Getting Started

Create Your Account

Go to the SignSecure SignPad dashboard
Sign up with your email and password, or use Google / Microsoft sign-in
Verify your email address

Send Your First Envelope

Step 1: Create an Envelope

From the Envelopes page, click New Envelope and upload a PDF file (max 10 MB).

Step 2: Configure General Settings

Set the envelope title, add tags for organization, and choose a workflow mode:

Sequential -- recipients sign one after another in a set order
Parallel -- all recipients can sign at the same time

You can also control how recipients are notified by setting the Email Notifications preference:

Option	Behavior
All Emails	Recipients get emails at every step -- signing requests, next-signer alerts, and completion (default)
Completion Only	Recipients only receive an email when the envelope is fully completed
No Emails	No email notifications are sent to recipients at any point

Step 3: Add Recipients

Add the people who need to act on the envelope. Each recipient needs:

Name and Email
Role -- Signer, Approver, or CC
Signature Method -- Electronic, Aadhaar OTP, DSC USB Token, or All (let recipient choose)
Signing Order -- only relevant in sequential mode

Step 4: Place Fields

Use the drag-and-drop editor to place fields on the PDF pages:

Field Type	Description
Signature	Where the recipient draws or types their signature
Text	Single-line text input
Textarea	Multi-line text input
Email	Email address field
Number	Numeric input
Date	Date picker
Checkbox	Checkbox for agreements
Radio	Radio button group
Dropdown	Dropdown selection

Assign each field to a specific recipient.

Step 5: Send

Click Submit to send the envelope. Each recipient receives an email with a secure signing link. Credits are deducted based on the signing methods used.

What's Next

Manage envelopes
Create templates
Set up your organization
Buy credits
API Getting Started -- send your first envelope via the API
Complete API Workflow -- end-to-end integration guide

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