Get familiar with QuicklySign's layout and where to find key features. This guide walks you through the main areas of your screen so you can quickly access documents, manage settings, and get support when needed.
Visual - Basic Navigation Overview
Top Left of your screen:
Documents (Home)
Return to your full list of documents.Workspace Admin
Access workspace-level controls (admin permissions required).Manage Workspace
Update workspace details, add or remove users, and rename workspaces.
Only visible once a workspace is created and you have admin rights.Branding
Configure your company logo for signing request emails.Support
Access the full knowledge base.
Top Right of your screen:
Access the following:
In-App Notifications
Stay updated on documents that require your attention or have been completed.Main Menu (Click Your Name)
Access the following:Profile Settings – Update your name, security settings, and signature
Personal Space – Store confidential documents you’ve sent or signed
My Address Book – Manage frequent signer details
Recycle Bin – View deleted items (retained for 30 days)
Switch / Create Workspaces – Move between personal and shared workspaces
Log Out – Sign out of your account
Bottom Right of Your Screen (Support Access)
Click the chat widget
Select “Send us a message”
Start a conversation with the Solutions team
Available during office hours
Expected Outcome
You can confidently navigate QuicklySign, access key features, manage your workspace, and locate support when needed without assistance.
FAQs
What is the difference between Personal Space and a Workspace?
Personal Space is used for confidential documents, while Workspaces are shared environments for team collaboration.
Why can’t I see Workspace Admin options?
This is only available to users with admin permissions within a workspace.
Where can I find deleted documents?
Deleted documents are stored in the Recycle Bin for 30 days before being permanently removed.
Contact Support
Should you require any further assistance with this, please contact our Solutions team at [email protected]