Get your account set up with guides covering your first envelope, branding, team invites, integrations, and more.
Walk through creating and sending your first envelope in Annature, from uploading documents to hitting send.
Invite team members, assign roles, and manage access across your organisation.
Apply your organisation's logo, colours, and identity across envelopes and email notifications.
Connect your favourite apps to Annature and streamline your workflows.
Configure automatic reminders to nudge recipients to complete outstanding envelopes and verifications.
A quick introduction to opening, reviewing, and electronically signing an envelope as a recipient.
Understand the four permission levels in Annature — Owner, Admin, Standard, and Read Only — and what each can do.
Keep your display name, email, and time zone accurate so recipients and notifications stay correct.
Save your default signature, initials, and stamp so they're ready whenever you sign an envelope.
Update your Annature password to keep your account and documents secure.
Add an extra layer of login security using Google Authenticator or Microsoft Authenticator.
View all envelopes sent to you by any business using Annature, and sign or review documents directly from your dashboard.
Step-by-step guide to accessing, reviewing, signing, and completing an envelope sent to you through Annature.
Hand off your signing step to someone else during a session.
Explore every field type available when preparing documents, from signatures and text to checkboxes and dropdowns.
Require recipients to verify their identity via password or SMS two-factor authentication before accessing an envelope.
Reusable envelope names and messages for every send.
Set a deadline on an envelope so it's automatically voided if not completed in time.
Send a tailored message to a specific recipient on an envelope, replacing the main message for that recipient only.
Send recipients to a custom URL after they complete or decline an envelope.
Support for digital stamps commonly used in Japan as an alternative to handwritten signatures.
Capture the reason for signing alongside the signature to meet CFR Part 11 regulatory requirements.
Capture in-person witness signatures on the same device as the signer, without adding the witness as a recipient.
Allow recipients to upload files like certificates, documents, or photos directly within an envelope.
Control whether recipients can reassign their signing step to someone else.
Save pre-configured envelopes with documents, fields, and roles so you can reuse them with just a few clicks.
Set up a reusable template with documents, roles, fields, and default envelope settings for your team.
Send an envelope from a template using Quick Send for speed, or Use Template for full customisation before sending.
Create a verification request by entering your client's details, with options for biometrics and tax detail collection.
A client-facing guide to completing an identity verification, from SMS authentication to ID capture.
Collect your client's TFN, BSB, and account number as part of the identity verification process.
Add facial recognition to your verification requests by comparing a selfie against the client's identity document.
View captured document data, risk screening results, and sight your client's identity evidence from the verification detail view.
Download the certificate of verification and multi-bureau check report for any completed identity verification.
Permanently destroy sensitive identity evidence while retaining the certificate of verification for your records.
Collect payments directly within your signing flow so clients can review, sign, and pay in one step.
Complete business and bank verification so your organisation can accept payments through Annature.
Get paid as your client signs — no follow-up required.
Collect your client's payment details during signing to charge at a later date.
Enable payments to prompt recipients to pay their ASIC fees during the signing process. Funds are sent directly to ASIC in a single transaction.
Explains why an Annature charge may appear on your statement and how to resolve unrecognised transactions.
Connect Annature with the tools your team already uses every day.
What API keys do, how to create one, and how to keep it safe.
Manage XPM clients, send envelopes, and run identity verifications from a dedicated dashboard in Annature.
View Worksorted clients in Annature, send envelopes with pre-filled details, and sync completed documents back as notes.
Create envelopes directly from your browser when viewing a PDF, without leaving Chrome.
Your team can log in using their existing Microsoft credentials, streamlining access and reducing password management headaches.
How Annature and Pinch Payments work together to collect payment details and eSignatures in a single step.
Build custom workflows connecting Annature with SharePoint, Teams, Outlook, and hundreds of other apps using Microsoft's drag-and-drop builder — no code required.
Update your business details and apply your logo, brand colour, and sending domain across all outgoing envelopes.
Organise your team into groups for envelope sharing and apply distinct branding, contact details, and sending domains per group.
Invite team members, assign roles and groups, manage permissions, and deactivate accounts when needed.
Restrict user accounts to verified email domains to prevent duplicate organisations and unauthorised access.
Choose which envelope events trigger email alerts, from recipient actions to delivery failures.
Keep envelopes moving with scheduled follow-ups.
Create and manage reusable message templates with dynamic placeholders for consistent envelope communication.
Upload custom HTML email templates for envelope request and completion notifications, with Mustache bindings for dynamic content.
Send envelope emails from your own domain instead of Annature's default for a more professional, branded experience.
Configure certificate redaction, email notification behaviour, sending warnings, and signing options across your organisation.
Create custom labels to categorise, organise, and filter your envelopes from the sidebar.
Control how PDFs are optimised and how form fields and metadata are handled before documents are sent for signing.
Control how long completed or voided envelopes are stored before automatic deletion.
Track every email sent from your Annature account with full visibility over delivery, opens, clicks, and failures.
Enable optional features like enhanced verification checks, TFN collection, and Class document anchors.
Activate your Annature subscription with a self-serve setup directly from the app.
Swap out an expired or outdated card from your billing settings at any time.
Keep your organisation’s billing information accurate and up to date.
Access, review, and download your full Annature invoice history from billing settings.
Enable or disable SMS sending across your entire organisation for security, policy, or cost reasons.
A downloadable record that verifies all parties have signed and captures the full audit trail of a completed envelope.
Practical steps your team can take to protect your Annature account, from MFA to password hygiene.
An overview of Annature's security certifications, infrastructure, and commitment to data protection.
All customer data is hosted on AWS within Australia, ensuring local data sovereignty and compliance.
Learn how to use single checkboxes, group them together, and apply validation rules like radio buttons to control recipient selections.
Control whether completed documents are sent as email attachments or accessed via a secure link, with added audit trail visibility.
Build a two-way sync between SharePoint and Annature using Microsoft Power Automate — send documents from SharePoint to Annature for signing, and have signed copies file back automatically. Allow ~ 45mins for setup.
Use anchors in your source templates to automatically place fields on documents of varying length — perfect for quotes, engagement letters, and any document generated from a template you control.
A reference list of supported countries and their mobile area codes for sending SMS notifications internationally.
Pre-written message templates for accounting, general business, and HR use cases to get you started.
Ready-made resources and communication templates to help you onboard your clients smoothly.
Explore the ways SMS works in Annature, from delivering envelopes to two-factor authentication.
Envelopes and verifications remain in your organisation even after a team member is removed.
Find the unique reference number for any envelope as a sender or recipient.
Understanding bounces, denylists, and how to keep your emails flowing smoothly.
Combined documents in an envelope cannot exceed 50MB.
Annature supports PDF and .DOCX uploads.
How Annature records witness identity and signatures during same-device electronic witnessing.
When multiple recipients share an email address, their signing requests can get grouped together. Use signing order and message placeholders to keep things clear.
How Annature and FYI work together to streamline client identity verification.
Link FYI to Annature to start sending ID verifications and syncing results to your client records.
How to initiate an Identity verification request using your connected FYI account.
What gets written back to your FYI client record when a verification is completed.
Automatically bill clients for ID verifications using your FYI disbursement rates.
