Welcome to SignedX

We're thrilled to have you on board. SignedX is built to make sending and signing documents effortless — secure, fast, and intuitive from the very first envelope.

To help you get the most out of your account, here are the steps we recommend to get set up.

1. Send your first envelope

The best way to get started is to send yourself a test envelope. This walks you through the core workflow — uploading documents, adding recipients, placing fields, and sending for signing.

2. Apply your branding

Make SignedX feel like an extension of your business. Upload your logo, set your brand colour, and customise the emails and signing experience your clients see.

3. Invite your team

Add your team members and assign roles so everyone has the right level of access. There's no limit to how many accounts you can create.

4. Connect your integrations

Link the tools your team already uses — like Xero, Xplan, HubSpot, or SharePoint — to streamline your workflow and reduce manual data entry.

5. Set up automatic reminders

Configure reminders so your clients are automatically nudged to complete outstanding envelopes, without you having to follow up manually.

Share with your clients

If your clients are new to SignedX, you can share our guide on how to sign an envelope. It's a quick walkthrough that covers everything they need to know.

Book a demo

Want a personalised walkthrough? Our team can show you how SignedX fits into your workflow and help you get the most out of the platform.

Book a demo →