Signeasy for Web App

Getting Started with the Signeasy Web App 2 articles

• Getting Started on the Signeasy Web App
• Getting to know the Signeasy Web App

Sending a Document 13 articles

• Edit signer details after sending the signature request
• Import documents from Cloud Storage with Signeasy
• Sending a Document for Signature
• How to copy(CC) an email address in a signature request?
• Requesting a signature using multiple templates/documents.
• Collecting Documents with Attachments

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Signing a Document 10 articles

• Sign/Decline a document
• How do I zoom in on my document or search for text?
• How do I download the audit trail for a document?
• How do I merge my document with the audit trail?
• How do I void a signature request?
• How can I decline a signature request?

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Plans & Billing 5 articles

• Learning about your Signeasy Plan
• Webapp Subscriptions: Managing a Team with the Team Plan
• Invoices for the Business Pro Plans
• Switching Signeasy plans
• Upgrading from Free Trial to Paid Plan (Web App Only)

Template 4 articles

• Template Sharing for Teams
• Signature Requests with a Template Link and QR Code
• Signeasy Templates: creating, editing and sending for signature
• Template Links with Two Roles

Troubleshooting and FAQs 2 articles

• User Management - FAQs
• Troubleshooting Import Issues

Trust Seal 1 articles

• Signeasy Trust Seal

Account and Settings 23 articles

• Password Policy
• Add and remove users
• Setting up document visibility for your team
• Transfer ownership of Signeasy account
• Managing user seats and roles in Signeasy
• Understanding roles & permissions

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Compliance and Certifications at Signeasy 2 articles

• Compliance and Certifications at Signeasy
• Web Content Accessibility Guidelines (WCAG) 2.0

Approval Workflow 1 articles

• Approval Workflow Guide

Adding Contacts 1 articles

• Adding Signeasy to your trusted contacts

Managing documents on the Web App 5 articles

• Self-Signing: adding information to a document
• How do I save a draft and complete my document?
• How do I search, delete, or rename my documents in the Web App?
• Understanding document states on the Web app
• Contract Type tagging for better organization

Security & Privacy 3 articles

• Using the Signeasy Verification Tool
• Multiple unsuccessful login attempts
• Single Sign-On