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Getting started with mSign

Welcome to mSign, Documo’s new eSignature product that allows you to quickly and easily create, sign, and manage all your electronic agreements! 

Let's run through the basics - from creating your first document to requesting signatures. 

Create a document

Choose whether just you will sign the document or if it will be you and others. If you change your mind later on, you can edit these settings in the document.

Upload a file

Choose editors 

Add any other users who you want to have access to edit your document.

Add some fields

Using the elements on the right side of your screen, add the desired fields to your document. I've added myself as a signer for this document.

Manage Recipients

All users with fields assigned to them will be listed under the 'Users' tab. I've decided to turn on signing order and set an order for my document to be signed in.

Set approvers

If you want your document to be approved by a contact before your document is sent to the signers, you can set up document approval. If you add individual contacts, each contact will need to approve the document. If you add a group of contacts, only one person from the group will need to approve the document. Once you document is approved, your signers will be notified that the document is ready to sign.

Review document settings 

Under the 'Settings' tab, you can adjust any of your document settings. Here you can rename your document, switch signing modes, and adjust notification settings.

Send your document

If all of your fields are completed, your document is ready to be sent! Once you click 'Send document' in the top right, your signers will be notified via email with a link to view and sign the document. 

Congrats, you've sent your first document! If you need additional help, feel free to contact our team at, or via live chat from the web application. 

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