NEW DASHBOARD

Legality and security

• Two factor verification

Personal settings

• Change your password
• Change your registered email
• Edit your profile

Integrations

• Send a document directly from Google Docs
• Connect Signaturit with your favorite tool
• API Access

Overview

• Settings overview
• New Dashboard - Overview
• Document's overview
• Most common actions

Send requests

• Send a new request
• Send a document to be signed with advanced electronic signature
• Send a document to be signed with a simple signature (& PIN number)
• Send a certified email

Account Settings

• Set notifications
• Set reminders for sent documents
• Change the language of the dashboard
• Define the expiration date for sent documents
• Cancel your account
• Change the language of the signing application

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Account Statistics

• Credits overview
• Export your statistics
• Account Statistics

Manage sent requests

• Filter sent documents
• Status of a sent document
• Extend the expiration date of a document
• Send reminders for unsigned documents
• Download a signed document
• Download the audit trail of a signed document

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Groups

• Delete a group
• Manage the password policy for your team members
• Create a group

User management

• Reactivate an account that has been deactivated
• Deactivate an account from your team
• Change a user's role
• Manage your contacts
• Add a member

Templates

• Create a document template
• Send a template
• Change a template file

Plans and Billing

• Sign up for a payment plan

Archive requests

• Archive a document
• Unarchive a document
• Manage your archived requests

Certify files

• Certify a file
• Configure an alert for your certified files

GETTING STARTED

Basic How-to's

• Sign a document (video below)
• Dashboard overview
• Settings overview
• Limits in Signaturit
• Start with the API integration
• Send documents to be signed

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REQUESTS

Send documents to be signed from the dashboard

• Send a document to be signed with advanced electronic signature
• Send a document to be signed with a simple signature (& PIN number)
• Send a request with a validator
• Sequential, Parallel and Batch Request
• Send several documents in batch
• Send a document with multiple authentication steps

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Send documents to be signed from your email

• Send a document to be signed from your email
• Send a document to multiple recipients from your email
• Send up to two documents via email
• Send multi-page documents from your email
• Send a document from a template from your email
• Send a document with multiple authentication steps from your email

Sign Documents

• Sign a document with two-step verification (or more)
• I don't agree with the content I have to sign

Certified emails

• What is a certified email?
• Send a certified email
• Send a certified email from your email
• Send certified emails in batch

Certified Files

• Upload a certified file
• Configure an alarm for your certified file

Using templates

• Create a document template
• Send a template
• Edit a template
• Edit a template's name
• Change a template file
• Share a template

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Manage sent documents

• Download a signed document
• Status of a sent document
• Filter sent documents
• Send reminders for unsigned documents
• Download the audit trail of a signed document
• Cancel a request

Files

• Supported browsers and systems
• Issues uploading files
• Issues signing files
• Invalid credentials with Adobe Reader
• Why do signed documents increase in size?
• Can I send files to be signed offline?

INTEGRATIONS

API Integration

• API integration for begginers
• API Access
• SDK list for an easier integration
• Access the Developer's Dashboard
• Use the "data" parameter
• Customize your signing processes

Script GDPR

• GDPR Script documentation

Zapier integration

• Zapier integration
• Zapier integration - Signaturit as an action app
• Zapier integration - Signaturit as a trigger app

Other Integrations

• Connect Signaturit with your favorite tool
• Send a document directly from Google Docs

SETTINGS

Account settings

• Change the language of the dashboard
• Change the language of the signing application
• Upload your logo
• My communications appear with Signaturit's logo
• Change the color of your signature
• Set reminders for sent documents

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Personal settings

• Edit your profile
• Change your registered email
• Change your password
• Reset your password
• I'm not receiving Signaturit's emails

Plans and billing

• Get your Signaturit's invoice
• Sign up for a payment plan

USER MANAGEMENT

Members

• Add a member
• Manage your contacts
• Change a user's role
• Roles and user permissions
• Deactivate an account from your team
• Reactivate an account that has been deactivated

Groups

• How do groups work?
• Create a group
• Manage the password policy for your team members
• Delete a group

Account statistics

• Account Statistics
• Export your statistics
• Credits overview

LEGALITY AND SECURITY

Legality

• The legality of Signaturit´s solution
• The legal integrity of Signaturit´s advanced electronic signature
• Legal validity assured by the audit trail
• Electronic advanced signature vs simple signature

Security

• My account is blocked
• Security of biometric information
• Security of our servers
• Can a signature be stored and used multiple times?
• Check the integrity of a signed document
• Link a document with its audit

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