Docket Secure help centre

Create your Docket Secure account, confirm your email and send your first document for signature, step by step.

How to start a new document: choose a PDF or drop it anywhere on the Documents page. Sizes, page limits and what to do with Word files and scans.

Emails not arriving, links that won’t open, documents that won’t send, uploads that fail and other common problems, with what to do about each.

Add signers and approvers, sign the document yourself, change the order people sign in, edit or remove someone, and how many people each plan allows.

Put signature, date and other fields on the page, then move, resize, copy, align and undo. Works with a mouse, a keyboard or a touch screen.

Every field explained: signature, initials, date, name, email, company, job title, text, number, checkbox, dropdown, radio buttons and notes.

Find signature lines automatically, add initials to every page, save groups of fields as blocks, preview as a signer, and the rest of the Actions menu.

Turn, reorder, copy and remove pages, add pages from other PDFs, and correct a word or a number in the document before you send it.

When you need to sign the document too: sign right in the editor before sending, use Complete my fields, or sign later from the document page.

The Review screen explained: message, signing order, deadline, reminders, copying people in, confidential documents, and sending now or at a time you choose.

Keep sensitive documents private: send the link and an access code in separate emails, or set your own code and give it to the signer by phone.

See who has opened and signed, what each status means, send reminders, change the reminder schedule, let someone sign in person, or cancel a document.

What happens when a signer declines, how to see their reason, and how to upload a corrected PDF, send to someone else or edit and send again.

What happens when everyone has signed: who gets the signed PDF, the activity trail page, the document fingerprint, and how anyone can check a copy is genuine.

Search and filter your documents, duplicate, download and delete them, keep them private, set when they are deleted, and use contacts and reports.

Someone sent you a document through Docket Secure? How to open it, fill in your fields, sign, decline, and get your copy. No account needed.

Set up a document once and use it again: save as a template, start a draft from it, and use the ready-made starter documents.

Share one link, on your website or in a message, that anyone can use to sign their own copy of a template.

Create a team, invite colleagues, give people admin rights, keep documents private, add seats, hand over the team and switch between personal and team.

Change your name, saved signature, theme, notifications and new-document defaults, see your activity, download your data or delete your account.

Change your password, turn on two-step verification by email or an authenticator app, keep recovery codes, add a recovery email and sign out other devices.

Forgotten your password, lost your phone or can’t get into your email? How to reset your password and recover your account yourself.

The free trial, Lite, Solo and Teams plans, monthly or yearly billing, which currency you pay in, upgrading, cancelling and what happens if a payment fails.