Documentation

Introduction to SignersToGo

Welcome to the SignersToGo documentation. This guide will help you understand how to use our digital signature platform effectively.

SignersToGo is a comprehensive digital signature solution designed to streamline your document signing process. Whether you're a small business owner, part of a large enterprise, or an individual professional, our platform provides the tools you need to securely sign and manage documents online.

Key Features

• Electronic Signatures: Legally binding signatures compliant with ESIGN Act, UETA, and eIDAS regulations.
• Document Management: Upload, organize, and track all your documents in one secure location.
• Templates: Create reusable templates for frequently used documents.
• Team Collaboration: Invite team members and manage permissions.
• API Integration: Connect SignersToGo with your existing systems.
• Security: Bank-level encryption and comprehensive audit trails.

How to Use This Documentation

This documentation is organized into sections based on different aspects of the SignersToGo platform. You can navigate through these sections using the sidebar on the left.

If you're new to SignersToGo, we recommend starting with the Quick Start Guide to get up and running quickly. For more detailed information about specific features, you can explore the relevant sections.

Quick Start Guide

Get started with SignersToGo in just a few simple steps:

That's it! You've successfully sent your first document for signature. You'll receive notifications as recipients sign, and you can track the status of your document in real-time from your dashboard.

Account Setup

Setting up your SignersToGo account properly ensures you get the most out of our platform. This section covers the essential steps for configuring your account.

Profile Settings

After creating your account, the first step is to complete your profile:

1. Click on your profile icon in the top-right corner of the dashboard
2. Select "Profile Settings" from the dropdown menu
3. Upload a profile picture (optional but recommended)
4. Verify your contact information
5. Set your time zone and language preferences
6. Click "Save Changes"

Creating Your Signature

SignersToGo offers multiple ways to create your digital signature:

To create your signature:

1. Go to "Profile Settings"
2. Click on the "Signatures" tab
3. Select your preferred method (Type, Draw, or Upload)
4. Create your signature
5. Click "Save Signature"

Setting Up Two-Factor Authentication

For enhanced security, we strongly recommend enabling two-factor authentication (2FA):

1. Go to "Profile Settings"
2. Click on the "Security" tab
3. Click "Enable Two-Factor Authentication"
4. Choose your preferred 2FA method (SMS or Authenticator App)
5. Follow the on-screen instructions to complete the setup

Notification Preferences

Configure how and when you receive notifications:

1. Go to "Profile Settings"
2. Click on the "Notifications" tab
3. Choose which events trigger notifications (document sent, signed, viewed, etc.)
4. Select your preferred notification methods (email, SMS, in-app)
5. Click "Save Preferences"

Dashboard Overview

The SignersToGo dashboard is your command center for managing all your document signing activities. Here's a breakdown of the key components:

Main Navigation

The main navigation menu is located on the left side of the dashboard and includes:

• Home: Returns to the main dashboard view
• Documents: Access all your documents
• Templates: Manage reusable document templates
• Contacts: Manage your recipient contacts
• Reports: View analytics and usage reports
• Team: Manage team members and permissions
• Settings: Configure account and organization settings

Quick Actions

The quick action buttons at the top of the dashboard allow you to:

• Upload Document: Add a new document for signing
• Create Template: Create a reusable document template
• Bulk Send: Send the same document to multiple recipients
• Request Signature: Request someone to sign your document

Document Status Overview

The status cards show at a glance:

• Waiting for Me: Documents requiring your signature
• In Progress: Documents awaiting signatures from others
• Completed: Documents with all required signatures
• Drafts: Documents you've started but not yet sent

Recent Activity

The recent activity feed shows the latest actions on your documents, including:

• Documents viewed by recipients
• Signatures completed
• Documents sent
• Comments added

Search and Filters

Use the search bar and filters to quickly find specific documents:

• Search by document name, recipient, or content
• Filter by status (draft, in progress, completed, declined)
• Filter by date range
• Filter by document type or folder

Uploading Documents

SignersToGo supports a wide range of document formats and provides multiple ways to upload your files.

Supported File Formats

You can upload the following file types to SignersToGo:

• PDF (.pdf) - Recommended for best results
• Word (.doc, .docx)
• Excel (.xls, .xlsx)
• PowerPoint (.ppt, .pptx)
• Images (.jpg, .jpeg, .png)
• Text (.txt)

Upload Methods

There are several ways to upload documents to SignersToGo:

1. Direct Upload

1. Click the "Upload Document" button on your dashboard
2. Select a file from your computer
3. Wait for the upload to complete

2. Drag and Drop

1. Navigate to the Documents section
2. Drag files from your computer and drop them onto the designated area

3. Cloud Storage Integration

1. Click "Upload Document"
2. Select "Import from Cloud"
3. Choose your cloud storage provider (Google Drive, Dropbox, OneDrive, etc.)
4. Authenticate if necessary
5. Select the file you want to upload

4. Email to SignersToGo

1. Attach your document to an email
2. Send it to your unique SignersToGo email address (found in your account settings)
3. The document will appear in your dashboard

File Size Limits

The following file size limits apply:

• Individual file: Maximum 25MB
• Total storage: Depends on your subscription plan

Document Organization

After uploading, you can organize your documents by:

• Creating folders and subfolders
• Adding tags for easy filtering
• Renaming files
• Adding descriptions

Document Preparation

Properly preparing your documents is crucial for a smooth signing experience. This section covers everything you need to know about setting up your documents for electronic signatures.

The Document Preparation Interface

After uploading a document, you'll be taken to the document preparation interface, which consists of:

• Document Preview: Central area showing your document
• Field Toolbar: Left sidebar with available fields to add
• Recipients Panel: Right sidebar for managing signers
• Page Navigation: Bottom controls to move between pages
• Action Bar: Top controls for saving, previewing, and sending

Adding and Managing Recipients

Before adding fields to your document, you need to define who will be signing it:

Adding Recipients

1. Click "Add Recipient" in the Recipients panel
2. Enter the recipient's name and email address
3. Assign a role (Signer, Approver, CC, etc.)
4. Set the signing order (if applicable)
5. Add a custom message (optional)
6. Click "Add"

Recipient Roles

SignersToGo supports various recipient roles:

Setting Signing Order

You can determine the sequence in which recipients sign your document:

1. In the Recipients panel, click "Set Signing Order"
2. Drag and drop recipients to arrange them in the desired order
3. Alternatively, assign a numerical order to each recipient
4. Recipients in the same signing level can sign simultaneously
5. Click "Save" to apply the signing order

Adding Fields to Your Document

SignersToGo offers a variety of fields you can add to your document:

Standard Fields

Data Collection Fields

Advanced Fields

Adding Fields to Your Document

1. Select a recipient from the Recipients panel
2. Choose a field type from the Field Toolbar
3. Drag and drop the field onto the document where needed
4. Resize and position the field as necessary
5. Configure field properties (required, read-only, validation, etc.)
6. Repeat for all required fields

Field Properties and Validation

Each field can be customized with various properties:

Basic Properties

• Field Name: Internal identifier for the field
• Required: Makes the field mandatory for completion
• Read-Only: Prevents the recipient from modifying the field
• Tooltip: Help text that appears when hovering over the field

Validation Rules

You can set validation rules for data collection fields:

• Text Format: Email, phone number, date, etc.
• Minimum/Maximum Length: For text fields
• Number Range: For numeric fields
• Regular Expression: For custom validation patterns
• Custom Error Message: Displayed when validation fails

Conditional Logic

SignersToGo allows you to create dynamic documents with conditional logic:

Setting Up Conditional Fields

1. Add and configure your base fields
2. Select the field you want to make conditional
3. Click "Add Condition" in the field properties
4. Select the trigger field (e.g., a checkbox or dropdown)
5. Define the condition (equals, not equals, contains, etc.)
6. Specify the value that triggers the condition
7. Choose the action (show/hide, enable/disable, make required)
8. Save the condition

Document Settings

Before sending your document, configure these important settings:

Basic Settings

• Document Name: Internal name for tracking purposes
• Message to Recipients: Custom email message
• Expiration Date: When the signing request expires
• Reminder Schedule: When to send reminders

Security Settings

• Access Authentication: Email, SMS, password, or ID verification
• Private Message: Secure note visible only after authentication
• Document Password: Additional password protection
• IP Address Restriction: Limit signing to specific locations

Completion Settings

• Completion Emails: Who receives notifications
• Redirect URL: Where to send signers after completion
• Auto-Download: Whether to download the signed document
• Certificate of Completion: Whether to generate a certificate

Testing Your Document

Before sending your document to recipients, it's important to test it:

1. Click "Preview" in the action bar
2. Navigate through the document as your recipients would
3. Test all fields and conditional logic
4. Verify that required fields are properly marked
5. Check that field positioning is correct on all pages
6. Return to the editor to make any necessary adjustments