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Quick start

  • Admin area
  • Start free trial
  • Cancel subscription
  • First steps

Features and extras

  • Admin Dashboard
  • Monitor activity
  • Track signature usage
  • Track identifications usage
  • Add custom support contact
  • Add company branding
  • Set a document deletion period
  • Signature reminders
  • Confirmation e-mail attachments
  • Customise visual signatures
  • Signature protocol
  • Manage electronic seals
  • Set up 21 CFR Part 11 compliant signatures

Members and seats

  • Manage seats
  • Add members
  • Remove members
  • Manage Members
  • Search for members
  • Grant admin role
  • Revoke admin role

Billing and payment

  • Change billing period
  • Change billing e-mail address
  • Update payment method

Plug-ins

  • Set up signing from Google Drive
  • How to sign from Google Drive
  • Set up signing from OneDrive and SharePoint
  • How to sign from OneDrive and SharePoint

AES for Business

  • Set up AES for Business

API keys

  • Manage API keys

Single sign-on (SSO)

  • Azure Active Directory SSO
  • Renewing the Azure SSO Client Secret
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