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When to Use Non-Signable Documents

Learn when non-signable documents are the best option for sharing information, collaborating, and preparing contract content before signatures are needed.

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Non-signable documents let you share proposals, drafts, and reference materials without requiring any signatures. They are ideal when you want to review content with stakeholders before converting it into a signable agreement. This article explains the best use cases and behaviors of non-signable documents in GetAccept.


What Non-Signable Documents Are For

Non-signable documents are designed for review, collaboration, and information sharing. They let you share content safely without prompting anyone to sign.

Use them when:

  • You want the recipient to review a proposal or draft before finalizing details.

  • You are gathering feedback or questions before creating a formal agreement.

  • Your workflow requires internal or external approvals before preparing a signable version.

  • You want to share informational material, like HR policies, product sheets, or onboarding content.

  • You need to collaborate in stages before signatures are involved.

Non-signable documents support engagement analytics, comments (if enabled), and controlled sharing β€” but no signature actions.


Typical Use Cases

Here are the most common scenarios:

1. Draft and Pre-Contract Reviews

Share early drafts of a contract or proposal with recipients to:

  • Validate pricing or terms

  • Confirm details

  • Align internally or externally

  • Avoid repeated re-sending of signable versions

Once aligned, you can convert the document to signable.

2. Collaboration Before Signing

Use non-signable documents when:

  • You want recipients to comment on specific sections

  • Team members need to review content without editing rights

  • You want to avoid signature prompts until everything is finalized

3. Internal Materials

Non-signable documents are also suited for:

  • HR documents

  • Training materials

  • Company policies

  • Reference guides or information packets

These do not require signatures but still benefit from tracked engagement.

4. Proposals Sent Before Approval

Sales teams often send proposal drafts without requiring immediate signature.
Once the customer approves the content, the sender can convert the same document into a signable agreement.


When NOT to Use Non-Signable Documents

Avoid non-signable documents when:

  • You immediately need a signature (use a signable document instead).

  • You plan to edit the document after sending (content cannot be edited once shared).

  • You require signing order β€” this is unavailable in non-signable conversions.

If the end goal is a contract, start with a signable template unless early review is required.


Converting a Non-Signable Document to Signable

If you start with a non-signable version and later need signatures, you can convert it without recreating the document.

After sending, click Enable signing, assign signer roles, update details, and send for signature.


Key Takeaways

  • Non-signable documents are perfect for review, approval, and collaboration before signing is needed.

  • They avoid signature prompts and keep the focus on content alignment.

  • They can later be converted to signable without recreating the document.

  • Ideal for drafts, informational documents, and staged contract workflows.

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