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Browse the manual

The Manual

  • Getting Started
    • Create an Account
      • Sign up and create your organization
      • Join an organization your company already has
    • Signing In
      • Sign in and sign out
      • Reset a forgotten password
    • Verify Your Email
    • Accept an Invitation
    • The Welcome Checklist
    • Find Your Way Around
      • The sidebar
      • The header, banners and guided tours
      • The dashboard
  • Sending Documents
    • Upload a Document
    • Request Signatures
      • Fill in the request form
      • Advanced options
    • Recipients and Signing Order
    • Place Fields
      • Field types
      • Field settings
      • Copy a field to other pages
    • Page Tools
    • Send and Share
      • Send the document by email
      • Copy or share a signing link
    • Follow Up and Expiry
      • Resend a request
      • Expiry and extending the deadline
  • Signing a Document
    • Open a Signing Link
    • Fill In and Sign
      • Agree to sign electronically
      • Create your signature
      • Complete the fields and finish
    • Decline a Document
    • After Signing
  • Sign Yourself
    • Sign a Document Yourself
    • After You Sign
  • Templates
    • Create a Template
      • Start a new template
      • Add roles to a template
      • Place fields in a template
    • Use a Template
    • Manage Templates
      • The template list and its actions
      • Edit a template's settings
    • Save a Document as a Template
  • Managing Documents
    • Document Statuses
      • The document lists
      • See who has viewed and signed
    • Find a Document
    • Document Actions
      • Actions available on each list
      • Resend a signing request
      • Rename, revoke or delete a document
      • Fix and resend a declined document
      • Extend an expired document
    • Download & Certificate
  • Drive & Contacts
    • SigningUs™ Drive
      • Browse your drive
      • Create folders and organise documents
      • Choose a folder when you create a document
    • Contactbook
      • Add, edit and delete contacts
      • Import contacts from a spreadsheet
  • Team & Roles
    • Roles
    • Managing Members
      • The Users page
      • Add a user directly
      • Edit a user and reset their password
      • Deactivate or remove a member
    • Invitations
      • Invite members by email
      • Approve or deny join requests
      • Resend or revoke an invitation
  • Account Settings
    • Your Profile
    • Change Your Password
    • My Signature
    • Preferences
      • General preferences
      • Customize request and completion emails
    • Multiple Organizations
  • Plans & Billing
    • Your Plan & Usage
      • The Billing page
      • Usage and limits
      • Free up storage
    • Change Your Plan
      • Choose or change a plan
      • Switch to a smaller plan
    • Cancel or Resume
    • Payments & Invoices
    • When Sending Is Paused

The Manual

  • Getting Started
    • Create an Account
      • Sign up and create your organization
      • Join an organization your company already has
    • Signing In
      • Sign in and sign out
      • Reset a forgotten password
    • Verify Your Email
    • Accept an Invitation
    • The Welcome Checklist
    • Find Your Way Around
      • The sidebar
      • The header, banners and guided tours
      • The dashboard
  • Sending Documents
    • Upload a Document
    • Request Signatures
      • Fill in the request form
      • Advanced options
    • Recipients and Signing Order
    • Place Fields
      • Field types
      • Field settings
      • Copy a field to other pages
    • Page Tools
    • Send and Share
      • Send the document by email
      • Copy or share a signing link
    • Follow Up and Expiry
      • Resend a request
      • Expiry and extending the deadline
  • Signing a Document
    • Open a Signing Link
    • Fill In and Sign
      • Agree to sign electronically
      • Create your signature
      • Complete the fields and finish
    • Decline a Document
    • After Signing
  • Sign Yourself
    • Sign a Document Yourself
    • After You Sign
  • Templates
    • Create a Template
      • Start a new template
      • Add roles to a template
      • Place fields in a template
    • Use a Template
    • Manage Templates
      • The template list and its actions
      • Edit a template's settings
    • Save a Document as a Template
  • Managing Documents
    • Document Statuses
      • The document lists
      • See who has viewed and signed
    • Find a Document
    • Document Actions
      • Actions available on each list
      • Resend a signing request
      • Rename, revoke or delete a document
      • Fix and resend a declined document
      • Extend an expired document
    • Download & Certificate
  • Drive & Contacts
    • SigningUs™ Drive
      • Browse your drive
      • Create folders and organise documents
      • Choose a folder when you create a document
    • Contactbook
      • Add, edit and delete contacts
      • Import contacts from a spreadsheet
  • Team & Roles
    • Roles
    • Managing Members
      • The Users page
      • Add a user directly
      • Edit a user and reset their password
      • Deactivate or remove a member
    • Invitations
      • Invite members by email
      • Approve or deny join requests
      • Resend or revoke an invitation
  • Account Settings
    • Your Profile
    • Change Your Password
    • My Signature
    • Preferences
      • General preferences
      • Customize request and completion emails
    • Multiple Organizations
  • Plans & Billing
    • Your Plan & Usage
      • The Billing page
      • Usage and limits
      • Free up storage
    • Change Your Plan
      • Choose or change a plan
      • Switch to a smaller plan
    • Cancel or Resume
    • Payments & Invoices
    • When Sending Is Paused
  1. Help Center
  2. Getting Started

Getting Started

Create your SigningUs account, sign in, join your team, and learn where everything lives in the app before you send your first document.

6 topics · 10 articles

Topics

  • Create an AccountWhat the sign-up form asks for, the password requirements, and what happens after you submit it.2 articles
  • Signing InSigning in with your email and password, the errors you may see, and how to sign out.2 articles
  • Verify Your EmailConfirm the email address on your account using a one-time code sent to your inbox.Article
  • Accept an InvitationOpen the invitation email, set up your account or join using your existing account, and start working with your team.Article
  • The Welcome ChecklistInvite your team, create your first document, and set up your workspace, or skip directly to the app.Article
  • Find Your Way AroundEvery item in the left hand menu and which ones depend on your role.3 articles
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