By team
SignAndGo for larger organisations
For larger New Zealand organisations: admins and roles, approvals before and after signing, the API and webhooks, a supplier pilot example, and how to reach us.
Read the guide →Admin controls: running a SignAndGo workspace well
How workspace admins manage who can do what in SignAndGo, keep templates in order, and use the audit trail to answer questions about any envelope.
Read the guide →Onboarding a new staff member: the paperwork checklist
What a New Zealand employer usually gathers from a new staff member, from the IR330 and KiwiSaver forms to policy sign-offs, and how to collect it at once.
Read the guide →Handing a signed deal from sales to operations
How a sales team can close a deal and hand it to delivery with every detail operations needs, so nobody rings the new client to ask the same questions twice.
Read the guide →Signing authority inside your organisation: setting up approvers
Set up who in your organisation reviews and signs off documents: approvers before or after signing, signing order, and workspace roles for a clear chain.
Read the guide →Handling signers' personal information with care
Practical habits for the personal details in documents you send for signature: collect only what you need, limit access, and tell signers what is recorded.
Read the guide →E-signing for small businesses
How a small New Zealand business uses SignAndGo day to day, with a Tauranga plumbing firm worked through: quotes, terms of trade, an apprentice pack and supplier forms.
Read the guide →E-signing for sole traders and freelancers
For New Zealand sole traders and freelancers: proposals, contracts and briefs signed from a phone or laptop, with a wedding photographer worked example and reminders.
Read the guide →Supplier onboarding packs, sent and signed in one go
Send new suppliers one pack: details form, terms of trade, confidentiality undertaking and safety documents, and collect their bank and insurance proof.
Read the guide →Setting up a team workspace
How a SignAndGo team workspace is set up, with a three-clinic worked example: admins and roles, shared and private templates, covering leave and staff exits.
Read the guide →Onboarding a new staff member when your business runs on Xero
Send a new employee's agreement, IR330 and KiwiSaver forms in one envelope, then have the signed pack filed into Xero when the last signature lands.
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