Administration
Workspace onboarding checklist
Use this checklist to make a new workspace ready for real senders and recipients.
New workspace administrators20 minutes
Before you begin
- Workspace owner or administrator access
What you will complete
- A configured workspace ready for a controlled pilot
Set workspace identity
- Set the workspace name, language, timezone, and company logo.
- Review invitation, completion, and document-copy email templates.
- Set the completed-form message, button, and confetti preference.
Validate delivery
- Send a test email from Settings > Integrations.
- Connect Gmail or Microsoft only when account-based sending is required.
- Configure SMS before enabling phone delivery or phone verification.
- Set reminders and administrator notification recipients.
Set access and evidence policy
- Invite users and assign the least-privileged role.
- Create teams for separate operational contexts.
- Enable MFA, signing reason, download authentication, and retention controls as required.
- Configure certificates and trust roots before relying on PDF verification.
Run a pilot
Use test mode to complete one internal and one external multi-party request. Verify rendering, delivery, mobile signing, reminders, completed downloads, audit events, and webhooks before sending production documents.