Onboarding - Your first day with SignSealer

For new customers.

What the video covers

First, your business: the details that go on every agreement you send, and on its certificate. The name is filled in already. Add your street address, your town and state, and the email and phone number a customer should use if they have a question about what they signed. The state you choose decides whose law your agreements sit under. Every box is optional, so fill in what you know, and the rest can wait for Settings.

Next, what you send people to sign, and what kind of business you are. Tick everything that applies. SignSealer uses it to start you off with documents that fit.

Then how people will get their documents: by email, by text message, with a QR code at the counter, or on a tablet. And who sends the links. Usually that is SignSealer, which emails each signer their link and reminds them for you.

Your logo goes above your documents on every plan. White labelling, your own name in place of ours everywhere, is an extra you can decide on later.

The last step is the agreement between us. You sign our terms the same way your customers will sign yours, on a signing page with a certificate at the end, so you see exactly what they see.

Read it to the end, agree to sign electronically, and sign with your name. A copy comes to your email, with a certificate that anybody holding it can check. Then finish, and your business is set up.

In Templates, SignSealer has started you with documents that fit what you told it: a participant waiver, and a consent form for a guardian to sign for a minor. Open one and read it. The editor works like a word processor, with headings, bold and lists, and anything in double curly brackets is a blank that is filled in when you send. A starter has notes for your lawyer in square brackets. Have your lawyer read it, make the changes they ask for, and take the note out. Then save it, and publish it. Publishing fixes that version, so what somebody signs can never change underneath them.

Now send it. In Send, choose the waiver. The blanks in it are filled in for this one booking: the activity, your business's name, the date, and the guest's name. The wording itself stays exactly as it was published. Then add the person who signs, with an email address or a mobile number, and press Send. They get their own private link, and it opens on their phone, with nothing to install.

And that is your first day: your business set up, your terms signed, and your first document on its way. Everything you send lands in Documents, with who has signed and who has not.