User Guide
Learn how to send documents for signing, create templates, and collaborate with your team.
Getting Started
New to Documenso? Start here to create your account and send your first document.
Create an Account
Sign up and configure your profile.
Send Your First Document
Upload a PDF, add recipients, place fields, and send for signing.
Documents
Upload, prepare, and send documents for electronic signatures.
Upload and Prepare
Upload your PDF and configure document settings.
Add Recipients
Specify who needs to sign, approve, or view.
Add Fields
Place signature, text, date, and other fields.
Send and Track
Send for signing and monitor progress.
Direct Links
Share signing links without email invitations.
Templates
Create reusable templates for documents you send frequently.
Create Templates
Build templates from scratch or from existing documents.
Use Templates
Send documents using your saved templates.
Organisations
Collaborate with your organisation on document signing.
About Organisations
Learn about organisations and how they work.
Create a Team
Set up a team within your organisation.
Manage Members
Invite members and assign roles.
Single Sign-On
Configure SSO for your organisation.
Settings
Configure your account and security options.
Profile
Update your name, email, and signature.
Security
Manage passwords, two-factor authentication, and passkeys.
Prerequisites
To follow this guide, you need a Documenso account. You can create a free account or use a self-hosted instance.