Track 01
Getting started
Set up your company, build a template, send your first document, see what your customer sees and manage your own sign-in.
- 1Set up your companyAdd your logo, brand color and legal details so every document and email looks like it came from you.
- 2Build a template in the editorEdit wording in place, have the assistant design it, add blocks, place fill-ins and decide who signs.
- 3Send a document and track itSend for signature, see who opened and signed it, remind people and download the signed PDF.
- 4Bulk send a template to many peopleSend the same template to a list of people from a CSV file, one document each, and follow every one to the signature.
- 5What your customer sees when signingThe signing page from the signer's side: consent, fields, adopting a signature and finishing.
- 6Your profile and passwordChange your name, title, sign-in email and password, or reset a password you've forgotten.
- 7Get help: ask a question or talk to a personAsk the support assistant and get the steps with screenshots, show it a screenshot of where you're stuck, or send your question to the support team.
On the website: No CRM needed