SignedX Help Centre

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.