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20 articles · Updated 7 months ago
First-time setup, account creation, onboarding walkthrough, uploading your first PDF, and sending your first document for signature.
3 articles
Creating and editing document templates: uploading PDFs, adding and configuring field types (signature, text, date, checkbox, etc.), setting up conditional fields, dynamic documents, organising templates into folders, and sharing templates.
5 articles
Sending documents to signers: inviting via email, SMS, or shareable link; configuring multiple signers and signing order; bulk sending; pre-filling fields; setting expiration dates; resending and cancelling invitations.
Monitoring submission status (sent, opened, completed, declined); searching and filtering the submissions dashboard; downloading completed documents and audit trails; exporting data; archiving and restoring submissions.
2 articles
How recipients fill out and sign documents: opening a signing link, choosing a signature method (draw, type, upload), completing each field type, email verification (2FA), declining a document, and downloading the completed copy.
Enter a phone number instead of an email address so the recipient gets the signing link as a text message.
Add multiple recipients to a submission and control whether they sign sequentially or simultaneously.
Group templates into folders and subfolders to keep your template library organized and easy to navigate.
How to switch between Templates and Submissions views on the dashboard, and what each submission status means.
Place signature fields on your PDF template using the drag-and-drop builder, then adjust their size and position.
Decline a document you've been asked to sign and provide a reason to the sender.
