Using the Documents area
The Documents area is where you find files your Investigator has formally shared with you outside of the Evidence and Reports tabs.
The Documents area is where you find files your Investigator has formally shared with you outside of the Evidence and Reports tabs. This includes engagement letters, retainer agreements, signed PDFs from DocuVault, and other paperwork that needs to live in one place.
What you will find here
- Documents your Investigator uploaded for you to review or download.
- PDFs you have already signed through a DocuSeal signing link.
- Copies of contracts and intake forms that your Investigator wants you to keep.
- Other reference files that do not belong in Evidence or Messaging.
Signing pending documents
If a document still needs your signature, you will usually receive a separate signing link by email. The Documents area shows the status of each signing request, including whether it is awaiting you, awaiting another party, or fully signed. If you need a refresher on the signer experience, see Opening a DocuSeal signing link as a signer.
Downloading a document
Open the document and use the download button at the top of the viewer. Most files are PDFs and will open in your browser before you choose to save a copy. Larger files may take a moment to render. If the preview will not load, download the file and open it in your usual PDF reader.
Why some Documents are read-only
Once a document has been signed or marked as final, it cannot be edited from the Client side. This protects the original wording and the signature. If you spot a mistake in a signed document, contact your Investigator. They can issue a corrected version through a new signing request, leaving the original record intact.
Documents versus Evidence
Documents are paperwork between you and your Investigator. Evidence is content gathered as part of the investigation itself. The two areas use separate storage and separate permissions. If your Investigator wants you to see a Case file as part of the investigation, you will find it in the Evidence tab. See Viewing shared Evidence as a Client.
Privacy and storage
All Documents are scoped to your account and your Case. They are not visible to other Clients of the same Investigator, and they are not part of any public marketplace listing. If you close your account, your Investigator may retain copies as part of their own records, in line with the engagement you signed.
If a document is missing
If you expected to see a document and it is not there, the most likely cause is that your Investigator has not finished preparing it or has not yet shared it with you. Send a quick note in Messaging to confirm. See Messaging your Investigator.
Related
Related in For Clients
Accepting a Case invitation
If a Private Investigator on NearbySpy has invited you to a Case, you will receive an email with an Accept link.
Client account settings
Your Client settings page lets you control how you sign in, how you receive notifications, and what your Investigator sees about you. This article walks through the most common settings and what each one does.
Joining a video call as a Client
NearbySpy video calls let you meet face-to-face with your Investigator without installing software, downloading an app, or sharing a personal phone number.
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