Frequently asked questions

Answers to the questions that come up most

Six categories — pricing, security, implementation, compliance, features, e-signature. Each answer is short enough to skim and linked to deeper reading when the subject warrants it.

Pricing & plans

Pricing & plans

Plan structure, what's included, how DocuSign is handled.

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Is DocuSign included in the price?

DocuSign is included in Premium and Diamond plans. On Business and Enterprise plans it's available as a paid add-on at €2,150/year. Customers without DocuSign obligations can skip it entirely.

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DocuSign is included in Premium and Diamond plans. On Business and Enterprise plans it's available as a paid add-on at €2,150/year. Customers without DocuSign obligations can skip it entirely.

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How much does docs365.ai cost?

Four plans from €4,450/year (Business) to €18,450/year (Diamond), priced per-plan with unlimited documents. DocuSign is included on Premium and Diamond; €2,150/year add-on on Business/Enterprise.

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Four plans from €4,450/year (Business) to €18,450/year (Diamond), priced per-plan with unlimited documents. DocuSign is included on Premium and Diamond; €2,150/year add-on on Business/Enterprise.

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Can we change plans mid-year?

Yes. Upgrades take effect immediately, pro-rated for the remainder of the year. Downgrades take effect at the next renewal. No long-term contract required for the upgrade path.

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Yes. Upgrades take effect immediately, pro-rated for the remainder of the year. Downgrades take effect at the next renewal. No long-term contract required for the upgrade path.

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Are there per-user charges or just per-plan?

Per-plan. Every plan covers unlimited workforce members inside your Microsoft 365 tenant. No seat licenses, no per-user overages, no counting approvers or authors.

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Per-plan. Every plan covers unlimited workforce members inside your Microsoft 365 tenant. No seat licenses, no per-user overages, no counting approvers or authors.

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Security & data

Security & data

Where data lives, sub-processors, attestations, access.

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Does our data leave our Microsoft 365 tenant?

No. Documents, metadata, and audit logs all live inside your SharePoint libraries, which are inside your M365 tenant. The only exception is when DocuSign is enabled — documents transit DocuSign for the signing ceremony and return immediately.

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No. Documents, metadata, and audit logs all live inside your SharePoint libraries, which are inside your M365 tenant. The only exception is when DocuSign is enabled — documents transit DocuSign for the signing ceremony and return immediately.

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Do you have access to our documents?

Our service accounts have scoped access to the libraries under governance — necessary for the integration to function. Our engineering team does not have unilateral content access; support-session access is logged when customers explicitly request troubleshooting.

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Our service accounts have scoped access to the libraries under governance — necessary for the integration to function. Our engineering team does not have unilateral content access; support-session access is logged when customers explicitly request troubleshooting.

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Are you HIPAA-certified or ISO 27001-certified?

We don't position the product itself as HIPAA-certified. Microsoft signs a HIPAA BAA covering M365 tenants, and our layer inherits that posture. ISO 27001 certification at the vendor level is in progress; in the meantime, Microsoft's ISO 27001 covers the substrate.

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We don't position the product itself as HIPAA-certified. Microsoft signs a HIPAA BAA covering M365 tenants, and our layer inherits that posture. ISO 27001 certification at the vendor level is in progress; in the meantime, Microsoft's ISO 27001 covers the substrate.

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What sub-processors do you use?

Microsoft (M365 as the primary substrate, covered by your existing relationship with Microsoft) and DocuSign when customers enable the integration. We maintain the current list as part of our DPA.

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Microsoft (M365 as the primary substrate, covered by your existing relationship with Microsoft) and DocuSign when customers enable the integration. We maintain the current list as part of our DPA.

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Implementation

Implementation

Rollout, migration, training, time and cost.

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How long does implementation take?

Typically 8–12 weeks from kickoff to first-wave go-live. Month 1 is design workshops, month 2 is configuration and pilot, month 3 is cutover and remediation. Larger scopes take longer; smaller ones can complete in 6 weeks.

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Typically 8–12 weeks from kickoff to first-wave go-live. Month 1 is design workshops, month 2 is configuration and pilot, month 3 is cutover and remediation. Larger scopes take longer; smaller ones can complete in 6 weeks.

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Can we migrate from an existing document-management system?

Yes. Three strategies — new-only, bulk, hybrid. Most customers pick hybrid: bulk-migrate high-criticality document types at cutover, use new-only for lower-criticality types that onboard gradually.

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Yes. Three strategies — new-only, bulk, hybrid. Most customers pick hybrid: bulk-migrate high-criticality document types at cutover, use new-only for lower-criticality types that onboard gradually.

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How much training do users need?

End users: 30 minutes or less, because the tools they use (Word, Outlook, Teams) don't change. Document owners: 2 hours. Approvers: 1 hour. Compliance admins: 3-4 hours. Train-the-trainer works well for larger organizations.

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End users: 30 minutes or less, because the tools they use (Word, Outlook, Teams) don't change. Document owners: 2 hours. Approvers: 1 hour. Compliance admins: 3-4 hours. Train-the-trainer works well for larger organizations.

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What happens if we want to leave?

Your documents stay in your SharePoint libraries — they never left. Versioning, audit logs, and metadata remain accessible via SharePoint native tooling. The governance layer turns off; the library itself is unaffected.

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Your documents stay in your SharePoint libraries — they never left. Versioning, audit logs, and metadata remain accessible via SharePoint native tooling. The governance layer turns off; the library itself is unaffected.

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Compliance

Compliance

ISO 9001, 21 CFR Part 11, HIPAA, GDPR, validation boundaries.

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Are you 21 CFR Part 11 validated?

No — and intentionally so. Part 11 validation sits with the customer's QA team as part of their compliance program. We provide the capabilities Part 11 audits reference (audit log, signatures, access control); your QA team runs IQ/OQ/PQ on the deployed instance.

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No — and intentionally so. Part 11 validation sits with the customer's QA team as part of their compliance program. We provide the capabilities Part 11 audits reference (audit log, signatures, access control); your QA team runs IQ/OQ/PQ on the deployed instance.

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Does the audit log meet FDA 21 CFR Part 11 requirements?

The audit log provides the capabilities §11.10(e) explicitly requires: secure, computer-generated, time-stamped, append-only, named-user attributed, captures create/modify/delete events. Whether your program meets Part 11 depends on the validation work your QA team does around it.

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The audit log provides the capabilities §11.10(e) explicitly requires: secure, computer-generated, time-stamped, append-only, named-user attributed, captures create/modify/delete events. Whether your program meets Part 11 depends on the validation work your QA team does around it.

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Can we use this for GxP-regulated workflows?

Yes — customers use the capabilities in their Part 11 and GxP compliance programs. We're not positioned as a validated QMS platform (MasterControl and equivalents fill that slot). For SOPs and documented information in GxP scope where the customer's QA team runs validation, we fit well.

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Yes — customers use the capabilities in their Part 11 and GxP compliance programs. We're not positioned as a validated QMS platform (MasterControl and equivalents fill that slot). For SOPs and documented information in GxP scope where the customer's QA team runs validation, we fit well.

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How does this fit with Microsoft Purview?

Two different layers that interoperate. Purview handles tenant-level records retention, legal hold, eDiscovery, and DLP. We handle active document governance on top — templates, approvals, review cadence, audit-log evidence. Customers run both together without conflict.

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Two different layers that interoperate. Purview handles tenant-level records retention, legal hold, eDiscovery, and DLP. We handle active document governance on top — templates, approvals, review cadence, audit-log evidence. Customers run both together without conflict.

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Features

Features

Approval workflows, file formats, customization limits.

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Can we customize the approval workflow?

Yes, within the sequential-execution model. You configure the number of steps, which role sits at each step, fixed vs variable approvers, and whether any step requires PAdES signing. We don't support parallel, state-based, or conditional-skip workflows — by design, for compliance defensibility.

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Yes, within the sequential-execution model. You configure the number of steps, which role sits at each step, fixed vs variable approvers, and whether any step requires PAdES signing. We don't support parallel, state-based, or conditional-skip workflows — by design, for compliance defensibility.

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What file formats are supported?

Word (primary authoring + automatic PDF at publication), PowerPoint, Excel, and PDF — all supported end-to-end. Legacy binary formats (.doc, .xls, .ppt) convert during migration. CAD, engineering, and specialized formats live in systems designed for them with cross-references from the DMS.

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Word (primary authoring + automatic PDF at publication), PowerPoint, Excel, and PDF — all supported end-to-end. Legacy binary formats (.doc, .xls, .ppt) convert during migration. CAD, engineering, and specialized formats live in systems designed for them with cross-references from the DMS.

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Can we use our existing SharePoint library?

Yes. The active-lifecycle layer deploys on top of SharePoint libraries you already have — existing libraries become governed libraries. You don't migrate to a new storage location; the governance layer attaches to where your documents already live.

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Yes. The active-lifecycle layer deploys on top of SharePoint libraries you already have — existing libraries become governed libraries. You don't migrate to a new storage location; the governance layer attaches to where your documents already live.

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E-signature

E-signature

PAdES levels, DocuSign integration, what's in and out of scope.

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What PAdES levels do you support?

PAdES simple and advanced via DocuSign. Both cryptographically bind the signature to the PDF. Advanced adds identity verification (SMS, ID check, or knowledge-based auth). Simple is sufficient for most regulated workflows; advanced is for high-assurance contexts.

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PAdES simple and advanced via DocuSign. Both cryptographically bind the signature to the PDF. Advanced adds identity verification (SMS, ID check, or knowledge-based auth). Simple is sufficient for most regulated workflows; advanced is for high-assurance contexts.

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Do you support qualified e-signatures (eIDAS)?

No. Qualified e-signatures require a Qualified Trust Service Provider and a qualified signature-creation device. Our DocuSign integration provides PAdES advanced, not qualified. Customers needing qualified signatures run a specialized tool alongside the DMS.

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No. Qualified e-signatures require a Qualified Trust Service Provider and a qualified signature-creation device. Our DocuSign integration provides PAdES advanced, not qualified. Customers needing qualified signatures run a specialized tool alongside the DMS.

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Can we use our own DocuSign account?

Yes. Customers with existing DocuSign agreements can connect their own tenant to the integration rather than using ours. This preserves your DocuSign branding, admin console, and billing relationship. For customers without DocuSign, we provision it as part of the Premium/Diamond onboarding.

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Yes. Customers with existing DocuSign agreements can connect their own tenant to the integration rather than using ours. This preserves your DocuSign branding, admin console, and billing relationship. For customers without DocuSign, we provision it as part of the Premium/Diamond onboarding.

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Still have questions?

Thirty minutes with our team covers the questions specific to your organization. No cost, no obligation — just a candid map of whether we're the right fit.