Using SignAndGo
Adding an approver before or after signing
When to put an approver at the start of an envelope and when at the end, with NZ examples, and how approvals appear in the audit trail.
Read the guide →What the audit trail records, and how to read it
What SignAndGo writes into each envelope's audit trail, how it differs from the completion certificate and verification ID, and when you would use each one.
Read the guide →Setting up reminders so documents come back on time
Use manual and automatic reminders in SignAndGo to get documents back on time without chasing, with tips on timing, wording and New Zealand holiday periods.
Read the guide →Completion certificates: what you get when everyone has signed
What arrives when the last person signs: the finished document, the completion certificate, the verification ID and the audit trail kept with the envelope.
Read the guide →AI contract summaries and version compare
How SignAndGo's AI summarises a contract's key terms and compares two versions, with a café supplier agreement worked example, signer summaries and message help.
Read the guide →Copying people in: keeping others informed without asking them to sign
When to copy someone in rather than make them a signer or approver, and how copied people keep payroll, partners and clients informed without extra steps.
Read the guide →When a signer declines: reading the reason and getting back on track
Why signers decline, how SignAndGo shows you their reason, and the steps for fixing the document and sending a fresh envelope without losing the thread.
Read the guide →Good security habits for sending documents
Habits that keep signed documents safe: two-step sign-in, sensible workspace roles, private templates, checked addresses and spotting fake signing emails.
Read the guide →Collecting details with fillable fields
Use text, tick box, Yes/No, date and upload fields to collect details inside the document, with an enrolment form worked example and IR330 and KS2 tips.
Read the guide →How long to keep signed documents, and where the copies go
Set a sensible keeping period for signed agreements, decide who holds the master copy, and know what each finished envelope gives you to file away.
Read the guide →Sending a document to many people
Options when one document has to reach many people: one envelope with several signers, a template reused for each person, or the API for larger runs.
Read the guide →Sending several documents in one envelope
How to bundle several PDF or Word documents into one envelope, place fields across them, and give each signer a single link for the whole pack.
Read the guide →Building templates from the documents you already use
Turn the documents your business sends again and again into templates, with signer roles and fields placed once, shared with your team or kept private.
Read the guide →Review-only envelopes: when you need an acknowledgement, not a signature
Send a policy, notice or handbook for review only: the recipient reads it and confirms receipt, with no signature, and you can see who has and hasn't.
Read the guide →How to get a contract signed when nobody is in the same room
Getting a contract signed when the parties are in different towns, time zones or countries: preparing it, the order of signing, follow-up and the finished copy.
Read the guide →How to sign a PDF online
Step by step: upload a PDF, place signature and date fields, send it to the people who need to sign, and get the completed copy back by email.
Read the guide →Getting a signature when the person is with you
When a customer is standing at your counter or on site with you, send the envelope to their own phone and have it signed before they leave. Here is the routine.
Read the guide →Templates or one-off envelopes: when to use which
When a document deserves a reusable template and when a one-off envelope is quicker, with signs to watch for and tips on naming roles and sharing.
Read the guide →Tracking where each envelope is up to
Read envelope status at a glance, spot which signer is holding things up, and decide when to send a reminder or follow up a declined document.
Read the guide →Two-step sign-in: an extra lock on your account
What two-step sign-in adds to a SignAndGo account, how to turn it on with an authenticator app, and how a team can encourage everyone to use it.
Read the guide →Collecting files and answers while people sign
Use file upload, Yes/No choice, tick box and text fields to collect attachments and answers while people sign, instead of chasing them by email afterwards.
Read the guide →Verification IDs: how anyone can check a signed document
Every document signed with SignAndGo carries a verification ID. Here is where to find it, how anyone can check it online, and what the check shows them.
Read the guide →Adding a witness or second person to an envelope
How to include a witness or other second person in a SignAndGo envelope using signing order and fields, and what to confirm with your adviser before you do.
Read the guide →Setting up your workspace in the first week
A day-by-day plan for your first week with SignAndGo: admins and roles, two-step protection, your first templates, Xero and your first real envelopes.
Read the guide →Using Yes or No choices and tick boxes well
When to use a Yes or No choice, a tick box, a text field or a file upload in a document, with examples from NZ forms and tips for clear, unambiguous answers.
Read the guide →Help centre: common tasks
Step-by-step help for the tasks people ask about most: a first envelope, templates, signing order, slow signers, wrong addresses, declines and finding a copy.
Read the guide →