What do you need to do?
Send your first request
Add a document and a person, send a request, and check completion.
Organize people into groups
Set up a shared set of documents and choose when requests go out.
Follow up on requests
Find unfinished requests, send reminders, and resolve delivery problems.
Make documents available to read
Give people access through groups, without a signature request.
Sign a document
Open your email link or use the signing portal. No team member account needed.
Get help
Ask the in-app assistant, request a human reply, or email support.
A few terms to know
New online requests collect a typed-name signature. An acknowledgment is the outcome: the person acknowledges your policy. Older records may show click-only acknowledgments.