E-signature help center: how-to guides
Step-by-step SignQuick guides to send documents for e-signature, sign a request, reuse templates, bulk send, manage contacts, and set up your team and billing.
38 articles
Getting started
Send your first SignQuick document and pick up a draft where you left off.
Sending documents
Prepare PDFs, place fields, reuse templates and contacts, send in bulk, and follow up on requests you have already sent.
Check who has signed a document
Follow each signer's status on the document's page and download the records once it's Completed.
Prepare a PDF for signing
Upload, combine and review pages before you place fields.
Assign fields to each signer
Choose who each field belongs to and make sure every signer has a signature field.
Set the signing order
Choose whether everyone signs at once or in stages, one stage after another.
Create a reusable template
Save a PDF with fields for each signer role, then publish it for new documents.
Send a document from a template
Start a new document from a template, add a person for each signer role and send it.
Add and reuse contacts
Save a recipient's details once, then pick them on your next request.
Import or export contacts with a CSV file
Add or update many contacts at once from a CSV file, or download your address book.
Send a template to many people
Use Bulk Send to create a separate signature request for each recipient.
Bulk Send CSV file format
Columns, language codes and row limits for a Bulk Send recipient file.
Publish a signing form
Share a public link where each submission starts a signature request.
Send signature reminders
Nudge a pending signer now, and let SignQuick follow up on a schedule.
Change when signature requests expire
Set how many days new signature requests stay open, and see what happens when one expires.
Fix a signer's email or replace a signer
Fix a mistyped name or email, or send the request to someone else.
Void a document you sent
Stop a pending signature request so no one else can sign it.
Why didn't my signer get the signing email?
Find out why an invitation has not arrived, then send it again or fix the address.
Signing documents
Sign, decline or sign in person, then download, verify and export the completed records.
Sign a document sent to you
Open the invitation, pass any check the sender set, fill your fields and sign.
Decline to sign a document
Refuse a signing request and tell the sender why.
Get a signature in person on your device
Let someone sign on your tablet, phone or computer without an email invitation.
Download a signed PDF and its audit trail
Save the signed PDF and the separate audit-trail PDF from a completed document.
Verify a signed PDF
Check that your copy of a signed PDF matches the file SignQuick recorded.
About the audit trail and Certificate of Completion
What the certificate page in each signed PDF and the separate audit-trail PDF record, and how your plan changes them.
Export signed documents as a ZIP file
Download agreements with their audit trails and evidence in one archive.
Why isn't my signing link working?
Find the message on the signing page and apply its fix, from a new code to a new document.
Account and security
Manage your team, plan, branding and account security.
Invite teammates and set their roles
Add people to your workspace as Admins or Members.
Remove a teammate from your workspace
Hand over a teammate's work and end their access.
About team roles and permissions
What Owners, Admins and Members can do, and how the Owner grants extra access.
Upgrade, change or cancel your plan
Move to another plan or cancel your subscription from Billing.
Change your name, email, password or language
Update your profile, sign-in details and language in Settings, then Account.
Delete your SignQuick account
Cancel any paid plan, keep your records and ask SignQuick to delete your account.
Add your logo and brand color
Show your logo, color and sender name on signing pages and emails.
Turn on two-factor authentication
Protect your sign-in with an authenticator app and backup codes.
Why can't I sign in to SignQuick?
Fixes for a forgotten password, a magic link that fails, Google sign-in, a lost authenticator app and a deactivated account.
Developers
Connect SignQuick to your own software with the API and webhooks.
Still need help?
Contact support with what happened and the error message. Never share passwords, verification codes, or signing links.
Contact support