Electronic Records and Signature Disclosure

Effective date: September 27, 2026

Please read this before you sign. It explains what you're agreeing to when you receive and sign a document electronically through Tally Sign, and what your options are if you'd rather not.

1. Who is who

The Sender is the company or person that sent you the document. Their name is on the signing page and in the email you received. The document is between you and the Sender, and this disclosure is given to you in the Sender's name.
Tally Sign is the e-signature service the Sender uses. It is operated by Tally Integrations LLC ("Tally", "we"). Tally isn't a party to your document and doesn't decide what it says. Tally delivers the document, records the signing, and produces the signed copy on the Sender's behalf.
You are the person the document was sent to for signing.

Tally doesn't verify who Senders are, or that a Sender is the company whose name appears on the email or signing page. If you don't recognize the Sender or weren't expecting the document, don't sign it or enter sensitive information. Check with the Sender using contact details you already trust, and report it to security@tallysign.com or support@tallysign.com. You can also choose "Decline to sign".

Questions about the document itself (its content, a paper copy, or signing another way) go to the Sender. Technical problems with the signing page can go to Tally at support@tallysign.com.

2. What you're agreeing to

When you open the document, Tally Sign asks whether you agree to use electronic records and signatures. You can choose "Read first" to look at the document before you decide. When you tick the box agreeing to use electronic records and signatures and continue, you agree that:

the Sender can give you this document, and the records about it described in Section 3, electronically instead of on paper;
you can sign it electronically, by drawing your signature or choosing a typed one, and by filling in fields on the page; and
your electronic signature is the signature you intend to put on the document.

Under the U.S. Electronic Signatures in Global and National Commerce Act (ESIGN) and state laws based on the Uniform Electronic Transactions Act (UETA), a signature, contract or record can't be denied legal effect just because it's electronic. Whether a particular document is valid and enforceable still depends on the law that applies to it and on what the document says.

You don't have to agree. Nothing requires you to use electronic records or signatures. If you don't agree, choose "Decline to sign" or close the page, and contact the Sender to ask about other options (see Section 5).

Your consent covers only the document you were sent through this signing link, including:

the document itself, any new versions of it the Sender sends you to sign, and its exhibits;
emails about it sent through Tally Sign, such as the signing request, reminders, replies to your comments or suggested changes, a notice if the Sender cancels the document (unless the Sender has turned these notices off), and the completed copy; and
the signed PDF and its Certificate of Completion (see Sections 8 and 9).

It doesn't cover other documents or other dealings with the Sender. Tally Sign may ask you to agree again, for example when you open a new document or a new version, or open your link again in a new browser tab. If the Sender wants to give you other records electronically, the Sender is responsible for getting your consent for those.

Until everyone has signed, the Sender can cancel the document or replace it with a new version. If that happens, any signature you already gave on the earlier version no longer counts, and you'll be asked to sign again if the Sender still wants to go ahead. The Sender may choose not to send a cancellation notice.

4. Getting a paper copy

You can ask the Sender for a paper copy of the document, before or after you sign, by contacting the Sender using the contact details on the signing page or in the email you received (you can reply to that email).

Fee: A paper copy is free. Neither the Sender nor Tally will charge you for it.
Asking for a paper copy doesn't by itself withdraw your consent. If you want to stop using electronic records, see Section 5.

Before you finish signing, you can withdraw your consent at any time:

choose "Decline to sign" on the signing page (it's in the consent box and in the page's menu, marked "…"). You can give a reason. Declining closes the document for everyone who hasn't signed yet, and the Sender is notified with your reason; or
close the page without finishing, and tell the Sender that you don't want to sign electronically.

After you have signed, you can withdraw your consent to receive any further records about that document electronically by contacting the Sender. Tally Sign will still email you the completed copy when everyone has signed, because that's how the finished document is delivered to every party. You can ask the Sender for a paper copy instead, free of charge.

What happens when you withdraw:

There's no fee for withdrawing, from Tally or from the Sender.
Withdrawing doesn't undo anything you already signed or received electronically before you withdrew. It applies from the time the Sender has had a reasonable chance to act on it.
The Sender decides what happens next. It may offer you paper or another way to sign, it may take longer to complete the transaction, or it may decide not to go ahead with the transaction or relationship.

6. Keeping your contact details up to date

Tally Sign sends everything about the document to the email address the Sender entered for you. If your email address is wrong or changes, contact the Sender and ask them to update it. The Sender may need to send the document again to your new address. Tally can't change your details on a Sender's document for you.

Your signing link is personal to you. Anyone who has the link can open the document, so please don't forward it. After everyone signs, your link still opens the signed document, and lets anyone who has it download the signed PDF, including other signers' names, email addresses and IP addresses, until the Sender's Tally Sign account is deleted. Treat the email containing the link like the signed document itself.

7. What you need

To receive, sign and keep documents through Tally Sign, you need:

a computer, tablet or phone with an internet connection;
a current version of a widely used web browser, such as Chrome, Edge, Firefox or Safari, with JavaScript turned on;
a mouse, trackpad, touchscreen or keyboard, so you can draw or type your signature;
an email account that can receive messages with PDF attachments;
software that can open PDF files, such as your browser's built-in viewer or a free PDF reader; and
enough storage space to save copies, or a printer if you want paper copies.

If these requirements change in a way that creates a real risk that you can't open or keep your records, you'll be told the new requirements. You'll be asked to agree again before you receive more records electronically through Tally Sign, and you can withdraw your consent without any fee or consequence you weren't told about before.

By agreeing, you confirm that you can open and read this disclosure on the device you're using, and that you can open and save PDF files.

8. Downloading and keeping copies

Before you sign, you can choose Print from the page's menu (…) to print the document or save it as a PDF.
When everyone has signed, Tally Sign emails every party, including you, a signed PDF. It contains the full document, any exhibits, and a Certificate of Completion (see Section 9).
Afterwards, once everyone has signed, you can open your signing link and choose Download signed PDF (also in the page's menu as Download PDF).
If the Sender changes the document before everyone has signed, any signature you already gave is cleared and your earlier signing link stops working. You'll be sent a new link to review and sign the new version.
If the document is declined, cancelled, or not signed before its signing link expires, no signed copy is produced. If you signed before others and need a copy of what you signed, ask the Sender.

Please save your own copy now. The signed PDF attached to the completion email is your copy. Tally Sign keeps the document for the Sender, not for you. Your signing link can stop working without notice to you, for example if the Sender cancels the document before everyone signs and then deletes it, or if the Sender's Tally Sign account is closed or deleted (which happens after it has been paused for 6 months, or if the Sender asks Tally to delete it). Tally can't give you a copy after that. If you lose your copy, ask the Sender.

9. The audit trail

Tally Sign keeps a record of how the document was sent and signed. The Sender uses it as evidence of the signing. For each signer, it can include:

your name and email address as the Sender entered them, and your title or company if entered. If the document asks you to type your name or title, what you type is shown as your name or title on the signed copy and the Certificate of Completion;
when the document was sent and emailed to you, and any reminders;
when your signing link was first opened. Some email security systems and link previews open links automatically, so this may have been done by your email provider rather than by you;
each time you viewed the document (a view is recorded only once the page is on screen and you scroll, click, tap or type), and when you signed or declined it, with your reason if you gave one;
the time you confirmed your agreement to use electronic records and signatures. Tally Sign records this when you submit your signature, together with that confirmation;
the IP address and browser and device details (user agent) of the device used to open the link, view, sign or decline;
your browser's time zone when you sign, which is used to put your local date in any date fields;
your signature (the drawn image or the typed text and font), your initials, and what you typed into the document's fields;
any comments or suggested changes you made; and
a fingerprint (SHA-256 hash) of the document content that was sent, which helps show whether it changed later.

Tally Sign doesn't record your physical location. Times in the audit trail come from Tally's server clocks and are shown in UTC.

If you sign in person on a device provided by the Sender, the record shows that you signed in person and who hosted the signing. The IP address and device details recorded are those of the Sender's device. You'll still receive the signed PDF at your email address, so make sure the Sender has your correct email and that you can open PDF files on your own device.

Apart from in-person signing, Tally Sign checks who you are only by your access to the email link: there are no text-message codes, ID checks or knowledge-based questions.

The Certificate of Completion attached to the signed PDF shows this information for every signer. It is shared with every party to the document. The Sender may also have connected its own tools to Tally Sign, such as Salesforce, chat tools, or AI apps like ChatGPT or Claude, which can receive the document and details about you under the Sender's own arrangements. Tally handles this information for the Sender, who is responsible for it. To learn more, read our Privacy Policy, and contact the Sender with questions about how it uses your information.

10. If you're outside the United States

This disclosure is written to meet U.S. law (ESIGN and UETA). The law where you are, or the law that governs the document, may have different rules. For example, some documents must be signed by hand, witnessed, notarized, or signed with a special kind of certified electronic signature.
Tally Sign provides electronic signatures within the meaning of Article 3(10) of the EU eIDAS Regulation and the equivalent UK rules (often called "simple" electronic signatures). It doesn't provide advanced or qualified electronic signatures or qualified electronic time stamps, and Tally isn't a qualified trust service provider. In the EU, only a qualified electronic signature has the same legal effect as a handwritten one, and in Switzerland only a qualified electronic signature meets the legal "written form" requirement.
References to U.S. law on the Certificate of Completion describe how the signatures were captured. They don't decide which law applies to the document.
The Sender is responsible for deciding whether an electronic signature is right for this document where you are. If you're unsure, ask the Sender or get local advice before you sign.
Tally Sign is hosted in the United States, so your information will be processed there. Our Privacy Policy explains how.
Nothing in this disclosure takes away any right you have under the consumer protection or data protection laws that apply to you.
This disclosure is in English. If you don't understand it, don't agree. Ask the Sender for help or another way to sign.

11. Changes to this disclosure

Tally may update this disclosure. The version in effect when you agree is the one that applies to that document. The current version is published at https://www.tallysign.com/legal/electronic-signature-disclosure.

12. Tally's role and responsibility to you

This Section isn't part of what you agree to when you consent to use electronic records and signatures. It explains Tally's position.

Tally provides the signing service to the Sender, not to you, and never charges you. Tally doesn't write, review, approve or guarantee any document, and isn't responsible for its content, for whether it is valid or enforceable, for the identity of anyone who signs it, or for anything the Sender or another party does. To the extent the law allows, the signing pages and related emails are provided to you "as is", and Tally isn't liable to you for any indirect, incidental or consequential loss, or for any loss arising from the document or your dealings with the Sender. Nothing in this Section limits liability that the law doesn't allow to be limited, or any right you have under consumer protection or data protection law.