SignedXPlatform Video Walkthrough
A short set of videos covering the essentials of SignedX — the platform overview, sending a document, adding fields, what happens after an envelope is sent, templates, and settings.
New to SignedX? These short videos walk through the essentials — from a tour of the platform to sending your first document, adding fields, tracking completed envelopes, saving templates, and configuring your settings.
Overview of the platform
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A tour of the SignedX dashboard and the core concepts you'll use day to day.
Sending a document
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How to upload a document, add your recipients, and send an envelope out for signature.
Adding fields inside a document
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How to place signature, date, text, and other fields onto your document before it's sent.
After the envelope is sent
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What happens once an envelope is on its way — tracking status, sending reminders, and handling completion.
Templates
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How to save reusable templates so you can send recurring documents in just a few clicks.
Settings
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A walkthrough of your organisation settings — branding, notifications, and signing preferences.
Sending to recipients who share an email address
Use signing order, authentication, and message placeholders to keep signing clear when recipients share an inbox.
Navigating Checkboxes
Learn how to use single checkboxes, group them together, and apply validation rules like radio buttons to control recipient selections.