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Prepare & Send Contracts

• How Sending Works in Signalon
• Add and edit fields in your PDF document
• How to Send a Signalon Document
• Contract Attachments — part 1
• Contract Attachments — part 2
• Contracts Overview
• Edit the signing order after sending a document
• Dashboard - Overview
• Dealboard - Overview
• Documents - Overview
• Contracts - Overview — part 1
• Contracts - Overview — part 2
• Contracts - Overview — part 3
• Content Library - Overview
• Reports - Overview — part 1
• Reports - Overview — part 2
• Contacts - Overview
• Products

Signing Experience

• How to Sign a Document Sent to You
• Electronic signature
• What Happens When a Document Has Been Fully Signed?
• How to open exported report data in Excel
• How to Use the Signalon Public API
• Understanding Signing Certificate Timestamps
• Role & Signing Order Overview
• Document management for recipients: Adding, Signature Transfers, Role change, and Reminder Sending (E-sign plan)
• Document interaction
• Opening a document sent to you

Document Engagement

• How Document Engagement Works

Manage Sent Contracts

• Understanding Document Lifecycle
• Understanding Document Settings
• How to activate Electronic Identification (eID) signing for a document
• Merge Variable List
• How to Duplicate or Reuse a Template
• What is the difference between your document types?
• How to change the owner of a document
• Documents - Bulk actions
• How to replace roles with a recipient
• Understanding Document Statuses in Signalon
• Allow access to your webcam
• Issues related to the document
• How to create and save your handwritten signature
• What document formats are you supporting?
• How to sign documents in person
• What happens to active documents when you delete a user?
• SMS Countries

Managing Sent Documents: Engagement & Analytics

Signing Methods

• Electronic Identification — part 1
• Electronic Identification — part 2
• Electronic Identification — part 3
• Qualified Electronic Signature (QES)

Contract Management

• Use AI Contract Management to extract and organize contract data
• Upload and scan contracts with AI Contract Management
• Review and edit AI-extracted contract data
• AI Contract Management