Getting Started and Settings
- How to use the Dashboard/Archive
- How to Log In
- How contacts work in Penneo
- How to reset a user's password (for Administrators)
- How to set up your company account (for Administrators)
- How to customize the interface for your company account, add a logo, and change the color theme
Send out Casefiles
- How "Access Control" works
- How to create a case file to send documents out for digital signing
- How to set up a default email template
- How to send a registered letter
- Why have some characters been replaced or have the wrong font, or are there special characters such as Æ, Ø, Å?
- How to create email templates
Manage Casefiles
- How to resume a case file from draft
- How to locate your Case file ID
- How to find the event log for a case file
- How to change settings/details of a signer after the case file has been sent out
- What can be changed in a case file after it's been sent out?
- How to revert a rejection and resend the signing request
Signing
- How to sign a document
- Which Signing Methods can be used?
- How do I know that I have signed?
- Where and how long will my documents be stored? (for signers)
- How to get the signed document when it's finalized
- How to use the Penneo validator
Forms & Identity Validation
- How to enable access to the Identity validation archive
- How to create an identity validation request
- How to access Form Templates, filled-in Forms, and attachments
- How to find, manage, and edit Form Templates
- How to set up Advanced options for Form Templates (3/3)
- How to Add Form Template Fields (2/3)
Applications, Integrations, and API
- Integration between AdminPulse and Penneo Sign
- API Documentation (for developers)
- How to activate, find, and create API keys
- Integration between Silverfin and Penneo Sign
- How to set up the Outlook plugin and send out a case file
- How to set up printer codes for mass mailing in the Desktop App
Troubleshooting
- I'm logged into Penneo but I cannot send out case files - why?
- Case file has been signed by all parties (but is still in progress)
- The email with the signing request cannot be delivered to the signer - what can I do?
- Error code 503
- Error code 415: Unsupported Media Type
- Error code 404