1. Welcome

This guide is written for everyday users. You do not need technical knowledge to use it.

You will learn how to:

  • sign in

  • create and send requests

  • sign or review requests

  • manage your profile and signature card

  • manage team settings like members, billing, API keys, and webhooks

2. What You See After Login

After sign-in, you land on the main app. The left menu is your main navigation.

Dashboard

Menu items:

  • Dashboard: your quick summary

  • Inbox: requests waiting for your action

  • Sent: requests you sent to others

  • Drafts: unfinished requests

  • Templates: reusable request layouts

  • New request: start a new signing request

3. Dashboard

The Dashboard gives a quick health check of your account.

You can see:

  • how many requests are pending

  • how many are completed

  • how many failed/declined/expired

  • your recent requests

If you are new, it may show empty cards at first. This is normal.

4. Start A New Request

Click New request in the left menu.

New request upload screen

4.1. Step 1: Upload your file

  • Drag and drop a PDF into the upload area, or click to choose a file.

  • Wait for upload to finish.

4.2. Step 2: Add recipients

You can add people as:

  • Signer: signs the document

  • Reviewer: approves or rejects

  • Observer: can view only

  • Host signer: for in-person signing sessions

4.3. Step 3: Place fields

Add fields on the PDF (signature, text, checkbox, date, dropdown). Assign each field to the correct person.

4.4. Step 4: Save or send

  • Save as draft if you are not ready.

  • Save as template if you will reuse this setup.

  • Send when everything is complete.

5. Drafts

Drafts are requests you saved but did not send yet.

Drafts page

Use Drafts to:

  • continue editing

  • delete old draft work

6. Templates

Templates help you avoid repeating setup.

Templates page

Use Templates to:

  • start a new request from a saved layout

  • reuse recipients and field setup

  • keep your process consistent

7. Inbox (Requests For You)

Inbox shows requests where you are a signer, reviewer, or observer.

Inbox page

Possible actions you may see:

  • View

  • Sign

  • Review

  • Host

If Inbox says "Nothing assigned to you yet", no action is currently required from you.

8. Sent (Requests You Created)

Sent shows requests you created.

Sent page

For each request, you may be able to:

  • open it

  • resend reminder

  • withdraw request

  • delete request

If Sent is empty, you have not sent any requests yet.

9. Signing And Reviewing (Simple Explanation)

9.1. If you are a signer

  1. Open the request from Inbox.

  2. Fill all required fields assigned to you.

  3. Confirm and complete signing.

You may be asked for extra confirmation (for example OTP or consent) depending on signature level.

9.2. If you are a reviewer

  1. Open the request from Inbox.

  2. Read the document.

  3. Approve or reject.

  4. Add a comment if needed.

9.3. If you are hosting in-person signing

  1. Open Host.

  2. Choose the guest signer.

  3. Guide the signer to complete required fields.

  4. Confirm and continue to next signer if needed.

10. Profile

Open profile from the bottom profile area in the sidebar.

Profile data tab

On Profile data, you can update:

  • first and last name

  • profile image

  • mobile number

  • organization name

Click Save Profile after changes.

11. Signature Cards

Open the Signature Cards tab in Profile.

Signature cards tab

You can create and manage your visual signature card.

To create one:

  1. Click Add Signature Card.

  2. Choose one input method:

    • Type Signature

    • Draw Signature

    • Upload Image

  3. Fill optional details (name, lines, show date, labels).

  4. Click Save or Save as default.

Add signature card modal

Tip: Keep one default card active for faster signing.

12. Signature Types Tab

This tab explains available signature levels.

Signature types tab

You may see SES, AES, and QES options depending on organization policy and legal region.

13. Organizations Tab

This tab shows organization memberships and invitations.

Organizations tab

From here you can:

  • accept invitation

  • decline invitation

  • leave organization

14. Members (Team Management)

Open Settings > Members.

Members settings

You can:

  • invite members by email

  • assign admin role

  • revoke invitation

  • remove member

Use this only if you have permission to manage your team.

15. Billing

Open Settings > Billing.

Billing settings

You can:

  • see current plan

  • compare plan levels

  • switch monthly/yearly view

  • choose display currency

  • start upgrade/subscribe flow

16. API Keys

Open Settings > API Keys.

API keys settings

You can:

  • create API key

  • copy key secret once

  • delete key

Warning

The full API key is shown only one time at creation. Copy it immediately and store safely.

17. Webhooks

Open Settings > Webhooks.

Webhooks settings

You can:

  • create webhook endpoint

  • choose events

  • test delivery

  • edit endpoint

  • rotate secret

  • delete webhook

Warning

Webhook secret is shown only when created or rotated. Save it immediately.

18. Security Settings

Open Settings > Security.

Security settings

You can:

  • rotate passphrase and keys

  • resume paused rotation

  • reset rotation state

  • delete account

18.1. Passphrase rules

Your passphrase must:

  • be 10 to 20 characters

  • include uppercase letter

  • include lowercase letter

  • include number

  • include special character

18.2. Delete account

Account deletion is permanent and cannot be undone.

19. Quick Troubleshooting

19.1. I cannot see Sign or Review button

  • Check you are logged in with the invited email address.

  • Ask sender to resend the invitation.

  • Refresh the page and open Inbox again.

19.2. My Inbox is empty

This usually means no request is currently assigned to your account.

19.3. I cannot open old encrypted request

You may need the correct passphrase. If passphrase or key was rotated recently, sign out and sign in again.

19.4. My webhook/API integration stopped

If key/secret was rotated or deleted, update your integration config with the new value.

20. Best Practices For Normal Daily Use

  • Save draft first for important documents.

  • Use templates for recurring workflows.

  • Keep one default signature card.

  • Keep your mobile number up to date for secure signing steps.

  • Remove old API keys you no longer use.

  • Rotate security settings periodically.

21. Quick Start (2-Minute Version)

  1. Click New request.

  2. Upload PDF.

  3. Add signer(s).

  4. Place signature fields.

  5. Send request.

  6. Track progress in Sent.

  7. When requests come to you, act from Inbox.