Beginner’s Guide – Getting Started

User Management See all 7 articles

• Add or Update Users in Bulk 2023-02-20 08:00:37 UTC
• Add (or Register) a New User 2021-08-12 10:27:32 UTC
• Set up (or reset) a PIN code 2022-09-06 10:38:30 UTC
• How to Create a New User Group? 2023-01-30 12:37:43 UTC
• Edit Existing User Account Details 2021-08-12 10:27:32 UTC
• Delete / Remove User Account 2021-08-12 10:27:32 UTC

Prepare, Send, and Sign document(s) See all 13 articles

• Generate Electronic Signature Workflow Requests 2022-12-22 10:21:15 UTC
• Generate Digital Signature Workflow Requests 2022-12-22 10:21:15 UTC
• Bulk send documents for Signatures via CSV File 2022-12-22 10:21:15 UTC
• Apply Digital Signatures using GMO Sign 2022-12-22 10:21:15 UTC
• Send the Signing Workflow for Internal Approval 2022-12-22 10:21:15 UTC
• Receiving Internal Workflow Emails for the Approval 2022-12-22 10:21:15 UTC

Account Settings

• Password rules 2021-08-10 13:04:28 UTC
• Activate Password Expiry Feature in GMO Sign 2022-12-23 12:10:31 UTC
• What to do When GMO Sign Account Password Expires? 2022-12-23 06:23:36 UTC
• Predefine approvers for Internal Workflow Requests 2022-12-22 10:22:38 UTC

Folder Management

• Create A New Folder 2022-12-23 11:44:28 UTC
• Assign a Document to a Folder (while Generating a Signing Request) 2021-08-10 13:04:54 UTC
• How to Activate ‘Folder Alert Feature’ in GMO Sign? 2021-09-22 11:48:24 UTC
• How does the ‘Folder Alert’ Feature work? 2021-09-08 07:20:56 UTC
• Set Folder Access Permissions 2022-12-23 11:59:51 UTC
• Delete an Existing Folder 2022-12-23 11:54:14 UTC

Document and Transaction Management See all 7 articles

• Add Core Document Details During the Workflow Request 2022-12-22 10:23:37 UTC
• Download Multiple Files at Once 2022-12-22 10:23:37 UTC
• Analyze Document Logs and Attach Document ID in Signed File 2022-12-22 10:23:37 UTC
• Customize Attributes in Document Details 2022-12-22 10:23:37 UTC
• Filter Documents based on Last Signature Date 2022-12-22 10:23:37 UTC
• Download Form Data 2022-12-22 10:23:37 UTC