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?
28 out of 41 found this helpful

Comments

7 comments
  • this is far too complicated for me. 

    0
  • I am not being able to download the application

    0
  • If I am at the document can you open it up for me_

    0
  • I will be waiting at my email address minteguimarc6@gmail.com

    0
  • Hi Marc, 

    I've emailed you directly.  

    For the future, you can direct all support queries to support@signrequest.com.

    Kind regards,

    Harrison

    0
  • its hard to completed for me

    0
  • I am finding this difficult to understand, I am not very computer savvy.

    I pressed log in and took me straight to the documents yet I have not even created a password yet, I didn't even know if I am supposed to sign anything.

    I do not know what to do next or if I do not have to do anything.

    I'm sorry.

    Kind regards

     

     

    0

Please sign in to leave a comment.