Centro de ayuda EEZYDOX

Question 1

¿Puedes explicar BYOC de forma muy sencilla, paso a paso, desde la compra hasta la firma?

Accepted Answer

Sí. Piensa en BYOC como una hoja de trabajo inteligente para tu contrato. Tú traes el contrato, EEZYDOX te ayuda a convertirlo en bloques rellenables y luego todos firman de forma segura. BYOC EN PASOS MUY SENCILLOS ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 1) COMPRAR O ACTIVAR BYOC 2) ABRIR TU NUEVO BORRADOR 3) SUBIR PDF O PEGAR TEXTO 4) ESPERAR MIENTRAS LA IA LO LEE 5) VERIFICAR LO QUE LA IA ENCONTRÓ 6) CORREGIR TEXTO + AÑADIR CAMPOS 7) COLOCAR CAMPOS + ÁREAS DE FIRMA 8) AÑADIR A LAS PERSONAS QUE DEBEN FIRMAR 9) (OPCIONAL) SOLICITAR TRADUCCIÓN DE FIRMA 10) BLOQUEAR PARA FIRMAR 11) RECOPILAR FIRMAS 12) DESCARGAR ARCHIVOS DE PRUEBA 1. Qué es BYOC (versión para niños) Tú traes tu propio contrato. BYOC significa: no una plantilla en blanco, sino tu documento real. El sistema te ayuda a convertir ese documento en un flujo de firma guiado. 2. Inicio: compra y borrador Ve al Marketplace e inicia BYOC. Obtienes un borrador de acuerdo donde se guarda todo tu trabajo. 3. Sube tu contrato Sube un archivo PDF (hasta 25 MB) o pega el texto del contrato. Después de subirlo, se te enviará a una pantalla de análisis con una barra de progreso. 4. Qué hace el análisis (y qué no hace) La IA intenta encontrar secciones, nombres, fechas, importes y campos útiles. Crea un primer borrador para que no empieces de cero. Es un asistente, no un juez final. Debes revisar todo. Las claves internas del modelo, los prompts ocultos y los secretos de la plataforma no se muestran a los usuarios. 5. Revisión y corrección Lee el texto y corrige cualquier error o elemento faltante. Puedes añadir campos personalizados (texto, fecha, moneda, selección, correo electrónico, teléfono, dirección y más). Puedes editar las etiquetas y los marcadores de posición para que los firmantes entiendan exactamente qué rellenar. Para las superposiciones de PDF cargadas, asigna los campos rellenables por el destinatario a la parte exacta que debe completarlos. 6. Colocar las cosas en el lugar correcto Coloca los campos donde correspondan en el contrato. Coloca los bloques de firma donde debe firmar cada firmante. Usa la selección masiva en el modo de superposición de PDF para asignar, requerir, borrar o eliminar varios campos a la vez. Si un campo o lugar de firma está en el lugar equivocado, muévelo/corrígelo antes de bloquear. 7. Añadir personas y roles Añade a cada parte (nombre + correo electrónico + rol). Comprueba que cada firmante requerido tenga un bloque de firma coincidente. Un correo electrónico inc

Question 2

¿Cómo funciona Crear con IA en BYOC y cómo funcionan las regeneraciones?

Accepted Answer

BYOC ahora admite tres modos de inicio: subir un PDF, pegar texto o Crear con IA. Crear con IA te permite comenzar desde cero completando un brief guiado y luego abre el resultado en el editor normal de BYOC con los campos y marcadores de posición de firma ya preparados. FLUJO DE CREAR CON IA ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 1) ELEGIR "CREAR CON IA" 2) COMPLETAR EL BRIEF 3) ACEPTAR EL DESCARGO DE RESPONSABILIDAD DE IA 4) GENERAR EL PRIMER BORRADOR 5) REVISAR EN EL EDITOR DE BYOC 6) REGENERAR DESDE EL EDITOR SI ES NECESARIO 7) BLOQUEAR Y ENVIAR PARA FIRMAR 1. Iniciar el modo de IA Ve a la pantalla de selección de BYOC y elige la opción 'Crear con IA'. Esta opción genera un borrador completo y estructurado a partir de tus instrucciones en lenguaje sencillo. 2. Completar el brief guiado El brief te pide detalles clave como el tipo de acuerdo, las partes involucradas, los términos de pago y las cláusulas especiales. Cuanto más específico seas en tus respuestas, más precisa será la primera versión generada por la IA. 3. El descargo de responsabilidad de la IA Antes de la generación, debes aceptar que el resultado es un borrador informativo para asistencia en la redacción y no constituye asesoramiento legal formal. El sistema utiliza modelos seguros de IA y no expone tus datos a conjuntos de datos de entrenamiento públicos. 4. Generar el primer borrador Haz clic en 'Generar borrador'. El sistema tarda entre 15 y 30 segundos en procesar el brief y estructurar el acuerdo. Una vez listo, te redirige directamente al editor de BYOC con el texto del contrato cargado y los campos de firma autodetectados. 5. Revisión en el editor Usa la barra lateral y las herramientas del editor para ajustar los campos de texto, las etiquetas y los tipos de datos. Puedes modificar cualquier parte del texto directamente en el editor sin necesidad de volver a generar. 6. Regenerar con un brief ajustado Si el borrador inicial está lejos de lo que necesitas (por ejemplo, faltan cláusulas completas o el enfoque es incorrecto), haz clic en el botón 'Regenerar con IA' en el editor. Esto abre de nuevo el formulario de tu brief con tus respuestas anteriores para que puedas ajustarlas y generar una versión mejorada. 7. Edición manual frente a regeneración Usa la regeneración para cambios estructurales importantes en las cláusulas o en el tipo de acuerdo. Usa la edición directa en el editor para corregir erratas, cambiar nombres de personas, o ajustar la ubicación de las firmas. 8. Persis

Question 3

¿Qué es el Paquete de Evidencias y cuál es la diferencia entre el PDF Certificado y el PDF de Evidencia?

Accepted Answer

El Paquete de Evidencias es tu conjunto de pruebas legales. Combina la integridad del documento, los metadatos de las firmas y el historial de auditoría para que puedas demostrar qué se firmó, quién lo firmó, cuándo y bajo qué método de verificación. DOCUMENTOS DE EVIDENCIA ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ PDF del Acuerdo (Certificado) + PDF del Certificado de Evidencia + JSON del Paquete de Evidencias + ZIP (todos los archivos + README) Para qué sirve cada archivo Certified PDF (agreement-certified.pdf / format=agreement-pdf) Incluye : El texto del acuerdo generado a partir de una instantánea de revisión inmutable, con metadatos de verificación (hash y revisión). Ideal para : Demostrar el texto exacto del contrato congelado para la firma. Disponibilidad : Disponible solo en estados elegibles (ready-to-sign y posteriores). Evidence PDF (evidence-certificate.pdf / format=pdf) Incluye : Identidades de los firmantes, marcas de tiempo, método de verificación, IP enmascarada, hash del documento, eventos de auditoría y prueba de cancelación (si corresponde). Ideal para : Disputas legales, revisión jurídica y auditoría operativa. Evidence JSON (evidence-package.json / format=json) Incluye : Conjunto completo de datos legible por máquina que contiene la revisión, las firmas y los registros de auditoría. Ideal para : Herramientas de cumplimiento (compliance), integraciones, analíticas internas y archivado estructurado. ZIP bundle (format=zip) Incluye : PDF de evidencia, PDF certificado (si es elegible), JSON completo y un archivo explicativo README. Ideal para : Archivo legal completo en una sola descarga. Valor legal Prueba de manipulación: el hash SHA-256 vincula las evidencias al contenido exacto del contrato. Contexto de identidad: muestra quién firmó y mediante qué ruta de verificación. Cronología demostrable: el registro de auditoría y las marcas de tiempo construyen una cadena clara de eventos. Portabilidad: los formatos ZIP y JSON permiten una verificación independiente por parte de equipos legales, de cumplimiento y técnicos. Para una entrega legal formal, descarga el archivo ZIP ya que es el más completo. El Certified PDF es la copia del contrato congelada; el Evidence PDF es el informe de evidencias de las firmas. Deben guardarse juntos.

Question 4

¿Cómo me registro y verifico mi cuenta?

Accepted Answer

Registrarse en EEZYDOX es un proceso sencillo diseñado para proteger su identidad: Si no ve el correo electrónico, revise su carpeta de spam. Puede solicitar un nuevo enlace desde la página de verificación, pero tenga en cuenta que hay una espera de 10 minutos entre solicitudes para evitar el spam.

Question 5

Do I need to verify my phone number?

Accepted Answer

While email verification allows access to the dashboard, phone verification is required for specific high-security actions: Starting marketplace drafts and finalizing template agreements. Using the Billing system. Signing certain types of legal agreements. This ensures compliance with security standards and helps prevent identity fraud.

Question 6

How do contacts work when I add parties or send invitations?

Accepted Answer

EEZYDOX includes a workspace contact book so you can reuse party details across agreements instead of typing them from scratch each time. Use my info fills your own party details from your account profile. Choose from contacts reuses saved people or companies from your workspace contact list. Contacts are searchable and sortable by name, added date, edited date, and last used date. When you select a contact, the agreement stores a snapshot, so editing that contact later does not silently rewrite older agreements. For invitation sharing, make sure the party has at least an email address or phone number filled in. If you work with the same counterparties often, keep one clean contact card per party and reuse it everywhere.

Question 7

How do I navigate the Dashboard?

Accepted Answer

The Dashboard is your central hub for managing all agreements: Agreement Cards: Each agreement appears as a card showing its title, status, and creation date. Filter Tabs: Use tabs to filter by status (All, Drafts, Active, Completed). Search: Quickly find agreements by typing in the search bar. Quick Actions: Click the three-dot menu on any card for quick actions like Edit, Copy Data, or View. Click on any agreement card to open its full summary page with all details and actions.

Question 8

How do I change my display name?

Accepted Answer

To update your display name: Click your profile icon in the top-right corner. Select "Account" from the dropdown menu. On the Account page, find the "Profile" section. Edit your Display Name field. Click "Save Changes" . Your display name appears on agreements you sign and in notifications to other parties.

Question 9

How do I upgrade to a Corporate account?

Accepted Answer

You can request an upgrade directly from your account settings: Go to your Account Page . Find the Account Type section. Click the "Upgrade to Corporate" button. Our team will review your request (usually within 24 hours) and notify you once your account has been upgraded to enable team management features. Corporate accounts allow you to create teams, invite members, and manage shared agreements.

Question 10

How do I change my password?

Accepted Answer

To change your password: Go to Account → Security . Find the "Password" section. Click "Change Password" . Enter your current password, then your new password twice. Click "Update Password" . Use a strong password with at least 8 characters, including uppercase, lowercase, numbers, and symbols.

Question 11

How do I enable two-factor authentication (2FA)?

Accepted Answer

We strongly recommend setting up 2FA for better security. EEZYDOX supports multiple methods: Option 1: Passkeys (Recommended) Go to Account → Security . Click "Add Passkey" . Follow your device's prompts (Face ID, Touch ID, or security key). Option 2: Authenticator App (TOTP) Go to Account → Security . Click "Set up Authenticator" . Scan the QR code with Google Authenticator, Authy, or similar app. Enter the 6-digit code to verify. Passkeys are the most secure and convenient option - they use your device's biometrics and can't be phished.

Question 12

How do I request account deletion?

Accepted Answer

If you wish to delete your account: Go to Account → Settings . Scroll to the bottom and find "Delete Account" . Click the button and confirm your decision. Your request will be processed, and you'll receive a confirmation email. Account deletion is permanent. All your draft agreements will be deleted. Signed/completed agreements are retained for legal compliance per applicable retention policies.

Question 13

How do I change my email address?

Accepted Answer

To update your email address, you must first ensure your account is secure: Security Check: You must have at least one strong verification method enabled (Passkey, Authenticator App, or Verified Phone). Initiate Change: Go to Account → Profile , click "Edit" , then click the "Change" button next to your email. Confirm: We will send confirmation links to BOTH your current and new email addresses. You must click both to complete the change. Changing your email will invalidate any pending invitations sent to your old address. You will need to be re-invited to those agreements. Existing agreements you have already signed will remain accessible.

Question 14

How do I use Tags to organize my agreements?

Accepted Answer

You can create colorful Tags to categorize and filter your agreements (e.g., "Internal", "High Priority", "Client A"). Manage Tags: Click "Manage Tags" in the filter sidebar to create, rename, or change tag colors. Assign Tags: Click the "+" icon on any agreement card or list item to assign one or more tags. Filter by Tag: Select a tag from the sidebar to immediately see all related agreements. Team Collaboration: Tags are shared within your organization, so your entire team can stay organized together.

Question 15

How do I use Groups to organize my agreements?

Accepted Answer

Groups (folders) let you group related agreements together in a dedicated space. Create Groups: Click the "New Group" button in the Groups sidebar. Add to Group: You can drag and drop an agreement onto a group name, or use the "Move to Group" action in the meatball menu (three dots) of any agreement. Remove from Group: Use the "Remove from Group" action in the agreement menu. This will return the agreement to the main list without deleting it. Shared Access: Groups are visible to all organization members with appropriate permissions, making it easy to manage projects across your team. Agreements can only belong to one group at a time. If you move an agreement to a new group, it will be removed from its previous group.

Question 16

How do I create a new agreement using the Wizard?

Accepted Answer

The Agreement Wizard guides you through drafting a legal document step-by-step: Select Template: From your dashboard, click "New Agreement" and choose a template (e.g., Residential Lease, Employment Contract). Fill Details: The Wizard will ask for specifics like: Basics: Dates and general terms. Parties: Who is involved (Landlord/Tenant, Employer/Employee). Property/Role: Specific details about the asset or job. Auto-Save: Your progress is automatically saved to your local device, so you can close the tab and return later without losing data. Review & PDF: In the final step, review the generated document and download a draft PDF before sending it for signature.

Question 17

What are the different agreement statuses?

Accepted Answer

Agreements progress through several statuses. Here's what each means: DRAFT → IN_REVIEW → READY_TO_SIGN ↓ SIGNING_IN_PROGRESS ↓ SIGNED ↓ COMPLETED ↓ EXPIRED or CANCELED Work in progress, can be edited freely. Being reviewed before locking. Locked for signing; owners/managers can reopen before final execution. At least one party has signed; reopening supersedes those live signatures. All required parties have signed. Finalized and archived. Mutually canceled by all parties.

Question 18

What happens when I click 'Lock for Signing'?

Accepted Answer

When you click "Lock for Signing" (or complete the Review step), several things happen: Content Freeze: The agreement content becomes read-only. No more edits are allowed. Status Change: Status updates to . Notifications: All invited participants receive a notification that the agreement is ready. Signing Enabled: The "Sign" button becomes active for all parties. If you need to make changes after locking, use Reopen for Editing . The agreement returns to Draft, active signatures are cleared from the current version, and all parties must review and sign the next locked revision.

Question 19

Why can't I edit my agreement anymore?

Accepted Answer

Your agreement becomes read-only in these situations: Status is locked: Once an agreement reaches "Ready to Sign" or beyond, editing is restricted to protect document integrity. You don't have edit permission: Only the agreement owner, agreement manager, or users with edit permissions can modify content. Agreement is completed/signed: Finalized agreements cannot be edited. Consider creating an instead. Before final execution, owners and agreement managers can use Reopen for Editing from a Ready to Sign, Signing, or Locked state. After Signed, Completed, Expired, or Canceled, use the Amendment feature instead.

Question 20

How do I cancel an agreement?

Accepted Answer

Canceling a signed agreement requires mutual consent from all parties: Open the agreement and go to the Signatures step. Click "Cancel Agreement" and provide a reason. A cancellation request is created with status PENDING . All other parties receive a notification to agree or decline. Once all parties agree , the agreement status changes to . Canceled agreements are preserved for legal records. They cannot be reactivated, but you can download the Evidence Package showing the cancellation.

Question 21

How can I copy data from an existing agreement?

Accepted Answer

The Copy Data feature saves time by transferring details like parties and property info between agreements. There are two ways to use it: 1. Pull Mode (Importing Data) Use this when you have a blank Draft and want to fill it. Open your Draft Agreement . Click the Copy Data icon (two overlapping sheets). Select a source agreement (Draft, Signed, or Completed) to copy from. Click Confirm . 2. Push Mode (Copying To New) Use this when looking at an old agreement you want to duplicate. Open a Signed or Completed Agreement . Click the Copy Data icon. Select a target Draft Agreement to overwrite. Signatures and "Completed" status are never copied. The target agreement will remain a Draft until signed again.

Question 22

What is an Amendment and how do I create one?

Accepted Answer

An Amendment creates a new version of a Signed or Completed agreement, allowing you to modify terms while keeping a link to the original. Go to the Marketplace . Look for templates marked as . Select the template and choose the parent agreement you wish to amend. The system will create a new draft that inherits all data. Make your changes and proceed through the signing flow. The new agreement will display an Amendment badge and link back to the parent document for easy reference.

Question 23

What is the difference between 'Signed' and 'Completed'?

Accepted Answer

These two statuses represent different stages of agreement finalization: All required parties have added their digital signatures. The agreement is legally binding but may have additional steps (like payment processing or document finalization). The agreement has been fully processed and archived. This is the terminal state - the Evidence Package is finalized and all audit trails are locked. Both statuses indicate a legally binding agreement. "Completed" simply means all post-signing steps are done.

Question 24

Why is my agreement showing as 'Locked' and what can I do?

Accepted Answer

The status means the current signing revision is frozen. Depending on where the agreement is in the lifecycle, it may either be reopenable before execution or terminal after completion. Pre-execution lock: the agreement is frozen for signing and can be reopened by the owner or agreement manager. Signing in progress: one or more parties may have signed; reopening supersedes those signatures for the active version. Terminal states: Signed, Completed, Expired, and Canceled agreements cannot be reopened for editing. If you need to unlock: The agreement must still be pre-terminal: , , or . You must be the owner or have agreement management permissions. Open the agreement in the editor. Click Reopen for Editing . The agreement will revert to status. Live signatures on the active revision are cleared and must be collected again on the next version. Reopening supersedes the active signing revision. Previous signature evidence remains in the audit trail as historical evidence, but it no longer applies to the edited agreement. If you see a "Locked" status but cannot reopen and cannot access completion/download actions, contact support@eezydox.com.

Question 25

What are EEZY Credits, and how are they different from the regular organization credit wallet?

Accepted Answer

EEZY Credits are the org-level action credits used for BYOC processing and execution unlocks, INTELLIDOX analysis, marketplace template finalization, marketplace amendment finalization, and other paid document actions. They are not the same as the older money-based organization credit wallet used in legacy checkout. EEZY CREDIT MODEL ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ORG BUYS CREDIT PACKS ↓ BALANCE LIVES ON THE ORG ↓ NEW CREDIT-BASED ACTIONS USE THAT ORG BALANCE ↓ USAGE IS LOGGED PER ACTION Org-level, not user-level. The balance belongs to the active organization, so multiple teammates can use the same pool. Separate from the legacy wallet. The older organization credit wallet is currency-based; EEZY Credits are unitless usage credits for credit-based document actions. Current action pricing: costs are configured in Admin and shown before the user spends credits. BYOC is free to review for the first upload preview and first shared structured preview, then uses credits only when execution unlocks. Marketplace templates and amendments are free to start and consume credits only at finalization. Current public packs: Starter = 50 credits / ILS 39, Growth = 200 credits / ILS 129, Scale = 500 credits / ILS 279. Balance buckets: the system can use free usage first, then purchased credits, then bonus credits. Credit-based action Cost display Notes PDF Overlay + Signatures Shown live before creation 1 lifetime free upload preview per organization; later paid processing includes execution for that agreement Paste Text Shown live before creation Shares 1 lifetime structured preview with PDF Parse and Create with AI PDF Parse Shown live before creation Shares 1 lifetime structured preview with Paste Text and Create with AI Create with AI Shown live before creation Shares 1 lifetime structured preview with Paste Text and PDF Parse BYOC finalization Shown live before unlock Used only for free-trial BYOC agreements to unlock invitation links, signing, final PDFs, certified PDFs, and evidence exports INTELLIDOX analysis Shown live before analysis Paid action for AI agreement analysis before advisor escalation Marketplace template finalization Shown live before finalization Unlocks invitation links, signing, final PDFs, certified PDFs, and evidence exports Marketplace amendment finalization Shown live before finalization Unlocks amendment signing, final PDFs, certified PDFs, and evidence exports Owners and organization admins can buy EEZY Credits, but the resulting balance

Question 26

When do EEZY Credits get charged, and what actions do not consume them?

Accepted Answer

BYOC is trust-first. The first preserved-PDF overlay preview and the first shared structured preview can be reviewed for free. If that free-trial draft moves to execution, EEZY Credits are used at the unlock step. After a free allowance is used, paid BYOC processing is charged only after the draft is saved successfully and includes execution entitlement for that same agreement. CHARGE TIMING ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 1. USER STARTS OR FINALIZES BYOC 2. SYSTEM QUOTES FREE/PAID ENTITLEMENT 3. PENDING CHARGE IS CREATED ONLY IF NEEDED 4. AGREEMENT + BYOC CONTRACT OR REVISION ARE SAVED 5. ONLY THEN IS THE CHARGE POSTED IF CREATION FAILS → CHARGE IS MARKED FAILED → BALANCE SHOULD NOT BE INTENTIONALLY CONSUMED EEZY Credits are currently charged when: You use BYOC processing after the relevant free preview allowance has already been used. You unlock invitation links, signing, and final documents for a free-trial BYOC draft through BYOC finalization . You finalize a marketplace template draft for signatures and final artifacts. You finalize a marketplace amendment draft for signatures and final artifacts. EEZY Credits are currently not charged for: Opening an existing BYOC agreement. Reviewing the first preserved-PDF overlay preview or first shared structured BYOC preview. Editing fields, sections, recipients, or signatures inside an existing draft. Preparing BYOC invitation records before unlock; the links stay hidden until credits and readiness are complete. Finalizing setup after a paid post-trial BYOC processing charge; that processing charge already covers execution for the agreement. Re-uploading into an already existing Draft or Failed BYOC agreement. Starting or editing a marketplace template or amendment draft before finalization. Opening, editing, signing, or downloading an agreement after the required marketplace finalization charge has been posted. The current translation request/generation flow. The current AI regeneration flow from inside an existing BYOC agreement. The balance is checked in this order: grouped BYOC free usage first , then purchased credits , then bonus credits . If the organization does not have enough entitlement, the paid action is blocked before credits are posted. You can review and prepare a first BYOC result before paying. Portable execution surfaces such as invitation links, signing, PDF downloads, certified PDFs, and evidence exports unlock only after credits are spent and readiness checks pass. Retry protection us

Question 27

¿Qué es INTELLIDOX?

Accepted Answer

INTELLIDOX es la función de análisis de acuerdos asistida por IA de EEZYDOX. Revisa el texto legible del acuerdo y devuelve hallazgos prácticos como información faltante, cláusulas inusuales, problemas de preparación para la firma, contradicciones y elementos que pueden merecer la revisión de un asesor. INTELLIDOX es puramente informativo. No determina si un acuerdo es legalmente válido, ejecutable, justo, completo o seguro de firmar.

Question 28

¿Es INTELLIDOX asesoramiento legal?

Accepted Answer

No. INTELLIDOX no es asesoramiento legal, representación legal, una opinión legal o un reemplazo para un asesor calificado.

Question 29

Who can see signer-private INTELLIDOX reviews?

Accepted Answer

Signer-private INTELLIDOX reviews are private to the user who runs them by default. The agreement owner, counterparty, and other signers do not see those findings unless the reviewing user explicitly shares selected findings. Owners can run owner-side INTELLIDOX reviews for agreements they manage. Invited participants can run private reviews when they have access and the agreement has readable text. Private review results do not change the agreement status or invalidate signatures. Sharing a finding is a deliberate action, not an automatic notification. Running INTELLIDOX after someone has signed does not move the agreement back to Draft and does not reopen negotiation by itself.

Question 30

How are EEZY Credits used for INTELLIDOX?

Accepted Answer

INTELLIDOX is designed as a separate billable action using the organization EEZY Credits balance. The current staged launch cost is 15 EEZY Credits per agreement analysis unless a free, promotional, or admin-configured entitlement applies. The product checks billing eligibility before starting a paid run. Credits are consumed for the analysis action, not for merely opening an agreement. Finding actions such as resolve, dismiss, share, or advisor referral do not rerun the analysis by themselves. Organization owners and admins can buy EEZY Credits from billing. The INTELLIDOX cost is shown in the agreement surface before the run starts so users understand the credit impact.

Question 31

Can I choose the INTELLIDOX results language?

Accepted Answer

Yes. Before running INTELLIDOX, choose the language you want for the summary, findings, explanations, and suggested actions. The agreement text itself does not have to be rewritten or translated first. The selected language is part of the review request. Running the same agreement in another language creates a separate review result. Safety labels, categories, and legal-information disclaimers still apply in every language. The dashboard may show an INTELLIDOX indicator after you run a review. Choose the language that helps you understand the findings best, especially when a signer is reviewing privately before acceptance.

Question 32

What notifications does INTELLIDOX send?

Accepted Answer

INTELLIDOX events can appear in the in-app notification center and, where email delivery is enabled, as notification emails. Private reviews stay private: other parties are not notified just because you ran INTELLIDOX. The requester is notified when a review completes or fails. The owner is notified only when a signer deliberately shares a selected finding with the owner queue. The requester is notified when an owner accepts, rejects, responds to, or resolves a shared INTELLIDOX request. Advisor referral status updates can create INTELLIDOX advisor notifications. INTELLIDOX notifications do not change agreement status, reopen negotiation, or expose a private review unless the user explicitly shares a selected finding.

Question 33

How do advisor referrals work and what is shared?

Accepted Answer

If INTELLIDOX finds something that may deserve human review, you can ask an independent advisor about a selected finding. Advisor referral sharing requires an explicit consent step. The selected finding and referral details are shared with the advisor. You choose whether to include broader agreement context. The advisor may receive contact details needed to respond. Advisor status can be tracked as requested, accepted, declined, or completed. Advisors are independent third parties. EEZYDOX does not endorse, supervise, guarantee, or control their advice, fees, or services.

Question 34

How does INTELLIDOX work for uploaded BYOC agreements?

Accepted Answer

INTELLIDOX can run on BYOC agreements after EEZYDOX has readable agreement text. That can come from a pasted text draft, a parsed PDF, an AI-created BYOC draft, or another BYOC flow that stores enough text for analysis. On the upload screen, INTELLIDOX explains that analysis unlocks after a BYOC agreement exists. Inside the BYOC editor, a floating INTELLIDOX action can start or show the latest analysis. On the dashboard agreement card, eligible agreements show an INTELLIDOX quick action. If the system cannot read enough agreement text, it should not charge credits for analysis. For scanned or low-quality PDFs, use a mode that produces readable contract text before expecting INTELLIDOX findings.

Question 35

What is BYOC (Bring Your Own Contract)?

Accepted Answer

BYOC stands for Bring Your Own Contract . It lets you upload any existing contract (PDF or plain text) and turn it into a fully managed, signable agreement on EEZYDOX. Instead of starting from a blank template, BYOC uses AI to: Detect sections, clauses, and structure in your document. Extract fields like names, dates, amounts, and addresses. Pre-populate a visual editor so you can refine and finalize. Once your contract is ready, you can invite signers, add signature blocks, optionally translate it, lock it, and collect legally-binding digital signatures - all within EEZYDOX. BYOC is ideal when you already have a contract drafted by a lawyer or from another system and just need to manage the signing process digitally.

Question 36

How do I upload my contract to BYOC?

Accepted Answer

BYOC supports two methods of importing your contract: Option 1: Upload a PDF Go to the Marketplace and start a new BYOC agreement. On the upload screen, drag and drop your PDF or click to browse. Maximum file size is 25 MB . The system validates the file type and size before uploading. Option 2: Paste Text On the upload screen, switch to the "Paste Text" tab. Paste your contract text directly into the text area. Minimum 100 characters required. Your data is encrypted at rest and in transit. AI processing uses zero data retention - your contract content is never used for training.

Question 37

Which BYOC PDF mode should I choose: Editable reconstruction or Original PDF overlay?

Accepted Answer

When you upload a PDF to BYOC, you can choose between two different workflows. The right one depends on whether you want to rewrite the contract or preserve it exactly as-is. Mode Best for What happens Editable reconstruction You want AI to rebuild the contract into the editor so you can rewrite clauses directly. The PDF is parsed into sections and fields, then opened as editable BYOC content. Original PDF overlay You want to keep the uploaded PDF visually intact and place fill/sign fields on top. The original PDF becomes the signing surface. You place recipient fields and signature spots over the existing pages. Choose Original PDF overlay when the PDF already looks final and you mainly need digital completion and signatures. Choose Editable reconstruction when you still need to actively rewrite the document inside EEZYDOX. If your lawyer already gave you the final PDF layout, overlay mode is usually the fastest and safest path.

Question 38

Why does BYOC ask me to add parties before fields?

Accepted Answer

BYOC fields are usually connected to a person: someone must fill a value, sign, initial, or review the assigned area. For that reason, field creation is locked until the agreement has at least one party. Parties first: add each signer or recipient before placing signature and fillable fields. Fields second: once a party exists, add text, date, checkbox, initials, name, and signature fields. Assignment last: review who fills each field before freezing or sending the agreement. This applies to both BYOC modes: Original PDF overlay and the editable BYOC Editor . Owner-prefilled fields can remain unassigned when they are completed before sending, but recipient fields and signature fields should be assigned to the correct party. When the field controls are disabled, open the Parties tab, add at least one party, then return to Fields.

Question 39

How do I use the BYOC Original PDF overlay flow from upload to sending?

Accepted Answer

Overlay mode keeps your uploaded PDF exactly as it looks and lets you add fillable fields and signature spots on top of the original pages. PDF OVERLAY FLOW ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 1. UPLOAD PDF 2. CHOOSE "ORIGINAL PDF OVERLAY" 3. OPEN THE PDF WORKBENCH 4. ADD RECIPIENTS 5. PLACE FIELDS ON THE PDF 6. ASSIGN WHO FILLS OR SIGNS 7. PREFILL OWNER-ONLY VALUES 8. REVIEW VALIDATION 9. FREEZE AND SEND Upload the PDF and select Original PDF overlay on the BYOC upload screen. Open the workbench . EEZYDOX shows the original PDF pages instead of converting the contract into editable clauses. Add recipients with their names, roles, and email addresses. Place fields such as text, date, name, initials, checkbox, and signature on the exact spots where they belong on the PDF. Assign each field either to a signer or leave it as an owner-prefilled field when it should already be filled before sending. Use bulk tools to select multiple fields and assign them to one recipient, mark them required/optional, clear assignees, or delete them. Review the Ready to Send dialog . The system blocks sending if a signer has no email, a signature field is unassigned, a required owner field is empty, or a field sits outside the page. Freeze and send . This locks the PDF, the field layout, and the recipient assignments for signing. You can also choose an optional one-time signing translation during the freeze step. That translation is for signer convenience, while the locked original remains the source of truth. Do your final visual check before freezing. After that point, you should treat that version as the legal signing snapshot.

Question 40

How do recipients fill and sign a BYOC Original PDF overlay agreement?

Accepted Answer

Recipients receive the actual PDF-based agreement, not a rebuilt template. They review the preserved pages, complete the fields assigned to them, and sign in place. RECIPIENT EXPERIENCE ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 1. OPEN INVITATION 2. REVIEW ORIGINAL PDF 3. FILL ASSIGNED FIELDS 4. OPTIONALLY VIEW TRANSLATION 5. SIGN 6. DOWNLOAD STAMPED / CERTIFIED OUTPUT What recipients can fill Recipients can change only the editable fields assigned to their party. They cannot move fields, edit another recipient's fields, or change the PDF layout. Text fields Name fields Date fields Initials fields Checkbox fields What happens when they sign The signer completes identity verification using the normal EEZYDOX signing security flow. Their signature is applied to every signature box assigned to them in the frozen overlay snapshot. If an assigned name or date field was left blank, EEZYDOX can fill it automatically during signing. Downloads Stamped PDF shows the original uploaded PDF with the live overlay values and signature images applied. Certified PDF becomes available after the agreement reaches the eligible signed state and includes the certified evidence package flow. If the owner generated a frozen signing translation during lock, recipients can review that translated view while still signing the same frozen agreement.

Question 41

What happens during AI parsing of my contract?

Accepted Answer

After uploading, your contract goes through AI-powered parsing that extracts structure and data automatically. PARSING STAGES ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ STAGE 1: Contextual Map (0-30%) → Document structure analysis STAGE 2: Field Synthesis (30-70%) → Extracts fields and metadata STAGE 3: Wizard Layout (70-100%) → Generates editor steps What AI extracts: Sections - Clause titles and content blocks. Fields - Names, dates, amounts, addresses, and other fillable data. Parties - Detected signers with roles. Confidence scores - Each extraction gets a 0-100% confidence rating. AI is a helper, not a final judge. Always review every extracted field and section before proceeding. You can edit, add, or remove anything the AI found.

Question 42

What is the AI confidence score and what do the colors mean?

Accepted Answer

Each field and section extracted by AI receives a confidence score indicating how sure the AI is about its extraction: AI is very confident - still verify, but likely correct. AI is somewhat confident - review carefully. AI is unsure - this needs manual verification. You can mark fields as verified using the checkbox next to each field. The Review step will warn you about any unverified low-confidence fields before you lock the contract. Filter fields by "Review" in the Fields panel sidebar to quickly find all low-confidence items that need your attention.

Question 43

How do I use the BYOC visual editor?

Accepted Answer

The BYOC editor provides a WYSIWYG canvas that looks like a real document page. Here is what you can do: Text Formatting Bold, italic, underline, and strikethrough. Headings (H1, H2, H3), bullet and numbered lists. Text alignment (left, center, right, justify). Code blocks and block quotes. Advanced Features Tables - Insert configurable tables with resizable columns. Images - Upload PNG images (up to 4 MB) into the document. Links - Add clickable hyperlinks. Font size - Adjust text size as needed. Sidebars Fields Panel - Search, filter, edit, and drag fields into the document. Parties Panel - Manage parties and drag signature blocks into position. The editor auto-saves every 2 seconds while in Draft status, so your work is never lost.

Question 44

How do field placement and editing work in BYOC Overlay and BYOC Editor?

Accepted Answer

New fields should always appear where the user can find them, and selecting a field should take you to the controls used to edit it. Original PDF overlay On desktop, drag a field from the field palette and drop it on the PDF page. If you click a field type instead of dragging, BYOC places it in the visible document area and selects it so it is ready to move or edit. On mobile, use the field palette to add a field, then move and edit it from the document and field controls. Clicking a placed field opens the field inspector and scrolls the workbench to the editing area. Editable BYOC Editor Click inside the document where the field should be inserted, then use Insert Field or Signature . If no cursor position is active, BYOC adds the field at the end of the document, shows feedback, scrolls to it, and briefly highlights it. Click an inserted field to open the sidebar controls for its label, value, type, required state, and assignee. Fields stay locked until at least one party exists. Add parties first, then place and assign fields.

Question 45

How do I insert fields and signatures into my BYOC contract?

Accepted Answer

First add at least one party, then place fields or signature blocks in the agreement. BYOC needs a party before it can safely assign recipient-filled or signature fields. Original PDF overlay Open Parties and add the signer or recipient. Open Fields , drag a field from the palette, and drop it on the PDF. Click fallback placement is also supported: BYOC places the new field in the visible page area, selects it, and opens the editing controls. Editable BYOC Editor Place your cursor where you want the field, then click Insert Field or Signature in the toolbar. Select the field or party from the dropdown. If there is no active cursor, BYOC inserts the field at the end, scrolls to it, and highlights it so you can find it immediately. Fields appear as colored badges or overlay boxes, depending on the BYOC mode. Clicking a field selects it and takes you to the controls where you edit the label, value, assignee, and required state. Every party must have at least one signature block placed in the document. The system will block locking if any party is missing a signature spot.

Question 46

What field types are available in BYOC?

Accepted Answer

BYOC supports a wide range of field types that can be extracted by AI or added manually: Type Description Text Single-line text (names, titles, etc.) Textarea Multi-line text for longer descriptions Number Numeric values Date Date picker for dates Currency Monetary amounts Email Email addresses with validation Phone Phone numbers Address Physical addresses Select Dropdown with predefined choices Boolean Yes/No toggle fields You can add custom fields at any time from the Fields sidebar. Each field can be marked as required or optional.

Question 47

How do I customize the BYOC document header?

Accepted Answer

You can add a professional header to your BYOC contract that appears on the PDF output: Enable Header: Toggle the header on from the header settings in the editor. Upload Logo: Add your company logo (PNG, JPG, or WEBP, max 4 MB). Set Alignment: Position the logo on the left, center, or right. Show Title: Optionally display the agreement title in the header. The header is included in both the editor preview and the final signed PDF document. A professional header with your company logo adds credibility and branding to your contracts.

Question 48

How do I add and manage parties in BYOC?

Accepted Answer

Parties are the people who need to sign the contract. You can manage them in the Parties sidebar or the Parties step of the wizard. Adding a Party Click "Add Party" and fill in: name, email, role, and optionally ID number, phone, and address. AI may pre-populate parties detected from your contract. Self-Enrollment Toggle "This is me" next to a party to assign yourself. Your party card will show a "This is you" badge. Requirements At least 2 parties are required. Each party must have a valid email address . Every party needs at least one signature block in the document. Double-check email addresses before sending invitations. A wrong email means the invitation goes to the wrong person.

Question 49

How do I invite signers to my BYOC agreement?

Accepted Answer

Once your contract is ready, you can invite each party to view and sign: INVITATION FLOW ━━━━━━━━━━━━━━━━━━━━━━━━━━ 1. ADD PARTY → Name + Email 2. SET PERMISSION → Sign / Fill only / View / Co-edit 3. SEND INVITE → Secure link created 4. SHARE → Email, WhatsApp, Telegram 5. TRACK → Monitor status Permission Levels Can view, fill assigned fields, and sign (default). Can view and fill assigned fields, but cannot sign. Can view and edit draft content. Use only for trusted collaborators. Read-only access to the document. Managing Invitations Revoke pending invitations or unsigned accepted participants. Signed participants retain at least view/download access because they have signature evidence. View-only observers can be revoked at any time, including after signing. Renew expired or revoked invitations. Copy link to share manually via any channel.

Question 50

How does the BYOC translation feature work?

Accepted Answer

BYOC supports AI-powered document translation for multi-lingual signing scenarios. Supported Languages For Signers (Non-Owners) Open the locked agreement. Click "Request Translation" in the banner. Select your preferred language and submit. Wait for the owner to approve and generate the translation. For Owners See pending translation requests in the editor. Click "Generate Translation" . The AI translates the entire frozen document while preserving formatting. All parties can then toggle between original and translated views. Translation can only be generated once per lock. The original contract language remains the legally authoritative version. To re-translate, you must unlock, then re-lock the agreement.

Question 51

How do I lock my BYOC contract for signing?

Accepted Answer

Locking freezes the contract so signatures can be collected. Click "Ready for Signatures" in the toolbar to start the validation. Pre-Lock Validation The system checks for issues before allowing you to lock: Blocking Errors (must fix) No parties added. Party missing an email address. Required fields left empty. Signature blocks not assigned to a party. A party without any signature block. Warnings (non-blocking) Optional fields left empty. Low-confidence fields not verified. If credits have already been spent for this BYOC agreement, the validation dialog may offer a PDF preview. Otherwise, use the in-app editor or PDF canvas to verify layout before unlocking signing. Review the document carefully before locking. BYOC PDF downloads, invite links, signing, certified PDFs, and evidence exports unlock only after credits and readiness are complete.

Question 52

Can I unlock a BYOC agreement after locking it?

Accepted Answer

Yes. BYOC follows the same reopen standard as the template wizards. You can reopen before final execution to replace parties, repair invitation access, move fields, or update terms. You must be the owner or have agreement management permissions. The status must be , , or . A confirmation dialog will warn that active signatures are cleared and all parties must sign the next version. You CANNOT unlock if: Status is - the agreement has been fully executed. Status is completed, canceled, expired, or otherwise terminal. You do not have management permission for the agreement. Unlocking reverts the agreement to Draft status, supersedes the active signing revision, and clears live signature state. Previous signatures stay in the audit trail as historical evidence, but they no longer apply to the edited agreement.

Question 53

How do signers sign a BYOC agreement?

Accepted Answer

Signers receive an invitation and follow these steps: SIGNING JOURNEY ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 1. RECEIVE → Invitation link via email 2. REVIEW → Read the full contract 3. TRANSLATE → Toggle to translated view (if available) 4. SIGN → Choose signature method 5. CONFIRM → Verify identity (2FA) 6. DONE → Signature recorded + email sent Signature Methods Draw - Sign using a canvas (mouse or touch). Type - Type your name in a signature font. Upload - Upload a signature image. After all parties sign, the agreement status changes to and a certified PDF with all signatures becomes available for download. Signers are prompted for identity verification (Passkey, Authenticator, or SMS) to ensure the signature is legally binding.

Question 54

How do I copy data between BYOC agreements?

Accepted Answer

The Copy Data feature lets you transfer field values, party information, and content between BYOC agreements: Pull Mode (import into a draft) Open your Draft BYOC agreement. Click the Copy Data icon. Select a source agreement to import from. Click Confirm to copy the data. Push Mode (copy from a locked agreement) Open a locked or completed BYOC agreement. Click the Copy Data icon. Select a target Draft agreement to copy to. Data can only be copied between agreements of the same type (BYOC to BYOC). The target must be in Draft status. Copied agreement titles are prefixed with "Copy of".

Question 55

What are the file size and format limits for BYOC?

Accepted Answer

Here are the technical limits for BYOC: Item Limit PDF file size 25 MB maximum Pasted text 100 characters minimum Accepted file type PDF only (or plain text paste) Header logo PNG, JPG, or WEBP - 4 MB max Inline images PNG only - 4 MB max Translation One translation per lock cycle Minimum parties 2 parties required

Question 56

Can I re-upload a different contract to an existing BYOC draft?

Accepted Answer

Yes. If you uploaded the wrong file or want to start over with a different document: Go back to the Upload screen for your existing draft. Upload the corrected PDF or paste new text. The system will re-parse the new content. Continue editing from the updated draft. Re-uploading replaces the previously parsed content. Any manual edits you made to the old document will be lost, so re-upload early before investing time in edits.

Question 57

Can I regenerate a BYOC reconstruction if it looks wrong?

Accepted Answer

Yes. If an editable PDF reconstruction missed content, produced the wrong structure, or extracted a poor draft, use Regenerate from the BYOC reconstruction banner while the agreement is still in Draft. When to use regeneration The uploaded PDF was correct, but the editable version looks incomplete. Sections, fields, or parties were detected incorrectly. The system produced a stale or obviously wrong reconstruction. You want to retry the reconstruction before manually editing the draft. What regeneration does Reruns BYOC reconstruction from the original saved source document. Replaces the current editor content, sections, fields, parties, and wizard steps. Keeps the same draft agreement record so you can continue from the refreshed result. Regeneration overwrites manual edits, adjusted fields, parties, and editor content. Use it before investing time in manual cleanup. Reconstructed regenerations are free, but the number of attempts is limited. If you uploaded the wrong PDF or need to use a different source file, use re-upload instead of regeneration.

Question 58

What is the BYOC PDF preview and why should I use it?

Accepted Answer

The BYOC PDF preview is a downloadable draft PDF for agreements that have already spent credits. Before that point, use the in-app editor or PDF canvas to review the content without downloading portable PDF bytes. Draft watermark - Preview PDFs show a "DRAFT" watermark to distinguish them from final versions. Layout verification - Check that fields, signatures, tables, and images appear correctly. Header check - Verify your logo and title render properly. Credit-gated - Downloadable BYOC preview PDFs are available only after credits have been spent for that agreement. After signing, the Certified PDF includes all signatures, timestamps, and verification metadata without any watermark. For free-trial drafts, trust the in-app canvas first. Credits are required when you unlock invitations, signing, and final document downloads.

Question 59

How do I invite others to sign?

Accepted Answer

Once your agreement is ready, you can prepare participant invitations from the Agreement Summary or the parties/signatures step. BYOC and marketplace drafts let you save invitation details before payment, but the share link stays hidden until the agreement has the required credits and readiness unlock. INVITATION FLOW ━━━━━━━━━━━━━━━━━━━ 1. PREPARE Owner adds email + role 2. FINALIZE IF REQUIRED EEZY Credits unlock the invite link 3. SHARE Magic link sent via email 4. ACCEPT Recipient clicks link ━━━━━━━━━━━━━━━━━━━ ⚡ Expires after 72 hours Go to the Agreement Summary page. Locate the Invitations Panel . Click the Invite User icon. Enter the participant's Email and select their Role (e.g., Tenant, Guarantor). Click Prepare Invitation or Send Invitation , depending on whether the agreement is already finalized. The status will change to PENDING until they accept. If credits or final setup are still required, the invitation is prepared but its link, email delivery, acceptance, and signing remain locked until execution unlock. You can revoke invitations if needed.

Question 60

How do signing invitations work?

Accepted Answer

Signing invitations are designed to get a signer to the signing room quickly without exposing agreement details before identity is verified. The signer opens the invitation link and sees a secure signing entry page. EEZYDOX asks the signer to log in, sign up, or continue with Google. After authentication, the signer must prove ownership of the invited email address or verified phone number. Only then is the invitation accepted and the signer taken to the signing room. Before signing, EEZYDOX may ask for a saved signature and a strong verification method such as a passkey, authenticator app, or verified phone. Agreement title, party details, and signing content are shown only after authentication and verified invitation ownership. After signing, invited signers can complete their account profile if they want ongoing dashboard access, but they do not need full onboarding before signing.

Question 61

How do I sign an agreement I was invited to?

Accepted Answer

Open the invite link, verify the account that received the invite, review the locked agreement, complete any required signer setup, and apply your signature from the signing room. Open the original invitation link. Sign in, sign up, or continue with Google using the invited email. Confirm your email or verified phone ownership when asked. Create or choose a saved signature. Use passkey, authenticator, or SMS verification, then consent and sign.

Question 62

Do I need a full EEZYDOX account to sign?

Accepted Answer

No. Invited signers can use a signer-lite path that asks only for the security steps needed to sign. You still need an authenticated account with verified invite ownership. You need a saved signature and strong verification before signing. Workspace setup, billing setup, and full profile onboarding can wait until after signing. After signing, EEZYDOX may show a CTA to complete your account if you want ongoing dashboard access.

Question 63

Can I sign in with Google?

Accepted Answer

Yes. Google sign-in is available globally for login, signup, and invitation signing. For signing invitations, the verified Google email must match the invited email before EEZYDOX accepts the invitation or shows agreement details.

Question 64

What happens if my Google account email is different from the invite?

Accepted Answer

EEZYDOX blocks the invite claim and asks you to switch accounts. This prevents the wrong person from claiming a signer role. Sign out of the mismatched account. Continue with the email that received the invitation. Ask the sender for a new invitation if the invited email is wrong.

¿Cómo podemos ayudar?

Comience con los flujos de trabajo más grandes

¿Puedes explicar BYOC de forma muy sencilla, paso a paso, desde la compra hasta la firma?

¿Cómo funciona Crear con IA en BYOC y cómo funcionan las regeneraciones?

¿Qué es el Paquete de Evidencias y cuál es la diferencia entre el PDF Certificado y el PDF de Evidencia?

Todas las preguntas

Primeros pasos

Getting Started

Account Management

Agreements

BYOC

INTELLIDOX

Invitations & Roles

Billing & Marketplace

Notifications

Security

Legal & Compliance

Troubleshooting

Corporate Accounts & Teams

Comience con los flujos de trabajo más grandes

¿Puedes explicar BYOC de forma muy sencilla, paso a paso, desde la compra hasta la firma?

¿Cómo funciona Crear con IA en BYOC y cómo funcionan las regeneraciones?

¿Qué es el Paquete de Evidencias y cuál es la diferencia entre el PDF Certificado y el PDF de Evidencia?

Todas las preguntas

Primeros pasos

¿Cómo me registro y verifico mi cuenta?

Getting Started

Do I need to verify my phone number?

How do contacts work when I add parties or send invitations?

How do I navigate the Dashboard?

Account Management

How do I change my display name?

How do I upgrade to a Corporate account?

How do I change my password?

How do I enable two-factor authentication (2FA)?

How do I request account deletion?

How do I change my email address?

Agreements

How do I use Tags to organize my agreements?

How do I use Groups to organize my agreements?

How do I create a new agreement using the Wizard?

What are the different agreement statuses?

What happens when I click 'Lock for Signing'?

Why can't I edit my agreement anymore?

How do I cancel an agreement?

How can I copy data from an existing agreement?

What is an Amendment and how do I create one?

What is the difference between 'Signed' and 'Completed'?

Why is my agreement showing as 'Locked' and what can I do?

BYOC

What are EEZY Credits, and how are they different from the regular organization credit wallet?

When do EEZY Credits get charged, and what actions do not consume them?

What is BYOC (Bring Your Own Contract)?

How do I upload my contract to BYOC?

Which BYOC PDF mode should I choose: Editable reconstruction or Original PDF overlay?

Why does BYOC ask me to add parties before fields?

How do I use the BYOC Original PDF overlay flow from upload to sending?

How do recipients fill and sign a BYOC Original PDF overlay agreement?

What happens during AI parsing of my contract?

What is the AI confidence score and what do the colors mean?

How do I use the BYOC visual editor?

How do field placement and editing work in BYOC Overlay and BYOC Editor?

How do I insert fields and signatures into my BYOC contract?

What field types are available in BYOC?

How do I customize the BYOC document header?

How do I add and manage parties in BYOC?

How do I invite signers to my BYOC agreement?

How does the BYOC translation feature work?

How do I lock my BYOC contract for signing?

Can I unlock a BYOC agreement after locking it?

How do signers sign a BYOC agreement?

How do I copy data between BYOC agreements?

What are the file size and format limits for BYOC?

Can I re-upload a different contract to an existing BYOC draft?

Can I regenerate a BYOC reconstruction if it looks wrong?

What is the BYOC PDF preview and why should I use it?

INTELLIDOX

¿Qué es INTELLIDOX?

¿Es INTELLIDOX asesoramiento legal?

Who can see signer-private INTELLIDOX reviews?

How are EEZY Credits used for INTELLIDOX?

Can I choose the INTELLIDOX results language?

What notifications does INTELLIDOX send?

How do advisor referrals work and what is shared?

How does INTELLIDOX work for uploaded BYOC agreements?

Invitations & Roles

How do I invite others to sign?

How do signing invitations work?

How do I sign an agreement I was invited to?

Do I need a full EEZYDOX account to sign?

Can I sign in with Google?

What happens if my Google account email is different from the invite?

What happens if I sign up later with the same email?

Why do I need a passkey, authenticator app, or SMS verification to sign?

Can I review the agreement before signing?

Can I see an invited agreement before signing in?

Where can I download the signed agreement?

What if the agreement is not ready to sign yet?

What if I already signed but the owner changes the agreement?