docs: update documentation (#2339)

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Catalin Pit
2025-12-22 15:07:28 +02:00
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parent 5624484631
commit 1e585e06e6
27 changed files with 125 additions and 52 deletions
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---
title: Signature Levels
description: Learn about the different signature levels for Documenso.
---
import { Callout } from 'nextra/components';
# Signature Levels
@@ -26,20 +31,20 @@ ensures the legal validity and enforceability of electronic signatures and recor
### Main Requirements
- [x] Intent to Sign: "Parties must demonstrate their intent to sign [..]"
- [x] Consent: "The ESIGN Act requires that all parties involved in a transaction consent to the use of electronic signatures and records [..]"
- [x] Consumer Disclosures: Before obtaining their consent, financial institutions must provide the consumer a clear and conspicuous statement informing the consumer [..]
- [x] Record Retention: Electronic Records must be maintained for later access by signers.
- [x] Security: The ESIGN Act does not mandate specific security measures, but it does require that parties take reasonable steps to ensure the security and integrity of electronic signatures and records. This may include implementing encryption, access controls, and authentication measures.
- [x] **Intent to Sign**: "Parties must demonstrate their intent to sign [..]"
- [x] **Consent**: "The ESIGN Act requires that all parties involved in a transaction consent to the use of electronic signatures and records [..]"
- [x] **Consumer Disclosures**: Before obtaining their consent, financial institutions must provide the consumer a clear and conspicuous statement informing the consumer [..]
- [x] **Record Retention**: Electronic Records must be maintained for later access by signers.
- [x] **Security**: The ESIGN Act does not mandate specific security measures, but it does require that parties take reasonable steps to ensure the security and integrity of electronic signatures and records. This may include implementing encryption, access controls, and authentication measures.
## UETA (Uniform Electronic Transactions Act)
<Callout type="info" emoji="✅">
Status: Compliant
</Callout>
The Uniform Electronic Transactions Act is a law that provides a legal framework for the use of electronic
signatures and records in electronic transactions, ensuring they have the same validity and enforceability
as paper documents and handwritten signatures.
The Uniform Electronic Transactions Act is a law that provides a legal framework for the use of
electronic signatures and records in electronic transactions, ensuring they have the same validity
and enforceability as paper documents and handwritten signatures.
### Main Requirements
@@ -50,9 +55,9 @@ _See [ESIGN](/users/compliance/signature-levels#-esign-electronic-signatures-in-
<Callout type="info" emoji="✅">
Status: Compliant for Level 1 - SES (Simple Electronic Signatures)
</Callout>
eIDAS (Electronic Identification, Authentication and Trust Services) is an EU regulation that standardizes
electronic identification and trust services for secure and seamless electronic transactions across European
member states.
eIDAS (Electronic Identification, Authentication and Trust Services) is an EU regulation that
standardizes electronic identification and trust services for secure and seamless electronic
transactions across European member states.
### Level 1 - SES (Simple Electronic Signatures)
@@ -69,8 +74,8 @@ eIDAS SES (Simple Electronic Signature) is a basic electronic signature with min
Status: [Planned](https://github.com/documenso/backlog/issues/9) via third party until [Let's
Sign](https://github.com/documenso/backlog/issues/21) is realized.
</Callout>
eIDAS AES (Advanced Electronic Signature) provides a higher level of security with unique identification
of the signer and data integrity.
eIDAS AES (Advanced Electronic Signature) provides a higher level of security with unique
identification of the signer and data integrity.
### Main Requirements
@@ -85,8 +90,8 @@ of the signer and data integrity.
Status: [Planned](https://github.com/documenso/backlog/issues/32) via third party until [Let's
Sign](https://github.com/documenso/backlog/issues/21) is realized.
</Callout>
eIDAS QES (Qualified Electronic Signature) is the highest security level, legally equivalent to a handwritten
signature within the EU.
eIDAS QES (Qualified Electronic Signature) is the highest security level, legally equivalent to a
handwritten signature within the EU.
### Main Requirements
@@ -1,3 +1,8 @@
---
title: Standards and Regulations
description: Learn about the different standards and regulations for Documenso.
---
import { Callout } from 'nextra/components';
## 21 CFR Part 11
@@ -1,3 +1,8 @@
---
title: Email Domains
description: Learn how to create and manage email domains in Documenso.
---
import { Callout, Steps } from 'nextra/components';
# Email Domains
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@@ -7,28 +7,28 @@ import { Callout } from 'nextra/components';
# Fair Use Policy
### Why
We offer our plans without any limits on volume because we want our users and customers to make the most of their accounts. Estimating volume is incredibly hard, especially for shorter intervals like a quarter. We are not interested in selling volume packages our customers end up not using.
We offer our plans without any limits on volume because we want our users and customers to make the most of their accounts. Estimating volume is incredibly hard, especially for shorter intervals like a quarter. We are not interested in selling volume packages our customers end up not using. This is why the individual plan and the team plan do not include a limit on signing or API volume. If you are a customer of these [plans](https://documen.so/pricing), we ask you to abide by this fair use policy:
This is why the individual plan and the team plan do not include a limit on signing or API volume. If you are a customer of these [plans](https://documen.so/pricing), we ask you to abide by this fair use policy:
### Spirit of the Plan
> Use the limitless accounts as much as you like (they are meant to offer a lot) while respecting the spirit and intended scope of the account.
Use the limitless accounts as much as you like (they are meant to offer a lot) while respecting the spirit and intended scope of the account.
<Callout type="info">
What happens if I violate this policy? We will ask you to upgrade to a fitting plan or custom
pricing. We wont block your account without reaching out. [Message
us](mailto:support@documenso.com) for questions. It's probably fine, though.
pricing. We wont block your account without reaching out. You can [message
us](mailto:support@documenso.com) for questions.
</Callout>
### DO
- Sign as many documents with the individual plan for your single business or organization you are part of
- Use the API and Zapier to automate all your signing to sign as much as possible
- Experiment with the plans and integrations, testing what you want to build: When in doubt, do it. Especially if you are just starting.
- Sign as many documents as you need with the individual plan for your single business or organization you are part of
- Use the API and automation tools to automate all your signing workflows
- Experiment with the plans and integrations, testing what you want to build
### DON'T
- Use the individual account's API to power a platform
- Run a huge company, signing thousands of documents per day on a two-user team plan using the API
- Let this policy make you overthink. If you are a paying customer, we want you to win, and it's probably fine
- Let this policy make you overthink. If you are a paying customer, we want you to win
@@ -10,7 +10,12 @@ import { Callout, Steps } from 'nextra/components';
<Steps>
### Pick a Plan
The first step to start using Documenso is to pick a plan and create an account. At the moment of writing this guide, we have 3 plans available: Free, Individual, Teams and Platform.
The first step to start using Documenso is to pick a plan and create an account. At the moment of writing this guide, we have 4 plans available:
- Free
- Individual
- Teams
- Platform
Explore each plan's features and choose the one that best suits your needs. The [pricing page](https://documen.so/pricing) has more information about the plans.
@@ -24,7 +29,7 @@ To create a free account, navigate to the [registration page](https://documen.so
### Optional: Claim a Premium Username
You can claim a premium username by upgrading to a paid plan. After upgrading to a paid plan, you can update your [public profile](https://app.documenso.com/settings/public-profile).
You can claim a premium username by upgrading to a paid plan. After upgrading to a paid plan, you can update your [public profile](/users/profile).
### Optional: Create a Team
@@ -1,3 +1,8 @@
---
title: Community Edition
description: Learn about the Community Edition of Documenso.
---
import { Callout } from 'nextra/components';
# Community Edition
@@ -32,10 +37,10 @@ Documenso and the Community Edition are licensed under [AGPL3](https://github.co
### Conditions
License and copyright notice
State changes
Disclose source
Network use is distribution
- License and copyright notice
- State changes
- Disclose source
- Network use is distribution
<Callout type="warning">
It's important to remember that you must keep the AGPL3 license for your modified or non-modified
@@ -1,3 +1,8 @@
---
title: Enterprise Edition
description: Learn about the Enterprise Edition of Documenso.
---
import { Callout } from 'nextra/components';
# Enterprise Edition
@@ -1,3 +1,8 @@
---
title: Licenses
description: Learn about the different licenses for self-hosting Documenso.
---
# Self-Hosting Licenses
Documenso comes in two versions for self-hosting:
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@@ -15,7 +15,7 @@ Documenso allows you to create a public profile to share your templates for anyo
### Navigate to Your Profile Settings
Click on your profile picture in the top right corner and select "Settings" or "Team Settings". Then, navigate to the "Public Profile" tab to configure your profile.
Click on your profile picture in the top right corner and select "Team Settings". Then, navigate to the "Public Profile" tab to configure your profile.
![The profile settings page](/public-profile/documenso-public-profile-settings.webp)
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@@ -9,30 +9,30 @@ description: Learn what types of support we offer.
If you are a developer or free user, you can reach out to the community or raise an issue:
### [Create Github Issues](https://github.com/documenso/documenso/issues)
**[Create Github Issues](https://github.com/documenso/documenso/issues)**
The community and the core team address GitHub issues. Be sure to check if a similar issue already exists. Please note that while we want to address everything immediately, we must prioritize.
### [Join our Discord](https://documen.so/discord)
**[Join our Discord](https://documen.so/discord)**
You can ask for help in the [community help channel](https://discord.com/channels/1132216843537485854/1133419426524430376).
## Paid Account Support
### Email: support@documenso.com
**Email: support@documenso.com**
If you are paying customers facing issues, email our customer support, especially in urgent cases.
### Private Discord channel
**Private Discord channel**
If you prefer Discord, we can invite you to a private channel. Message support to make this happen.
## Enterprise Support
### Email: support@documenso.com
**Email: support@documenso.com**
If you are paying customers facing issues, email our customer support, especially in urgent cases.
### Slack
**Slack**
If your team is on Slack, we can create a private workspace to support you more closely.
@@ -1,3 +1,8 @@
---
title: Templates
description: Learn how to create and use templates in Documenso.
---
import { Callout, Steps } from 'nextra/components';
# Document Templates