Getting Started
User Guide
Signiphi lets you send documents for electronic signature, track who has signed, and keep the signed copies, all from your browser. This guide walks through everything the app can do. If someone sent you a document to sign, go straight to Signing a Document.
What you can do with Signiphi
| Feature | What it is for |
|---|---|
| Documents | Upload a PDF (or combine several PDFs and images), choose who signs, and send it. |
| Fields | Place signature, initials, date, text, checkbox, radio, dropdown and contact-detail fields for each signer. |
| Tracking | See status at a glance, send reminders, correct a sent document, answer signer comments, download signed copies. |
| Templates | Save documents you send often and reuse them in seconds. |
| Signing links | Publish one link (or embed it on your website) that anyone can use to sign their own copy. |
| Teams | Share documents, templates and links with colleagues. |
| Settings | Manage your profile, save your signature for reuse, and brand your emails. |
Create your account
- Go to the sign-up page and fill in First Name, Last Name, Email and Password.
- Choose a password with at least 8 characters, including an uppercase letter, a lowercase letter, a number and a special character (
!@#$%^&*). The checklist under the field turns green as each rule is met. - Confirm the password and click Sign Up.
- Open the verification email we send you and click the link to verify your address.
Invited by someone?
If you received an invitation, the link opens Complete Your Registration with your name and email already filled in. Just choose a password and click Activate Account. Invitations expire after 7 days.
Tip
Verifying your email is needed to use your saved signing details when you sign documents. You can resend the email any time from Settings → Profile → Resend Verification.
Logging in & passwords
- Log in with your email and password on the Log In page.
- Forgot your password? Click Forgot password?, enter your email and click Send Reset Link. Follow the link in the email to choose a new password.
- For security you're signed out after a period of inactivity. Just log in again and you'll return to where you were.
- Deleted your account by mistake? Log in within 30 days and choose Restore Account.
Finding your way around
The bar at the top of every page has:
- Workspace switcher: choose Personal or one of your teams. Everything you see (documents, templates, links) belongs to the selected workspace.
- Dashboard: your overview.
- Documents: everything you've sent, plus the Signing Links tab.
- External: documents that arrived through an integration and still need preparing.
- Templates: your reusable documents.
- Your name (top right): Teams, Settings, API Keys, Help & Guides and Log out.
The dashboard
The dashboard is your starting point after logging in. It shows:
- Counts of your Total Documents, Draft, Sent (awaiting signature) and Signed documents.
- Recent Documents with their status. Click View All to open the full list.
- Account Information, including whether your email is verified.
- In a team workspace, Recent Team Activity.
Send your first document
- Click Documents, then Send Document.
- Give the document a name and an optional message, and keep Build from Scratch selected.
- Under Primary Signers, enter the signer's email and name and click Add Signer.
- Click next to go to Prepare Your Document and upload your PDF.
- Skip or accept Import Fields, then drag a Signature field (and any others you need) onto the page.
- Check the Preview and click Submit Document. Your signer receives an email straight away.
Follow its progress on the Documents page. The details of each step are in Creating Documents and Preparing Documents.
Key terms
| Term | Meaning |
|---|---|
| Primary signer | The main signer. Each primary signer gets their own separate copy of the document. |
| Secondary recipient | Someone added after each primary signer: another signer, an approver, a viewer or a CC. |
| Approver | Reviews and approves or declines; doesn’t fill in fields. |
| Viewer | Can view the document and follow progress, read-only. |
| CC | Receives the completed document by email. |
| Field | A spot on the document a signer fills in: signature, date, text and so on. |
| Template | A saved document with fields, ready to send again. |
| Signing link | A public link that creates a fresh copy of a template for each person who uses it. |
| Workspace | Personal, or a team. Decides what you see and who else can see it. |
Keyboard shortcuts
Anywhere in the app (Ctrl on Windows, ⌘ on Mac)
| Shortcut | Goes to |
|---|---|
| Ctrl + D | Dashboard |
| Ctrl + Shift + D | Documents |
| Ctrl + Shift + E | External documents |
| Ctrl + Shift + T | Templates |
| Ctrl + , | Settings |