How to get started

Once you have subscribed to a Professional or Business plan, you'll want to set up your account. To utlize SignRequests API, you are required to be subscribed to the 'Business' plan.

The first things you'll want to do are:

1. How to start a free trial?
How to start a free trial?

2. Create a team

How to create a team

Teams explained

Advanced Team Settings 

Personal vs. Team Profile

3. Invite your other users (if applicable)

How to invite team members

You've been invited to a team - What's next?

4. Create templates

How to create a template

5. Send your first SignRequest

How to send a SignRequest

6. Managing sent documents

My Documents

 

The following video restates the above:

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