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Document preparation and workflows
Getting started
Introduction
Account setup
User roles and permissions
Support and help
Account and security
User profile management
Account security
Language settings
Managing users and permissions
Document preparation and workflows
Preparing signature requests
Adding participants
Customizing document fields
Workflow customization
Sending documents and managing signature requests
Sending a signature request
Using templates
Bulk sending
Document tracking and management
Document tracking
Managing active documents
Downloading and printing documents
Document sharing and collaboration
Reports and insights
Dashboard overview
Document reports
User activity reports
Integrations and API
API overview
API usage and examples
Integrations with third-party platforms
Advanced features
Custom branding
Signature and stamp customization
Automation and advanced workflows
Troubleshooting and common issues
Login issues
Document issues
API troubleshooting
System errors and performance
Frequently asked questions (FAQs)
General (FAQs)
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Signit Help Center
Document preparation and workflows
Getting started
Introduction
Account setup
User roles and permissions
Support and help
Account and security
User profile management
Account security
Language settings
Managing users and permissions
Document preparation and workflows
Preparing signature requests
Adding participants
Customizing document fields
Workflow customization
Sending documents and managing signature requests
Sending a signature request
Using templates
Bulk sending
Document tracking and management
Document tracking
Managing active documents
Downloading and printing documents
Document sharing and collaboration
Reports and insights
Dashboard overview
Document reports
User activity reports
Integrations and API
API overview
API usage and examples
Integrations with third-party platforms
Advanced features
Custom branding
Signature and stamp customization
Automation and advanced workflows
Troubleshooting and common issues
Login issues
Document issues
API troubleshooting
System errors and performance
Frequently asked questions (FAQs)
General (FAQs)
Document preparation and workflows
Preparing signature requests
How to upload documents for signing
Supported document formats (PDF, Word, Excel, PowerPoint)
File size and document upload limits
How to prepare multi-page or multi-document requests
Adding participants
How to add signers to a document
Assigning roles to signers (signer, approver, viewer)
How to set the signing order for participants
How to remove a participant from a signature request
Customizing document fields
How to add and customize signature fields
Types of fields you can add (text, signature, checkbox, radio buttons, file attachment)
Assigning fields to specific signers
How to make fields required or optional
Workflow customization
Sequential vs. parallel workflows
How to customize and save workflows
How to use saved workflows in future signature requests
