All help topics
Getting started
Create your account, send your first document, and learn the dashboard.
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.
ReadPlan limits at a glance: documents, templates, seats
Every cap on Free, Growth, Business and Ultimate in one table, plus the exact message you see when you reach one.
ReadCommand palette (Cmd+K) and mobile tips
Press Cmd+K or Ctrl+K to jump to any page, document, template or signer. Plus how the app and the signing page behave on a phone.
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