription for $95.88 (This is a $7.99 monthly value).
How do I cancel?
To cancel, please login and click on your profile icon on the top right select "User Settings", and click "Cancel" beside the plan.
How do I request a refund?
Refunds are handled on a case-by-case basis. Please contact our customer service line by calling tel:(855) 335-9779 during our business hours (Monday-Friday, 9 AM - 10 PM EST). Alternatively, you can reach out to us via email at[email protected] at any time.
E-sign & Other Functionalities
How do I upload PDF files for e-sign?
To upload a PDF file, navigate to the +create option within my documents, and choose the PDF you'd like to upload.
How do I resend a document for e-signature that has already been sent?
Users have the option to replicate the document within your "My Documents" section and then send the duplicated copy for e-signature.
How do I take a contract that I’ve already made, and add e-sign?
Make sure you’re logged in, your email address will appear on the website’s top right-hand corner. If you see GUEST, please click that and sign in again. Here are the steps to add e-sign to an existing document:
- Step 1 - Go to "My Documents" and click on the document you wish to e-sign.
- Step 2 - Click the three-dotted line on the right and select 'Advanced' from the drop-down list.
- Step 3 - Click on 'E-sign'. On this page, click the signature box and click the pencil to add signers.
- Step 4 - To add the signee's name and email, click '+Add Signer'.
- Step 5 - Fill in the name and email address.
- Step 6 - Wait for confirmation that the document was sent successfully.
How do I invite users?
To invite users, simply click on the "Invite User" button next to the profile icon, where you can enter the email and select the desired role for the individual you wish to invite.
How do I add a company logo?
Access the profile icon and choose the "branding" option, where you can then upload your company logo.
Managing Documents
How do I find the completed template?
To download and print the filled out document, make sure you are logged in and go to your
Dashboard.
Click on the three-dotted lines on the right (across the document), which will prompt a drop-down list. From there, select “Download” and choose either the WORD or PDF format. Once the file has been downloaded, you can proceed to print the document. You can also select "Print" from the drop-down.
How do I download a document?
To download your documents, go to your Dashboard. Ensure you're logged in with your email visible on the top right. If it says GUEST, click the Sign In
link at the top of the page.
Once logged in, go to the My Documents section on the left, find your document, click the three dots on the right, select "Download," and choose either WORD or PDF format.
How do I print a document?
After logging in, locate the “My Document” section on the left panel, where you will find the list of documents you have created in the center of the page. Click on the three-dotted lines on the right, which will prompt a drop-down list. From there, select “Print”.
How do I add another page to my document I created?
To include an additional page, kindly download the document in Word format and manually insert the extra page.
How do I remove certain parts of a document?
To eliminate specific sections of a document, you can download it in Word format and proceed to manually delete the desired content.
How do I get the final agreement without it being preview only?
When you download the document in Word or PDF format, it will not contain the preview watermark.
How to delete a document?
Find the "My Document" section on the left panel, where your list of created documents is displayed in the center of the page. Click on the three-dotted lines located on the right, triggering a drop-down list. Choose "Delete" from the options provided.