Last updated: August 24, 2026
These Terms of Service ("Terms") govern access to and use of Upfinity Sign (the "Service"), provided by Upfinity Inc. ("Upfinity," "we," "us"). By creating a workspace or otherwise using the Service, you agree to these Terms on behalf of yourself and, if applicable, the organization you represent.
You must be at least 18 years old, or the age of majority in your jurisdiction, to create a workspace. You're responsible for the accuracy of the information you provide and for safeguarding your account credentials and API keys — activity under your account is your responsibility, including actions taken by team members you invite.
Upfinity Sign lets you upload or generate documents, define fillable/signable fields on them, and send them to recipients for signature, approval, or acknowledgment, with an audit trail and a Certificate of Completion for each finished document. The Service includes optional features — an AI assistant for field placement and document drafting, bulk sending, self-serve signing links, payment collection during signing, and API/webhook access for integrating with other platforms.
You retain all ownership rights in the documents, templates, and data you upload or create through the Service ("Your Content"). You grant Upfinity a limited license to host, process, transmit, and display Your Content solely as necessary to provide the Service to you and the recipients you send it to. We do not use Your Content to train AI models, and we do not claim any ownership over it.
You're responsible for having the right to send, and to request signatures on, whatever content you upload — including that you're not using the Service to collect signatures fraudulently or without the signer's knowledge.
You agree not to use the Service to:
We may suspend or terminate accounts that violate this section, with notice where practicable.
Signatures captured through the Service are recorded with supporting audit data (timestamp, IP address, and the verification method used) and embedded into the final signed document with a digital signature, together with a separate Certificate of Completion documenting the full chain of custody. Whether a given signature is legally enforceable in your specific circumstance depends on the law applicable to your transaction and jurisdiction — we provide the tools and the record-keeping; we do not provide legal advice about whether a particular document or use case is appropriate for electronic signature, and you should seek your own legal counsel if you're unsure.
Content generated by the AI assistant — whether suggested field placements or a document drafted from your description — is a starting point, not a finished, reviewed legal document. Any document the assistant drafts from scratch is marked as such and cannot be used to send an envelope until a human at your workspace has reviewed and explicitly approved it; this is enforced by the Service, not merely a suggestion. You are solely responsible for reviewing AI-generated content for accuracy and suitability before relying on it. See our AI Assistant Notice for more detail.
Paid plans are billed in advance on a recurring basis through our payment processor. If you exceed your plan's monthly allowance for envelopes or AI assistant usage, you may purchase additional usage credits or upgrade your plan; we do not silently block you without an option to continue. Fees are non-refundable except where required by law or expressly stated otherwise. We may change our pricing with at least 30 days' notice before it takes effect for existing subscriptions.
Free trial, adding a payment method, and automatic conversion to a paid plan. New workspaces get a 60-day free trial. Adding a payment method during your trial does not charge you anything at that time — we only save the card for later use, the same way a hotel or car rental hold works, not a charge. Starting 45 days into your trial, a payment method is required to continue sending new documents (your existing documents and account data remain fully accessible regardless). If a payment method is on file when your 60-day trial ends, we will automatically begin charging that payment method on a recurring monthly basis at our then-current price for the plan your workspace converts to (currently our Starter plan — see Settings for the exact current price before you add a card), continuing every month thereafter until you cancel. You can cancel or downgrade at any time before your trial ends to avoid this charge, with no penalty, from Settings → Plan. If no payment method is on file when your trial ends, your workspace is paused (not deleted) until you add one — nothing is charged in that case either. We will email you before your trial ends as a reminder either way.
If your workspace enables payment collection from your own recipients during signing, that is a separate transaction between you and your recipient, processed via your own connected payment account — Upfinity is not a party to it and does not take custody of those funds.
The Service can be integrated with other platforms (for example, Upfinity Talent) via API and webhooks. If you enable such an integration, you're responsible for the credentials and configuration on both sides, and for ensuring the other platform's own terms and privacy practices are acceptable to you and, where relevant, to the recipients whose data flows through the integration.
The Service itself — its software, design, and branding — is owned by Upfinity Inc. and protected by applicable intellectual property laws. These Terms do not grant you any rights to our trademarks, logos, or brand assets beyond what's needed to use the Service as intended.
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT ANY DOCUMENT'S ELECTRONIC SIGNATURE WILL BE ENFORCEABLE IN EVERY JURISDICTION OR FOR EVERY USE CASE.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, UPFINITY WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL, ARISING FROM YOUR USE OF THE SERVICE. OUR TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF THESE TERMS WILL NOT EXCEED THE AMOUNT YOU PAID US IN THE TWELVE MONTHS PRECEDING THE CLAIM. NOTHING IN THESE TERMS LIMITS LIABILITY THAT CANNOT LAWFULLY BE LIMITED, INCLUDING FOR GROSS NEGLIGENCE, WILLFUL MISCONDUCT, OR FRAUD.
You agree to indemnify and hold Upfinity harmless from any claim arising from your use of the Service in violation of these Terms, Your Content, or your violation of any law or the rights of a third party.
You may stop using the Service and request deletion of your workspace at any time from Settings → Danger zone. We may suspend or terminate your access for violation of these Terms, non-payment, or as required by law, with notice where practicable. Sections that by their nature should survive termination (ownership, disclaimers, limitation of liability, indemnification, dispute resolution) will survive.
If a dispute arises, the parties will follow these steps in order, each a required precondition to the next:
This sequence does not limit either party's right to seek urgent injunctive relief from a court at any stage where immediate harm would otherwise result. These Terms are governed by the laws of the Province of Ontario and the federal laws of Canada applicable therein, without regard to conflict-of-law principles, except where applicable local law requires otherwise for consumers in your jurisdiction.
Entire agreement. These Terms, together with our Privacy Policy, AI Assistant Notice, and (where applicable) Data Processing Agreement, constitute the entire agreement between you and Upfinity regarding the Service, superseding any prior agreements on the subject.
Severability. If any provision of these Terms is found unenforceable, the remaining provisions will remain in full effect, and the unenforceable provision will be interpreted to reflect its original intent as closely as permitted by law.
No waiver. Our failure to enforce any provision of these Terms is not a waiver of our right to do so later.
Assignment. You may not assign or transfer these Terms without our written consent. We may assign these Terms in connection with a merger, acquisition, or sale of assets, with notice to you where required.
Force majeure. Neither party is liable for delay or failure to perform caused by circumstances beyond its reasonable control, including natural disaster, war, internet or infrastructure failure, or government action.
Notices. We may provide notice to you via the email address on your account or a prominent notice within the Service. You may provide notice to us at privacy@upfinity.ca.
We may update these Terms from time to time. We'll post the updated version here with a new "Last updated" date, and for material changes, provide at least 30 days' notice (such as an email to workspace owners) before the change takes effect.
Upfinity Inc.
140 Carlton Street, Toronto, ON M5A 3W7, Canada
privacy@upfinity.ca
Privacy Policy · Data Processing Agreement · AI Assistant Notice · Back to Upfinity Sign