Using AssureSign
Information about branding, user and account management, and getting documents signed
FAQ
- ★ How can I receive AssureSign product announcements?
- ★ How do I login if I forgot my password?
- ★ I was sent an invitation to sign and I have questions
- ★ Where do I start?
- Can a signer upload extra files or pictures?
- Can I export a report to Excel?
Simple Setup Envelopes and Templates
- Import/Export Templates
- Creating a New Simple Setup Envelope
- Working with Simple Setup Templates
- Cancelling an Envelope
- Document/Envelope Authentication
- Document and Envelope Deletion
Classic Templates, Envelopes and Documents
- Documents (Classic Interface)
- Document JotBlocks (Classic Interface)
- Document Workflow (Classic Interface)
- Classic Document Templates (Classic Interface)
- Classic Template Design Mode (Classic Interface)
- Classic Template Workflow Design (Classic Interface)
Branding and General Settings
Emails
Security and User Management
Security Best Practices
- Security Best Practices
- Creation of Subaccounts
- User Creation
- Document Preferences
- DocumentNOW Integration
- DocumentTRAK
Reports
Walkthrough Videos
- AssureSign User Roles
- Home Screen Navigation
- How to Attach a Non-Signable Addendum in Simple Setup
- How to Cancel A Document
- How to Carbon Copy Email Notifications
- How to Create a Custom Email Design