How to get started

Once you have subscribed to a Professional or Business plan, you'll want to set up your account.

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 

3. Invite your other users (if applicable)

How to invite team members

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:

Was this article helpful?
23 out of 33 found this helpful



Please sign in to leave a comment.