GETTING STARTED

Basic How-to's

• Dashboard overview
• Settings overview
• How to send documents to be signed
• How to sign a document
• How to send documents to multiple recipients
• How to start with the API integration

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DOCUMENTS

Send documents to be signed from the dashboard

• Send documents to be signed with electronic advanced signature
• Send documents to be signed with a simple signature (& PIN number)
• Send documents using Drive, Dropbox or Box
• Send a sequential delivery
• Send several documents using batch delivery
• Sequential and Batch Delivery

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Send documents to be signed from your email

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

Certified emails

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

Sign Documents

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

Manage sent documents

• Download a signed document
• Status of sent documents
• Filter sent documents
• Send reminders for unsigned documents
• Download the audit trail of a signed document
• How to cancel a document

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?

Using templates

• Create a document template
• Send a template
• Edit a template
• Edit a template's name
• Duplicate a template
• Delete a template

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LEGALITY AND SECURITY

Legality

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

Security

• My account is blocked
• Two step verification
• Should I sign all pages of a document?
• Can a signature be stored and used multiple times?
• Security of biometric information
• Security of our servers

SETTINGS

Account settings

• Change the language of the dashboard
• Change the language of the emails & signing application
• Edit corporate branding
• My documents appear with Signaturit branding
• 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 password
• Reset your password
• I'm not receiving Signaturit's emails

Integrations

• SDK list for an easier integration
• Access the Developer´s Dashboard
• API Access
• Zapier integration
• Send documents directly from Google Docs
• Connect Signaturit with your favorite tool

Plans and billing

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

USER MANAGEMENT

Members

• Add 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