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Short, practical articles on every part of Document eSign. Search by task, or browse a topic below.
Getting started
Create your account, send your first document, and learn the dashboard.
8 articlesSending documents
Upload, add recipients, place fields, set the signing order, and send.
13 articlesSigning a document
For people who received a signing link: verify, sign, decline, or forward.
10 articlesTemplates, public links and bulk send
Reuse documents, share a signing link, and send to many people at once.
10 articlesManaging documents
Track status, remind signers, organize folders, download signed copies and audit trails.
13 articlesTeam and workspace
Invite teammates, set roles, create teams, and configure workspace policies.
10 articlesAccount and security
Your profile, password, two-factor authentication, and sign-in protections.
8 articlesBilling and plans
Plans, trials, seats, invoices, and what happens at a limit.
8 articlesBranding and customization
Your logo and colors, custom email domain, email templates, disclaimers, and redirects.
7 articlesIntegrations and developers
Cloud storage, Slack, automatic backup, API keys, webhooks, and embedding.
7 articlesPopular articles
Create your account
Sign up with Google, Microsoft, or an email and password, then type the 6-digit code we email you to activate your workspace. No card needed.
ReadSign in and reset your password
Sign in with email and password, Google or Microsoft, get past the two-factor prompt, and reset a forgotten password with a link that works for one hour.
ReadSend your first document for signature
Upload a PDF or Word file, add who signs, drag signature and date fields onto the pages, write the email, and click Send for signature. Four steps, a few minutes.
ReadDashboard overview
Your landing page after sign-in: this month's Sent, Signed and Declined counts, everything still Pending, a drop zone to start a document, your default signature and recent templates.
ReadSet your default signature and initials
Save a signature once from the dashboard, add initials under Settings > Profile, and both are pre-selected every time you sign a document.
ReadJoin an existing workspace: invite, domain match, or request
Accept an admin's invite, join automatically with a matching company email, request access and wait for approval, or restore a workspace scheduled for deletion.
ReadStill stuck?
Email support is free on every paid plan and we answer same-day on weekdays. Custom-plan customers get a dedicated account manager.
Ready to send your first envelope?
Create your free forever account, upload a document, and send it for signature in minutes. No credit card required.