Quick Start
Create your first envelope in under 5 minutes.
Quick Start Guide#
Get from zero to your first signed document in minutes.
Step 1: Create an Organization#
Navigate to console.signr.app and sign up. Create your first organization — this is your workspace for managing teams and documents.
Step 2: Create a Project#
Projects group related templates, workflows, and envelopes. Create a project for your use case (e.g., "Sales Contracts", "HR Onboarding").
Step 3: Upload a Template#
Upload a DOCX file as your document template. Signr will parse the document and let you map signature fields, text inputs, and date fields.
Step 4: Build a Workflow#
Create a workflow that references your template. Define:
- Recipients: Who needs to sign
- Sequence: Signing order (parallel or sequential)
- Variables: Dynamic values that change per envelope
Step 5: Send an Envelope#
Create an envelope from your workflow, fill in recipient details, and send. Recipients receive an email with a secure magic-link to sign.
Step 6: Track Progress#
Monitor your envelope in real-time. See when recipients open, view, and sign the document. Download the completed document with embedded signatures once everyone has signed.