SignedX Help Centre
Guides, tutorials, and answers to help you get the most out of SignedX.
Welcome to the SignedX Help Centre. Whether you're sending your first envelope or configuring advanced workflows, you'll find step-by-step guides here.
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Welcome to SignedX
The recommended steps to set up your account.
Sending your first envelope
Upload documents, add recipients, place fields, and send.
Branding
Make SignedX feel like an extension of your business.
Signing an envelope
A quick walkthrough for recipients.
Browse by topic
My account
Roles, account details, default signatures, and MFA.
Sending
Send, track, recall, and manage your envelopes.
Signing
What recipients can do when signing.
Advanced envelope features
Fields, authentication, witnessing, expiration, and more.
Templates
Build reusable templates and send them in seconds.
Identity verification
Verify identities, require tax details, and run biometrics checks.
Payments
Collect payments at signing, pre-approvals, and ASIC payments.
Address book
Save and manage your contacts.
Settings
Organisation, team, domains, reminders, retention, and add-ons.
Analytics & reports
Track activity and envelope performance.
Billing
Subscriptions, payment methods, invoices, and SMS.
Security
Certificates of completion, security tips, and data storage.
Resources
Message template library, area codes, and client comms.
FAQs
Quick answers to common questions.
Guides & videos
Walkthroughs of specific features.