Docs / Getting Started
Welcome to Annature
Get your account set up with guides covering your first envelope, branding, team invites, integrations, and more.
We're thrilled to have you on board. Annature is built to make sending and signing documents effortless — secure, fast, and intuitive from the very first envelope.
To help you get the most out of your account, here are the steps we recommend to get set up.
1. Send your first envelope [video]
The best way to get started is to send yourself a test envelope. This walks you through the core workflow — uploading documents, adding recipients, placing fields, and sending for signing.
2. Apply your branding
Make Annature feel like an extension of your business. Upload your logo, set your brand colour, and customise the emails and signing experience your clients see.
→ Branding
3. Invite your team [video]
Add your team members and assign roles so everyone has the right level of access. There's no limit to how many accounts you can create.
→ Getting your team members on board
4. Connect your integrations
Link the tools your team already uses — like Xero, Xplan, HubSpot, or SharePoint — to streamline your workflow and reduce manual data entry.
5. Set up automatic reminders
Configure reminders so your clients are automatically nudged to complete outstanding envelopes, without you having to follow up manually.
→ Set reminders on your schedule
Share with your clients
If your clients are new to Annature, you can share our guide on how to sign an envelope. It's a quick walkthrough that covers everything they need to know.
→ Signing an envelope with Annature
Book a demo
Want a personalised walkthrough? Our team can show you how Annature fits into your workflow and help you get the most out of the platform.
Need help?
Our team is here to help you get the most out of Annature. Reach out anytime at [email protected] or via the live chat in your dashboard.
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