The Welcome Checklist

Invite your team, create your first document, and set up your workspace, or skip directly to the app.

2 min readUpdated

Right after you create an organization, SigningUS displays a welcome page with three suggested first steps. Each step provides a shortcut to a specific part of the app, and none of them is required.

StepButtonWhere it takes you
Invite your teamInvite membersThe invitations page, where you can email invitations to colleagues and assign their roles.
Create your first documentGo to dashboardYour dashboard, where "Sign yourself" and "Request signatures" are ready to use.
Set up your workspaceOpen preferencesSettings → Preferences, where you can configure signature types, signing order, time zone, and date format.

Select "Skip for now" to go directly to your dashboard. The checklist appears only once, immediately after sign-up.

Still stuck? Email support@signingus.com and tell us which page you were on and what you expected to happen.

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