Privacy Policies



At DocTrace, privacy is a priority. This Privacy Policy sets out how DocTrace and its group of
companies collect and use personal information from customers and other individuals
(collectively "you") who access or use our websites, our mobile applications, our web client
or professional client, and/or any of our other sites, products, or services that link to this
Privacy Policy (the “Services”). By using our Services, you understand that we will collect
and use your personal information as described in this Privacy Policy.
This Privacy Policy does not apply to any third-party websites and apps that you may use,
including any linked to in our Services. You should review the terms and policies for third-
party websites and apps before clicking on any links.
Information you provide to us. When registering for or using the DocTraceServices we
collect personal information provided by you. For example, when you create a DocTrace
account, you may provide us with your name, account name, alias, employment-related
information (to the extent you are using an employer’s business account), email address and
a password, your phone number, your address etc. (“Account information”).

You may provide us with personal information about other individuals when you use our
Service, such as when you send or receive a viewing or editing request/workflow
transaction, share information about such transactions, or ask others to electronically sare
documents (“Your content”). You may also provide us with access to your contacts
(“Contacts”) to make it easy for you to do things like share and collaborate with others, send
messages, and invite others to use the Services. Contacts’ information may include personal
information such as a real name or email address. If you share your contacts with us, we will
store those contacts on our servers for you to use.
Information Collected automatically We automatically collect personal information from
you and your devices when you use our Services, even when you visit our sites or apps
without logging in. For choices you may have on what information we automatically collect,
please see Section ­­5 of this Privacy Policy.
The categories of personal information we automatically collect includes:
● Device, Usage Information, and Transactional Data. We collect personal information
about how you use our Services and the computers or other devices, such as mobile
phones or tablets, you use to access our Services. Some examples include:
● IP address
● Precise geolocation information that you allow our apps to access (usually from your
mobile device)

● Unique device identifiers and device attributes, like operating system and browser
● Usage data, such as: web log data, referring and exit pages and URLs, platform type,
number of clicks, domain names, landing pages, pages and content viewed and the
order of those pages, the amount of time spent on particular pages, the date and
time you used our Services, the frequency of your use of our Services, error logs,
and other similar information
● Transactional data, such as: names and email addresses of parties to a transaction,
subject line, history of actions that individuals take on a transaction(e.g. review, sign,
enable features) and personal information about those individuals or their devices,
such as name, email address, IP address, and authentication methods\

Information we collect and process on behalf of you. The use of information
collected through our service shall be limited to the purpose for which you have
engaged DocTrace. When you use our Services, we process and store certain
information on your behalf as a data processor. For example, when a customer
uploads documents for review or edits, we act as a data processor and process
information on the customer’s behalf and in accordance with the customer’s
instructions. In this situation, the customer is the data controller and is responsible for
most aspects of the processing of the information. DocTrace acknowledges that you
have the right to access your personal information. DocTrace has no direct
relationship with the individuals whose personal data it processes. If you have any
questions or concerns about how information is processed in these cases, including
how to exercise your rights as a data subject, we recommend contacting the relevant

Cookies and Related Technologies We use technologies like cookies and pixel
tags to provide, improve, protect, and promote our Services. For example, cookies
help us with things like remembering your username for your next visit,
understanding how you are interacting with our Services, and improving them based
on that information. We may also use third-party service providers that set cookies
and similar technologies to promote DocTrace services.

DocTrace uses cookies or similar technologies to analyze trends, administer the
website, track users' movements around the website, and to gather demographic
information about our user base. You can control the use of cookies at the individual
browser level, but if you choose to disable cookies, it may limit your use of certain
features or functions on our Website or Services.

Third parties whose products or services are marketed on our Services may place or
read from Cookies on your computer or other device to collect information. They do
this to (i) tailor and serve advertising based on information like past visits to our
Services and other sites; and (ii) report the number of ads served and the responses
to those ads.


In general, we collect, use, store, and process your personal information to provide our
Services, to fix and improve them, to develop new Services, and to market our companies
and their products and Services. Here are some examples of how we use the personal
information we process:
● Provide you with the Services and products you request and collect payments
● Send you records of our relationship, including for purchases or other events
● Market features, products, or special events using email or phone or send you
marketing communications about third party products and services we think may be
of interest to you
● Record details about what happens with electronic documents, such as who viewed
or signed, the devices used and when these events occur
● Run sweepstakes, contests, and refer-a-friend programs
● Choose and deliver content and tailored advertising, and support the marketing and
advertising of our Services
● Create and review data about our users and how they use our Services
● Test changes in our Services and develop new features and products
● Fix problems you may have with our Services, including answering support questions
and resolving disputes
● Manage the Services platform including support systems and security
● Prevent, investigate and respond to: fraud, unauthorized access to or use of our
Services, breaches of terms and policies, or other wrongful behavior
● Comply with legal obligations
● Meet legal retention periods
We may also combine the information we collect (or that is otherwise provided to us) through
aggregation and other means to limit the identification of any particular individual to help with
our business goals (such as research and marketing).

Bases for processing your information. We collect and use the personal data described
above in order to provide you with the Services in a reliable and secure manner. We also
collect and use personal data for our legitimate business needs. To the extent we process
your personal data for other purposes, we ask for your consent in advance or require that
our partners obtain such consent.


We do not disclose your personal information to any third party in a manner that would be
considered a sale under applicable laws.
We share personal information as follows:
● We share your personal information with other companies we use to support our
Services. These companies provide services like intelligent search technology,
intelligent analytics, advertising, authentication systems, bill collection, fraud
detection, and customer support. We have contracts with our service providers that
address the safeguarding and proper use of your personal information.
● We may share your personal information with other companies under common
ownership or control with us. These companies use your personal information as
described in this Privacy Policy.
● We may share your personal information with sponsors of events, webinars or
sweepstakes for which you register, or other parties with whom we may engage in
joint marketing activities.
● We may share your personal information to follow applicable law or to respond to
legal processes (like a subpoena). We also may share your personal information
when there are threats to the physical safety of any person, violations of this Privacy
Policy or other agreements, or to protect the legal rights of third parties, including our
employees, users, or the public.
● We may share your personal information during a corporate transaction like a
merger, or sale of our assets, or as part of the due diligence for such contemplated
transactions. If a corporate transaction occurs, we will provide notification of any
changes to control of your personal information, as well as choices you may have.
● We may share your personal information in other ways if you have asked us to do so
or have given consent.
● When you allow others to access, use, or edit content in your account, we share that
content with them.
● Third Parties. When you make a payment to another user within our Services, we
share your payment method details with the third-party payment processor selected
by you or the other user.


We retain your personal information no longer than required or permitted by law, for legal,
tax, regulatory reasons or other lawful purposes, or under the scope of the Privacy Policies

When we have no ongoing legitimate business need to process your personal information,
we will either delete or anonymize it or, if this is not possible then you personal information
will be secured and protected till it can be processed further for deletion.

To protect your personal information we use all possible technical, electronical, physical and
managerial tools to maintain your information to reasonable standards. Your privacy is of
utmost importance to us and we protect all your sensitive information against data loss,
misuse, unauthorized access, and unauthorized disclosure and alteration.

You may have certain rights related to your personal information, subject to local data
protection laws. These rights may include:

● You can access and review personal information associated with your account at any
time. You also can request the following information: how we collect and use your
personal information and why; the categories of personal information involved; the
categories of recipients of your personal information; how we received your personal
information and its source; our business purpose for using your personal information;
and how long we use or store your personal information or the manner in which we
determine relevant retention periods.
● You have a right to correct your personal information.
● In certain situations, you can ask that we delete/erase or stop using your personal
information (and object to use of your personal information) or export your personal
● Where we rely on your consent to process your personal information, you have the
right to decline consent and/or if provided, to withdraw consent at any time. This will
not affect the lawfulness of processing prior to the withdrawal of your consent. At any
time, you can request that we stop using your personal information for direct
marketing purposes.You have a right to provide us with guidance on the use,
storage, and deletion of your personal information after your death.
● You have a right to raise questions or complaints with your local data protection
authority at any time.
● You may have the right to receive information about the financial incentives that we
offer to you. You also have the right to not be discriminated against (as provided for
in applicable law) for exercising certain of your rights.
We will take reasonable steps to verify your identity. If you have an account with us, we may
verify you through your login of your account. If you do not have an account with us, we may
seek a confirmation by email or seek other identification information, including government-
issued identification, to verify your identity.

You may authorize an agent to make a request to us on your behalf and we will verify the
identity of your agent or authorized legal representative by either seeking confirmation from
you or documents that establish the agent’s authorization to act on your behalf.
Please note your rights and choices vary depending upon your location. Certain personal
information may be exempt from such requests under applicable law. We need certain types
of personal information so that we can provide the product and Services to you. If you ask us
to delete it, you may no longer be able to access or use our product and Services.
Upon your written request , DocTrace will provide you with information about whether we
hold any of your personal information, the business or commercial purpose for collecting it,
the types of sources we got it from and types of third parties we’ve shared it with. You may
submit a data access request, request that your personal data be deleted, or object to the
processing of your personal information by logging into your account, or by contacting us
using the contact details below. We will respond to your request within a reasonable

We may amend this Privacy Policy to reflect changes in the law, our companies, our
Services, our data collection use and practices, or advances in technology. Our use of the
personal information we collect is subject to the Privacy Policy in effect at the time such
personal information is used. Depending on the type of change, we may notify you of the
change by posting on this page or by email. Please periodically review this Privacy Policy
and carefully review any changes made to this Privacy Policy.

If you have any grievances or doubts, feel free to reach out to us.
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