Track 01

Getting started

Set up your company, build a template, send your first document and see what your customer sees.

1. 1Set up your companyAdd your logo, brand color and legal details so every document and email looks like it came from you.
2. 2Build a template in the editorEdit wording in place, add blocks, place fill-ins and decide who signs.
3. 3Send a document and track itSend for signature, see who opened and signed it, remind people and download the signed PDF.
4. 4What your customer sees when signingThe signing page from the signer's side: consent, fields, adopting a signature and finishing.

On the website: No CRM needed