The document's storage location is determined by the choices made during the signing phase. Below are the different scenarios and their storage locations.
What if I am a user on the Visma Sign account of the organization I represent when signing a document sent by another party?
If you select the organization you represent from a pre-existing list, the document will automatically be saved to unclassified documents folder of the organization's account. The document is only visible to users who have access to unclassified documents folder according to the organization's account user permissions.
Please note that even if you sign the document yourself, you may not necessarily have access to it if you do not have permissions to the folder where the document is stored. In such cases, you should request the document from the admin user of the account.
What if I am a user on the account from which the document was sent for signing?
If you sign a document created on the organization's account where you are a user, and select this organization from a pre-existing list during the signing phase, the document will be saved to the folder of the organization's account, which the creator specified.
The document is visible only to users who have permissions to the specified folder.
If the document cannot be found in the archive, you likely do not have access to the folder where it is located. In this case, contact the admin user of the account to obtain permissions to the folder or to receive the document.
What if I chose "Other organization" or "I represent myself" during the signing phase?
If, during the signing process, you select "Other organization" and manually enter the name of the company you represent, the document will not be saved to your Visma Sign account. "Other organization" signed documents are currently obtained by receiving a download link to the document by email once all parties have signed.
If the document is signed as a private person ("I represent myself" role), the storage location depends on the signing date.
Before 24 April 2025, documents signed as a private person are stored in their private Visma Sign account for 12 months from the date of the last signature. The storage period starts from the moment the document was last signed.
On or after 24 April 2025, private individuals will receive a download link by email once the signing process is complete. The email will include instructions on how to download the document and information on how long the link will remain valid. The document will not be saved in their personal archive view at all.
How can I download a signed document via a download link?
Why can't I find the document I signed?
The location of the document you signed depends on the choices you made during the signing phase, which means the document may be saved differently after various signing events. You can always check the case-specific instructions above.
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