QuicklySign

Nirmal Fakir

Thandolwethu Mbatha

Step-by-step guidance for setting up documents, building templates, and sending in bulk or as forms.

Document Setup & Sending

Creating and Sending a New Document

CC Recipients & Document Tracking

Custom Email Messages

You are able to send multiple documents to a signer at the same time by creating a Document Pack.

Sending Document Packs to Signers

Adding Appendices to a Signing Pack

Sending Documents via WhatsApp or SMS

Auto-initials

Clearing field contents

Conditional Rules (Field Logic) allow documents to adapt dynamically to signer responses. Sections or fields can appear or be required based on the input a signer provides, keeping documents relevant,…

Conditional Rules (Field Logic)

Copying and pasting fields allows you to quickly replicate existing fields without manually creating them. This streamlines document setup, ensures consistent field sizes, and saves time when building complex documents.

Copy & Paste fields

Field Alignment & Grouping

Field Replication

First signer has a multi-edit role

Keyboard Shortcuts

Mutually exclusive checkboxes

Placing notes on documents

QuicklyFill Fields

QuickScroll

Allow your signers to provide supporting documents such as ID Copies, Proof of income/payment etc.

How to Collect Supporting Documents from Signers

Microsoft office documents now supported on QuicklySign (Word, Excel, Powerpoint)

Supported Document Formats

Undo/Redo Actions

Signer Groups

Fields and document settings can be customised to match specific signing workflows. This includes adding and arranging fields, applying conditional logic, replicating or grouping fields, and setting up automatic actions to streamline document preparation.

Field & Document Configuration

Creating Templates

Converting Documents to Templates

Sending Documents from Templates

Locking & Unlocking Fields

Using Organisation Templates (Enterprise only)

Templates are reusable, preconfigured document layouts designed to save time. Unlike documents, which are ready to send, templates remain blank and are used to create new documents with predefined fields, signers, and settings.

Templates

Bulk Send allows you to distribute the same document to multiple recipients while keeping each copy personalized. Each signer receives their own version of the document, ensuring privacy and accuracy.

Bulk Send

Reusable Forms

This section covers sending documents efficiently to multiple recipients in Bulk. 

Bulk Sending & Reusable Forms

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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