This article answers the most commonly asked questions about using Xodo Sign.
Q: What is a Workspace URL?
The Workspace URL is your account's personalized subdomain, used for login and document access. For example, if your business is called "ABC Inc.", a fitting subdomain might be abc.xodosign.com. You can choose any available Workspace URL when setting up your account. Documents you send are also tied to this URL.
Q: How can I change my Workspace URL?
Changing your Workspace URL is not possible. Documents are permanently tied to the business and the URL they were created with. If you need a new Workspace URL, we suggest adding a new business to your account.
Q: How can I change my default signature?
To change your default signature:
- Go to your account settings and open the Signatures tab.
- Click Add New to create a new signature.
- Once the new signature is added, you can set it as your default and delete the old one if needed.
Q: How can I transfer ownership of the account?
To transfer account ownership, you must be logged in as the account owner. Navigate to the Account section, change the email address to the new owner's email, and save changes. Note: The new email address cannot already be in use on another Xodo Sign account.
Q: Is there a way to group users so that specific team members only see their own documents?
Yes. You can add a new business to your account to separate departments. Team members from one business will not be able to access documents from another business. Adding a business does not incur additional costs, but team members must be invited separately to each business.
Alternatively, you can assign team members a Staff role, which limits them to seeing only documents assigned to or sent by them. Note: Account owners always have access to all documents and all businesses.
Q: Is it possible to complete a document if not all signers have signed?
Yes. If you want to complete a document even though not all signers have signed, you need to change the document settings before sending, or re-edit if the document is still in progress:
- Open the document and navigate to the Edit step.
- In the Recipients section, uncheck All signers required to complete document.
- Remove the signers who are no longer needed.
- Save and send (or re-send) the document.
If the document has already been sent, you may need to cancel it and create a new one with the updated settings.
Q: My template has disappeared. Where did it go?
If you were editing a template and didn't save your changes, the template may have moved to the Draft section. Once you save the changes, the template will appear as Active again.
Q: How can I edit a template's underlying file and keep the existing fields?
When editing a template, use the Re-upload file button to replace the document while keeping your existing signature fields in place. Important: This only works for minor changes. The new file must have the same number of pages. If the layout changes significantly, the fields may not align correctly.
Q: Is it possible to split accounts or businesses?
No. It is not possible to split an account or business in Xodo Sign. Documents are permanently tied to the business and Workspace URL they were created with. They cannot be transferred to a different business or account.
Q: How can I import team members or contacts?
Xodo Sign does not currently support bulk importing of team members or contacts. Members and contacts must be added individually. If this changes, we will update this article.
Q: I'm used to the old document view. Can I switch back?
Yes. Xodo Sign now uses a new guided document flow (Edit → Prepare → Review) by default. If you prefer the classic view, you can switch back:
- Go to your User Settings (accessible from the top right or account menu).
- Find the Documents View section.
- Enable the Revert to classic documents view toggle.
You can switch back to the new view at any time by disabling this toggle.