User Resources

Getting started
Quick start
Install a mobile app
Languages support
Use Test Mode
Branding & Communication
Connect Gmail or Outlook
Personalize email messages
Send documents copy email
Upload company logo
Sending documents
Add BCC recipients
Add multiple PDFs in a single signature request
Add multiple signing parties
Bulk send with CSV or XLSX import
Collect signature via shared link
Decline documents
Delegate documents
Invite a witness by the signer
Pre-filling recipients
Re-send a signature request via email or sms
Set signing order
Templates & Documents
Add conditional documents
Add recipients form fields
Create dynamic document templates
Create folders
Delete a template or submission
Import templates from DocuSign
Convert photos to a scanned document
Pre-fill template field values
Redact a document
Set expiration time for template documents
Use Google Drive and Docs integration
Use private and admin-only templates
Use tagged DOCX with fields
Use template editor
Signature & Authentication
Accept only drawn signatures
Add own signing certificate
Send a GDPR compliant signature request
Sign documents in-person
Sign with QeS or AeS
Upload your signature
Verify identity with KBA
Verify identity via phone number OTP
Form fields
Add conditional fields
Add description to fields
Add field on multiple pages
Add formula fields
Add hidden field
Add initials on all pages
Collect file and image attachments
Customize text field font settings
Format date field
Use custom fields
Use radio buttons and checkboxes
Validate field values
Team & Account
Delete your account
Manage multiple teams
Manage subscription
Manage users and roles
Secure account with 2FA
Automation & Integrations
Automate with Make.com
Automate with OpenClaw AI agent
Automate with Zapier
Use Webhooks