First Steps with Documents

Signer PIN - Documents
As an additional safeguard ensuring the authenticity of your signers, you can assign each signer a PIN, which they are required to enter before being able t...
Mon, 10 Nov, 2025 at 9:27 AM
Create Document – Video Tutorial
Here's a quick video tutorial giving an overview of how to create and send a document. The first step to creating a new document is clicking the &...
Mon, 10 Nov, 2025 at 9:27 AM
Quick Send
Whenever there is little time for carefully preparing a document for your signers, the Quick Send option can be used to skip the Document Editor and send ...
Mon, 10 Nov, 2025 at 9:27 AM
Control Panel Explained
Your control panel holds three types of pages and settings: User-Level: These are pages and settings that only apply to the current user being logged in. ...
Mon, 10 Nov, 2025 at 9:27 AM
Me Only, Me & Others, Others Only
At the very top of the New Document page you will notice 3 different document types: Me Only, Me & Others and Others Only. Your selection depends on who...
Mon, 10 Nov, 2025 at 9:27 AM
File Upload
Right below the two template types you will see the file section, where you can either choose a file from your computer (using the button or drag-and-drop) ...
Mon, 10 Nov, 2025 at 9:28 AM
Signers & CCs
Depending on which Document Type (Me Only, Me & Others, Others Only) you choose, you can enter two different types of recipients for your document: Sign...
Mon, 10 Nov, 2025 at 9:28 AM
Signer Authentication via SMS
Signer Authentication via SMS is an option you can set for each signer of a document, requiring them to unlock a document via an SMS code they receive to th...
Mon, 10 Nov, 2025 at 9:28 AM