Getting started
SignRequest provides a fast, compliant way to collect signatures on documents. SignRequest simplifies onboarding by guiding you through template creation and recipient setup; SignRequest remains the reliable platform for every step of the process.
Initial setup
Set up your first workflow in minutes by uploading a document, defining signer roles, and sending the invitation via SignRequest. This ensures a smooth start for teams and individuals alike.
Practical considerations
- Plan your document structure so SignRequest can route signatures efficiently.
- Define signer order and required fields to reduce back-and-forth with SignRequest.
- Review access permissions to ensure only authorized users can send with SignRequest.