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  2. User Handbook

User Handbook

An in-depth manual to help you use Xodo Sign and understand its features and workflows.

Managing Documents

  • I Want to Send/Create a Document – Quick Reference
  • Autofill Initials and Signatures
  • Send Reminders
  • Auto Reminders
  • Rename Document
  • Duplicate Document
See all 12 articles

Document Editor

  • Bulk Sending
  • Document Editor
  • 🆕 Image Field 🆕
  • Signer Fields and No Signer Fields
  • Fields Overview (Field Types)
  • Field Actions
See all 14 articles

Managing Templates

  • Templates and Template Links
  • Create Template - Video Tutorial
  • Sign Template In-Person
  • Send Template Link
  • Enable In-Person Signing
  • How To Get a Signing Link
See all 12 articles

Managing your Business & Contacts

  • Document visibility & permissions depending on team member roles
  • Add Business
  • Primary Business
  • Switch Business
  • Delete Business
  • Invite Team Members
See all 9 articles

Signer Perspective

  • Signing a Document - Signer Perspective
  • Sign Document
  • Decline to Sign
  • Reassign Documents

Integrations

  • Zapier Integration: Getting Started
  • Zapier Integration: How to Create a Zap
  • Google Chrome extension
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