SignRequest | Helpcenter and Support
Getting Started | New Design
- You've been invited to a team - this is what you need to know!
- Teams Explained
- How to sign a document?
- Why users must adhere to the privacy notice and terms of service
- How to resize inputs while signing a document
- Does the recipient of a SignRequest need an account to sign?
Account | New Design
- How to receive document attachments in the 'document signed' email
- Login Issues and Password Reset
- How to enable the Google Drive integration
- How to delete your saved contacts
- How to switch between the "Old" Design and the "New" Design?
- What is the difference between the "Personal" and "Team" Profile?
Prepare | New Design
- How to upload and sign a document yourself
- How to set up a document but not send it immediately?
- Replace Original Document
- How to send multiple documents in one SignRequest
- How to add or require initials?
- Generate an Embed URL Link via Zapier
Signing | New Design
Account Settings
- Create, upload, manage and save your Signatures
- How to automatically upload "signed" documents to specific Google Drive folders
- How to set up the "Google Drive Add-On"
- Enable Two Factor Authentication
- Email Notifications Explained
- Changing the email address of your account
Getting Started
Basics
- Do you have a SalesForce integration
- Can I setup a SSO integration
- Change Password
- Is there an API available
- How to report an issue
- Can I sign with a "Signature Pad" device?
Preparing & Sending Documents
- How to save a 'Contacts' email address within a template document
- How to create templates?
- How to create a Template with tags in a base document
- How to easily resend a SignRequest
- How can I send a SignRequest to someone if they do not have an email address?
- Are "Radio Buttons" an available feature?
Document Management
- Document Status: "Waiting"
- Can an "expired" document be re-enabled?
- How is the time of signing determined?
- What happens to the documents when a member is removed from a team?
- What is the Signing Log?
- How to copy or move your templates
Account & Team Settings
- What user permissions are available for team members?
- How are "users" and "licenses" defined?
- How to automatically place signature stamps on your documents
- Why am I receiving an upgrade notification if I am already on a paid plan?
- Advanced Team Settings
- I don't want all documents to be visible by all team members. Is this possible?
Advanced options
Email Related Questions
Privacy & Security
- What is the hash code?
- HIPAA Compliance and BAA Form
- Disable the digital certificate
- Is SignRequest GDPR compliant?
- Where is the data stored?
- SignRequest Data Processing Agreement
Billing
- Does the subscription renew automatically?
- Upgrade the number of licences
- How to save or change your billing information
- Upgrading the number of users on your account
- Which payment methods are available?
- How do I access my invoices?
Zapier
- Why is Zapier not connecting to my SignRequest account? Why has my Zap stopped working?
- 400 Error
- Is there a HubSpot integration?
- How to pre-fill a document using external IDs
- How to integrate SignRequest with Google Sheets
- How to integrate SignRequest with Google Forms