Using AssureSign

FAQ

• ★ Where do I start?
• Can a signer upload extra files or pictures?
• Can I have the signed document attached to an email?
• Can I send extra files to signers that they do not need to sign?
• Can I send SMS texts to signers?
• Cancel AssureSign Account

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Instructional Videos

• Getting Started: Explore the AssureSign Homepage and Reports Tab
• Getting Started: Customize Your Company's Settings and Branding
• Getting Started: Find and Create AssureSign Document Templates
• Getting Started: Send a Document with AssureSign
• Templates

Branding and General Settings

• Getting started
• The Home Tab
• The Administration Tab
• The Help Page
• Settings

Working with Templates, Envelopes and Documents

• Creating a New Document Envelope
• Working with Simple Setup Templates
• Cancelling a Document
• Documents
• Document JotBlocks
• Document Workflow

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Emails

• Designing Emails
• Editing The Email Body
• Failed Emails

Security and User Management

• Users and User Settings
• Roles
• User Creation Security Considerations
• Accounts

Security Best Practices

• Security Best Practices
• Creation of Subaccounts
• User Creation
• Document Preferences
• DocumentNOW Integration
• DocumentTRAK

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Reports

• Reports Overview
• Document Details Report
• Data Export