Creating access groups allows you to allocate specific groups of users to a certain document folder or template folder within your enterprise. By default, your account will be created with 2 access groups that aren’t editable, one group grants only … Read More
Guides
Document and template folders
When you create a new document and template folder, you can assign an access group to them. This will allow the users in that group access to any templates or documents placed into those folders. Whenever a document is sent for … Read More
Void a document
If you, by mistake, send the wrong document, are missing something or didn’t fill out the fields correctly, you may want to void a document. When you cancel (or void) a document you’ve sent, it will immediately become incompletable, unviewable … Read More
Email archiving with PleaseSign
What is email archiving? Email archiving allows you to allocate an email address, that receives carbon copies of all completed documents. Not only will the signee and sender receive a copy of the completed document after the electronic signatures have … Read More
Signing order
What is signing order? If your document has more than one recipient, you can allocate a signing order. This restricts the order in which the document is signed as the user next in line will not receive the document until … Read More
Correct your recipients
If you’ve entered a recipient’s email address wrong or sent a document to the wrong person, you may correct your recipient’s email and resend the document to the the appropriate persons. This feature gives peace of mind as if you … Read More
Bulk sending
Bulk sending allows you to easily send one document to many recipients all at the same time, where each recipient receives their own unique individual copy. You can import recipients using a formatted .csv file, or you can add your … Read More
Redirect path
Redirect path allows you to control where your recipient’s web browser is navigated to after they have finished electronically signing a document. By default a generic completion page will be shown to all recipients, intended to notify them that no … Read More
Private messages
When sending a document you have the option to enter a message to your recipients. This message appears in the email that your recipients receive and should be used as a way to provide more information about the context and … Read More
Business branding
Create a business branding allows you to personalise how emails and documents appear for your customers. You can upload your business logo and colour scheme as a way to reassure your customers that documents sent to them through your account … Read More