Organisation
Company
How to rename your organisation, find its company ID, and what closing the account involves.
Branding
How to upload a logo, choose its size, set your brand colour, and put them on the emails signees receive.
Billing
How to change plan, buy packages, check usage, and manage how you pay and your invoices.
Organisation security
Single sign-on, verified domains, user provisioning, session timeout, the IP allowlist and data retention.
Workspaces
How to create, rename and switch workspaces, choose the default, and see who belongs to each.
People
Members
How to invite someone, revoke an invitation that hasn’t been accepted, and remove access.
Roles & Permissions
How to read a profile’s permissions, clone one into a custom role, and delete it again.
Groups
How to create a user group for hosting in-person signing, and a signing group of members who can sign on each other’s behalf.
Developers
API keys
How to create and revoke a key, and which plan and permission you need to do it.
Webhooks
How to add an endpoint, read its delivery stats, and what to do about a lost signing secret.
Custom fields
How to define a field senders fill in, and the key your integrations read it back by.
Integrations
Which connectors exist, and how a trigger and its actions fit together.