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.
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" (private person) during the signing phase?
If you select the "Other organization" option during the signing phase and manually enter the name of the organization you represent, or sign the document as a private person, the document will be saved to your personal Visma Sign account or a download link will be sent to you via email once all parties have signed.
If the document is signed before 24.4.2025:
The signed document is stored on your personal Visma Sign account for a period depending on the role you selected:
- "I represent myself" (private person): Documents are retained for 12 months from the last signature.
- "Other organization": Documents are retained for 3 months from the last signature.
Note that the retention periods start from the moment the document is last signed.
If the document is signed on 24.4.2025 or after:
A download link will be sent to the signer via email once the signing process is complete. The email contains instructions for downloading the document and information on how long the link is valid.
For more information about the download link, see the guide: 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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