How do I enter details on my document before I send it?

If you’re a visual learner – check out our video tutorial on using merge fields 👉 here!     Uploading a unique document for each client is a bit of a pain, especially when your documents are exactly the same, save for a tiny piece of data like a price or a company name. Using […]

What are Signable Tags?

More of a ‘visual’ learner? Check out our video tutorial on adding tags 👉 here! Signable Tags are our way of allowing you to add text tags to your document before uploading it to Signable. We will then automatically grab these tags and replace them with the relevant field (signature, date, text or checkbox). For example: {signature:signer1:Please+Sign+Here} A […]

Can I generate a direct URL to the signing page?

Updated your standard Terms & Conditions and need to send the new version to all of your clients to sign, individually, without having to issue the envelope one by one? Signable Widgets allow you to generate a direct URL to the signing page for a saved template which you can then send to your clients […]

Do you provide development, or test access to the API?

Yes, it is possible to have access to the API as a ‘test’ or ‘development’ account. All you need to do is choose the ‘test’ API key type, when creating an API key. All calls to the API using this key will be run in ‘test mode’. You can also tell if you are running […]

What is the ‘Branded Emails & Signing’ feature?

Put simply, this feature allows you to:         You can also make adjustments to the wording and appearance of the automated Signable emails your parties receive,  ensuring they’re reflecting your business’s identity and communication style. You can edit both the HTML and plain text versions for almost every automated email sent via Signable. You’ll […]

Terminology: A few ‘Signable-specific’ definitions

We can appreciate that what we mean when we say ‘Template’ mightn’t be quite the same as how you’d perceive it – so, here’s a quick breakdown to make sure we’re all on the same page: 😉 Envelope: The name for either single or multiple documents, that can include multiple signers and fields that can […]

How do I upgrade or downgrade my plan?

  One of the best things about our plans, is the flexibility – Slow month and sending fewer envelopes? No problem! Business booming and your volumes have doubled? Great! 🤓   To change your Signable plan, just: 1. Head to the ‘Overview’ page 2. Click ‘Upgrade my account’ on the right hand side 3. Select the plan you want […]

Can the document be edited after the envelope has been sent?

Unfortunately it isn’t currently possible to edit the document in an envelope after it has been sent out. Once the envelope has been sent, the document cannot be changed by either the sender or the signing parties to ensure that neither party can make unauthorised changes. If you’ve realised the document within a sent envelope is incorrect or […]

New feature: How to use ‘dropdown menu’ fields

When you have read or heard us say that our software is built around the feedback we receive, have you ever thought ‘yeah ok, that’s never going to happen’. Well, we have listened to your feedback and we have developed a shiny new feature that a lot of our customers have requested. Introducing, drum roll, […]

Sending a document: A Step-by-Step Guide

Sending documents to be signed electronically has never been easier with our system and this guide will take you through every step of the way! Setting up your first envelope An “envelope” is what we call document(s) you send via our system. Click the top-right button, ‘Send Envelope’ to get started. This will bring you […]

What are Fields?

You’ve probably seen the term ‘fields’ scattered around our platform, but what does it mean? What are fields? Why are they important? ‘Fields’ are a term we use to describe all of the boxes that you add onto your document(s), that a party needs to add information into. Our fields include: Text box Signature Date […]