# SignNow Help Center

> How can we help you?

## Getting started

- [Send a document for signature](https://helpcenter.signnow.com/en/articles/13149477-send-a-document-for-signature.md): Create and send your first eSignature document in just a few steps.
- [Add fillable fields to a document](https://helpcenter.signnow.com/en/articles/13149501-add-fillable-fields-to-a-document.md): Make documents fillable for eSignature in SignNow.
- [Track a document’s status](https://helpcenter.signnow.com/en/articles/13149561-track-a-document-s-status.md): Check every step of your signing workflow.
- [Share documents with your team](https://helpcenter.signnow.com/en/articles/13158384-share-documents-with-your-team.md): Master document sharing within your Workspace in SignNow.
- [Invite and manage team members](https://helpcenter.signnow.com/en/articles/13158460-invite-and-manage-team-members.md): Invite users, assign roles, and collaborate seamlessly.
- [Integrate SignNow with CRMs and other apps](https://helpcenter.signnow.com/en/articles/13158475-integrate-signnow-with-crms-and-other-apps.md): Explore SignNow integrations that power your workflow.
- [Security, compliance, and data protection](https://helpcenter.signnow.com/en/articles/13158534-security-compliance-and-data-protection.md): Discover SignNow’s document security and compliance
- [Transitioning to Intercom](https://helpcenter.signnow.com/en/articles/13941997-transitioning-to-intercom.md)
- [Overview](https://helpcenter.signnow.com/en/articles/13258253-overview.md)
- [Documents & Templates Preparation](https://helpcenter.signnow.com/en/articles/13258286-documents-templates-preparation.md)
- [Sending documents for eSigning](https://helpcenter.signnow.com/en/articles/13258302-sending-documents-for-esigning.md)
- [Collaboration & Integrations](https://helpcenter.signnow.com/en/articles/13258317-collaboration-integrations.md)
- [Mobile Experience](https://helpcenter.signnow.com/en/articles/13258335-mobile-experience.md)
- [Legality & Compliance](https://helpcenter.signnow.com/en/articles/13258354-legality-compliance.md)

## Send & sign

- [Set up required \(mandatory\) fields in SignNow](https://helpcenter.signnow.com/en/articles/13159917-set-up-required-mandatory-fields-in-signnow.md): Ensure key inputs are filled with required fields.
- [Customize field formatting in SignNow](https://helpcenter.signnow.com/en/articles/13161797-customize-field-formatting-in-signnow.md): Format fields to ensure clean, valid data from signers.
- [Using labels to auto-fill answers](https://helpcenter.signnow.com/en/articles/13158607-using-labels-to-auto-fill-answers.md): Link fields so one answer fills everywhere
- [Labels and Pre-filled Field Settings vs. Pre-filled Text \(Smart Fields\)](https://helpcenter.signnow.com/en/articles/13160889-labels-and-pre-filled-field-settings-vs-pre-filled-text-smart-fields.md): Use Labels and Pre-filled Text to auto-fill fields and reduce errors.
- [Radio Button Groups](https://helpcenter.signnow.com/en/articles/13158664-radio-button-groups.md): Use radio buttons to pick one and keep data clean.
- [Formula Fields](https://helpcenter.signnow.com/en/articles/13162118-formula-fields.md): Use formula fields for clean, accurate calculations.
- [Conditional Fields and Signers](https://helpcenter.signnow.com/en/articles/13161804-conditional-fields-and-signers.md): Control signing flow with conditional fields.
- [Import Form Fields Between Documents](https://helpcenter.signnow.com/en/articles/13159737-import-form-fields-between-documents.md): Save time by reusing fields from past forms.
- [Automate Fields with Text Tags](https://helpcenter.signnow.com/en/articles/13158901-automate-fields-with-text-tags.md): Embed text tags for instant field placement.
- [Request Attachments from Signers](https://helpcenter.signnow.com/en/articles/13158694-request-attachments-from-signers.md): Collect and save signer uploads easily with Attachment fields.
- [Sign Your Document via Me \(Fill Out Now\)](https://helpcenter.signnow.com/en/articles/13158824-sign-your-document-via-me-fill-out-now.md): Sign and fill your documents instantly with Me \(Fill Out Now\).
- [Manage Recipients in SignNow Editing Mode](https://helpcenter.signnow.com/en/articles/13159823-manage-recipients-in-signnow-editing-mode.md): Manage who signs, approves, or views in one streamlined invite.
- [Delete a Recipient from Your SignNow Form](https://helpcenter.signnow.com/en/articles/13159897-delete-a-recipient-from-your-signnow-form.md): Quickly remove any recipient to fix mistakes and secure access.
- [Contact Notes](https://helpcenter.signnow.com/en/articles/13251019-contact-notes.md): Add private notes to contacts to keep internal details organized.
- [Contacts Management](https://helpcenter.signnow.com/en/articles/13250988-contacts-management.md)
- [Boost Your Security: How to Set Up 2FA in SignNow](https://helpcenter.signnow.com/en/articles/13162165-boost-your-security-how-to-set-up-2fa-in-signnow.md): Secure your SignNow account with two-factor authentication.
- [Invite Signers by SMS](https://helpcenter.signnow.com/en/articles/13162239-invite-signers-by-sms.md): Reach signers faster with SMS signature invites.
- [Checking Invite Status in SignNow](https://helpcenter.signnow.com/en/articles/13162261-checking-invite-status-in-signnow.md): Check signing progress and keep workflows on track.
- [Control Expiration Dates and Reminders on Expired Documents](https://helpcenter.signnow.com/en/articles/13162492-control-expiration-dates-and-reminders-on-expired-documents.md): Change expiration dates and reminders, even after sending.
- [Get Documents Signed Faster with Invite Reminders](https://helpcenter.signnow.com/en/articles/13162852-get-documents-signed-faster-with-invite-reminders.md)
- [Set Deadlines: Add Expiration Dates to Signature Requests](https://helpcenter.signnow.com/en/articles/13163471-set-deadlines-add-expiration-dates-to-signature-requests.md)
- [Set Up Redirects for Invite Links](https://helpcenter.signnow.com/en/articles/13162791-set-up-redirects-for-invite-links.md): Send signers to a custom URL once they finish signing.
- [Bulk Invites: Send Documents to Multiple Signers](https://helpcenter.signnow.com/en/articles/13513778-bulk-invites-send-documents-to-multiple-signers.md)
- [Personalize Invite Emails on Web and Mobile](https://helpcenter.signnow.com/en/articles/13162904-personalize-invite-emails-on-web-and-mobile.md): Personalize the emails sent with your invites.
- [PowerForms: Turn Any Document Into a Self-Service Form](https://helpcenter.signnow.com/en/articles/13162964-powerforms-turn-any-document-into-a-self-service-form.md): Delegate signer assignment with PowerForms.
- [CC a User Without Sending Notifications](https://helpcenter.signnow.com/en/articles/13163085-cc-a-user-without-sending-notifications.md): Copy others on a document without sending notifications.
- [Editing Documents After Signatures Are Completed](https://helpcenter.signnow.com/en/articles/13163213-editing-documents-after-signatures-are-completed.md): SignNow locks signed documents to preserve integrity and compliance.
- [Rename Documents Instantly Through Invite Links](https://helpcenter.signnow.com/en/articles/13163274-rename-documents-instantly-through-invite-links.md): Auto-rename documents during signing to stay organized.
- [Understanding Freeform Invites in SignNow](https://helpcenter.signnow.com/en/articles/13166697-understanding-freeform-invites-in-signnow.md): Send documents for signing without pre-added fields.
- [Request a Signature: Draw, Type, or Upload Options](https://helpcenter.signnow.com/en/articles/13166713-request-a-signature-draw-type-or-upload-options.md): Control how signers add their signatures.
- [Schedule Signing Invites](https://helpcenter.signnow.com/en/articles/14034751-schedule-signing-invites.md): Take full control over when your signing requests are delivered.
- [Uploading Documents and Templates](https://helpcenter.signnow.com/en/articles/13167315-uploading-documents-and-templates.md): Upload files easily and begin editing in seconds.
- [Document History: Tracking Changes and Activity](https://helpcenter.signnow.com/en/articles/13167473-document-history-tracking-changes-and-activity.md)
- [Find Documents Fast in Your SignNow Account](https://helpcenter.signnow.com/en/articles/13167850-find-documents-fast-in-your-signnow-account.md): Search documents by name, status, owner, or date.
- [Streamline and Filter Documents in SignNow](https://helpcenter.signnow.com/en/articles/13167892-streamline-and-filter-documents-in-signnow.md): Organize, filter, and manage documents in SignNow.
- [Transfer Workspace Members’ Files Between Accounts](https://helpcenter.signnow.com/en/articles/13169628-transfer-workspace-members-files-between-accounts.md): Move documents between users to stay organized during team changes.
- [Get a Report of Documents Generated From a Template](https://helpcenter.signnow.com/en/articles/13185121-get-a-report-of-documents-generated-from-a-template.md): View and export document details \(status, recipients, dates\) for audits and KPIs.
- [Migrate Documents from DocuSign](https://helpcenter.signnow.com/en/articles/13185461-migrate-documents-from-docusign.md): Import DocuSign templates fast by uploading a ZIP to SignNow—no rebuilding needed.
- [Manually Rename a Document in SignNow](https://helpcenter.signnow.com/en/articles/13185473-manually-rename-a-document-in-signnow.md): Rename documents on templates, before sending, or in folders for easier search and audits.
- [Export All Documents as a Single User or Workspace Administrator](https://helpcenter.signnow.com/en/articles/13185505-export-all-documents-as-a-single-user-or-workspace-administrator.md): Learn how to export all SignNow documents to one secure, compliant location.
- [Streamline signing with reusable templates](https://helpcenter.signnow.com/en/articles/13158713-streamline-signing-with-reusable-templates.md)
- [Template Sharing](https://helpcenter.signnow.com/en/articles/13214211-template-sharing.md): Learn how to share SignNow templates to collaborate efficiently and avoid duplicate templates.
- [Edit Shared Templates](https://helpcenter.signnow.com/en/articles/13224738-edit-shared-templates.md): Edit shared SignNow templates without being the owner. Collaborate and keep documents consistent.
- [How do I use document group templates?](https://helpcenter.signnow.com/en/articles/13828012-how-do-i-use-document-group-templates.md): SignNow Group Templates let you create reusable sets of documents, save time on repetitive workflows, and send them for signing multiple times with consistent structure and roles.
- [What’s the difference between group templates and document groups?](https://helpcenter.signnow.com/en/articles/13832160-what-s-the-difference-between-group-templates-and-document-groups.md): Document groups are one-time bundles of documents sent for signing, while document group templates are reusable packages you can send multiple times with the same setup—perfect for recurring workfl...
- [How do I make signers sign the documents in sequence?](https://helpcenter.signnow.com/en/articles/13832180-how-do-i-make-signers-sign-the-documents-in-sequence.md): Control the sequence of the signing session.
- [Signing a Document You Receive in SignNow](https://helpcenter.signnow.com/en/articles/13413727-signing-a-document-you-receive-in-signnow.md): Open, fill out, and sign documents securely from any device.
- [Make Card Payments in SignNow](https://helpcenter.signnow.com/en/articles/13413819-make-card-payments-in-signnow.md): If payment is required, you can pay securely via Stripe during signing. Only proceed if you trust the sender.
- [Field Navigation and Guide Me Settings](https://helpcenter.signnow.com/en/articles/13413858-field-navigation-and-guide-me-settings.md): Guide Me comes in handy when you receive a document for signing. It leads you through all the fields in a document.
- [Best Devices and Browsers for a Smooth SignNow Signing Experience](https://helpcenter.signnow.com/en/articles/13413898-best-devices-and-browsers-for-a-smooth-signnow-signing-experience.md): To ensure a smooth SignNow signing experience, make sure your device meets the minimum technical requirements.
- [Save Your Signing Progress and Finish Later in SignNow](https://helpcenter.signnow.com/en/articles/13413921-save-your-signing-progress-and-finish-later-in-signnow.md): You can save your progress in SignNow as a draft and return later to finish signing without losing your work.
- [How can I contact the sender of a SignNow document for assistance or clarification?](https://helpcenter.signnow.com/en/articles/15069787-how-can-i-contact-the-sender-of-a-signnow-document-for-assistance-or-clarification.md)

## Plans & billing

- [Access Your Billing Information and Payment History in SignNow](https://helpcenter.signnow.com/en/articles/13251178-access-your-billing-information-and-payment-history-in-signnow.md): Find where to view your SignNow billing details, invoices, and full payment history in just a few clicks.
- [Manage and Cancel Your Subscription Anytime on Web, iOS & Android](https://helpcenter.signnow.com/en/articles/13257132-manage-and-cancel-your-subscription-anytime-on-web-ios-android.md): Learn how to cancel and request refunds for SignNow on web, iOS and Android.
- [Invite Seats, Limits, Rollovers, and Extra Invite Fees](https://helpcenter.signnow.com/en/articles/13827982-invite-seats-limits-rollovers-and-extra-invite-fees.md)
- [Free User Seats Logic](https://helpcenter.signnow.com/en/articles/15808610-free-user-seats-logic.md): Grow your team without growing your bill.
- [View & Download Your Invoices in SignNow](https://helpcenter.signnow.com/en/articles/13257204-view-download-your-invoices-in-signnow.md): Quickly find and download your SignNow invoices and payment history—all in one place.
- [Track SignNow Site License Usage](https://helpcenter.signnow.com/en/articles/15502499-track-signnow-site-license-usage.md): Monitor Web and API invite consumption from the Plan Usage dashboard.
- [SignNow Refund Policy](https://helpcenter.signnow.com/en/articles/13257888-signnow-refund-policy.md): Understand SignNow’s refund policy, including eligibility, timelines, and how to request a refund.
- [Keeping Your Documents After Your Plan Expires](https://helpcenter.signnow.com/en/articles/15850883-keeping-your-documents-after-your-plan-expires.md): Retain all your account data after subscription expiry or cancelation.

## Account & administration

- [Getting Started for Admins](https://helpcenter.signnow.com/en/articles/13462078-getting-started-for-admins.md): Collaborate faster with shared workspaces and built-in governance.
- [What are Workspaces in SignNow?](https://helpcenter.signnow.com/en/articles/13210675-what-are-workspaces-in-signnow.md): Workspaces let teams collaborate—organize documents, manage templates, and track activity securely.
- [Workspace Management and Roles](https://helpcenter.signnow.com/en/articles/13213548-workspace-management-and-roles.md): Easily manage SignNow Workspaces with role-based permissions for secure, efficient collaboration.
- [Workspace roles & permissions](https://helpcenter.signnow.com/en/articles/14624155-workspace-roles-permissions.md): Easily manage SignNow Workspaces with role-based permissions for secure, efficient collaboration.
- [Managing Multiple Workspaces](https://helpcenter.signnow.com/en/articles/15070128-managing-multiple-workspaces.md): A practical guide for administrators: structuring multiple independent groups under one subscription
- [Data Management](https://helpcenter.signnow.com/en/articles/13463681-data-management.md): Learn how Workspace admins can search documents, export reports, and transfer ownership to keep files accessible and workflows uninterrupted.
- [Reports](https://helpcenter.signnow.com/en/articles/13210688-reports.md): SignNow Reports shows document status, activity, and template usage to track progress and spot bottlenecks.
- [Personalize SignNow Emails with Company Branding](https://helpcenter.signnow.com/en/articles/13224751-personalize-signnow-emails-with-company-branding.md): Customize your SignNow email branding for a professional, consistent signing experience.
- [Workflow Settings](https://helpcenter.signnow.com/en/articles/13462243-workflow-settings.md): Use Workflow Settings to standardize how your team sends invitations and runs signing workflows.
- [Compliance Settings](https://helpcenter.signnow.com/en/articles/13463632-compliance-settings.md): Account-level compliance toggles standardize regulated signing for all workspace members.
- [Set Up Single Sign-On \(SSO\)](https://helpcenter.signnow.com/en/articles/13210711-set-up-single-sign-on-sso.md): Enable secure one-click SignNow access with company credentials and centralized user management.
- [Audit Logs & Activity History](https://helpcenter.signnow.com/en/articles/13463726-audit-logs-activity-history.md): Audit logs show account access and activity to support security and compliance reviews.
- [Organization to Workspace Migration Guide](https://helpcenter.signnow.com/en/articles/13463755-organization-to-workspace-migration-guide.md): See what’s changing with the move to Workspaces and what stays the same.
- [Change Your Email Address in SignNow](https://helpcenter.signnow.com/en/articles/13185863-change-your-email-address-in-signnow.md): Change your SignNow login to a new, unused email.
- [Request Payments in SignNow](https://helpcenter.signnow.com/en/articles/13185977-request-payments-in-signnow.md): Add a payment step to SignNow documents, set amounts, assign payers, and track payments to close deals faster.
- [Change Your Password in SignNow](https://helpcenter.signnow.com/en/articles/13186082-change-your-password-in-signnow.md): Update or reset your SignNow password, including Google/Microsoft logins.
- [Manage Your Account in SignNow](https://helpcenter.signnow.com/en/articles/13186382-manage-your-account-in-signnow.md): Manage account info, password, apps, and access under Profile → My Account.
- [Easily Delete Your Account](https://helpcenter.signnow.com/en/articles/13186479-easily-delete-your-account.md): Considering leaving? Contact Support first, or follow this guide to delete your SignNow account.
- [Enable and Use Signature ID/Stamp in SignNow](https://helpcenter.signnow.com/en/articles/13186573-enable-and-use-signature-id-stamp-in-signnow.md): Show a unique Signature ID on signed PDFs for audits and verification.
- [HIPAA Compliance](https://helpcenter.signnow.com/en/articles/13258041-hipaa-compliance.md): Learn how SignNow keeps health data secure and HIPAA-compliant for safe eSignature workflows.
- [Understanding Qualified Electronic Signatures \(QES\) in SignNow](https://helpcenter.signnow.com/en/articles/13258127-understanding-qualified-electronic-signatures-qes-in-signnow.md): What is a QES in SignNow? Learn how it enables EU-grade, court-admissible signatures.
- [Understanding Digital Certificates in SignNow](https://helpcenter.signnow.com/en/articles/13258141-understanding-digital-certificates-in-signnow.md): Learn how a SignNow Digital Certificate ensures your documents are authentic and legally valid.
- [Is SignNow eIDAS compliant?](https://helpcenter.signnow.com/en/articles/13258146-is-signnow-eidas-compliant.md): See how SignNow eIDAS compliance keeps your eSignatures legal, secure, and trusted in Europe.
- [Introduction to AI in SignNow](https://helpcenter.signnow.com/en/articles/13272752-introduction-to-ai-in-signnow.md): Ask AI — Your Built-In SignNow Assistant.
- [AI in SignNow](https://helpcenter.signnow.com/en/articles/13632930-ai-in-signnow.md)
- [How FinAI Helps in SignNow Support](https://helpcenter.signnow.com/en/articles/14110764-how-finai-helps-in-signnow-support.md)

## Integrations & API

- [Get started with the SignNow API](https://helpcenter.signnow.com/en/articles/13251035-get-started-with-the-signnow-api.md): Embed eSignatures and workflows using the SignNow REST API.
- [What SignNow add-ons are available, and how to use them?](https://helpcenter.signnow.com/en/articles/13251141-what-signnow-add-ons-are-available-and-how-to-use-them.md)
- [Make \(Integromat\)](https://helpcenter.signnow.com/en/articles/13251051-make-integromat.md)
- [Zapier](https://helpcenter.signnow.com/en/articles/13251055-zapier.md)
- [Power Automate](https://helpcenter.signnow.com/en/articles/13251066-power-automate.md)
- [Salesforce](https://helpcenter.signnow.com/en/articles/13251087-salesforce.md)
- [MS Teams](https://helpcenter.signnow.com/en/articles/13251089-ms-teams.md)
- [\[Legacy\] Sharepoint](https://helpcenter.signnow.com/en/articles/13251091-legacy-sharepoint.md)
- [SignNow for SharePoint: New App Launch & Legacy Sunset](https://helpcenter.signnow.com/en/articles/15562390-signnow-for-sharepoint-new-app-launch-legacy-sunset.md)
- [HubSpot](https://helpcenter.signnow.com/en/articles/13251119-hubspot.md)
- [Quickbooks](https://helpcenter.signnow.com/en/articles/13251125-quickbooks.md)
- [NetSuite](https://helpcenter.signnow.com/en/articles/13251129-netsuite.md)
- [How to connect SignNow to ChatGPT and Claude](https://helpcenter.signnow.com/en/articles/14020270-how-to-connect-signnow-to-chatgpt-and-claude.md): Connect SignNow to Claude or ChatGPT to prepare, prefill, and send documents for signing — all without leaving your conversation.

## Mobile app

- [Using Kiosk Mode in SignNow](https://helpcenter.signnow.com/en/articles/13186592-using-kiosk-mode-in-signnow.md): Kiosk Mode lets multiple people sign the same form in sequence on one device, ideal for in-person signing.
- [Add Documents to SignNow From Your Mobile Device](https://helpcenter.signnow.com/en/articles/13187075-add-documents-to-signnow-from-your-mobile-device.md): Upload and manage documents in the SignNow app on iOS or Android for signing and sharing.
- [Easily Create a Template on iOS/Android App](https://helpcenter.signnow.com/en/articles/13187087-easily-create-a-template-on-ios-android-app.md): Create reusable templates in the SignNow mobile app to streamline signing and workflows.
- [Download & Export Documents From the SignNow App \(iOS/Android\)](https://helpcenter.signnow.com/en/articles/13187098-download-export-documents-from-the-signnow-app-ios-android.md): Export SignNow documents on mobile via download, email, cloud, or print.
- [How Session Inactivity Works in the SignNow App](https://helpcenter.signnow.com/en/articles/13187133-how-session-inactivity-works-in-the-signnow-app.md): Set how long the SignNow app stays logged in before requiring re-login.
- [Manage Signatures, Initials, and Stamps in the SignNow Mobile App](https://helpcenter.signnow.com/en/articles/13187335-manage-signatures-initials-and-stamps-in-the-signnow-mobile-app.md): Create and manage signatures, initials, and stamps in the SignNow mobile app.
- [Set Up Push Notifications in the SignNow Mobile App](https://helpcenter.signnow.com/en/articles/13187355-set-up-push-notifications-in-the-signnow-mobile-app.md): Enable push notifications to get instant alerts and never miss a signature.
- [Sign Documents in Person Using SignNow Mobile](https://helpcenter.signnow.com/en/articles/13187372-sign-documents-in-person-using-signnow-mobile.md): Collect in-person signatures on one device—no emails or accounts needed.
- [Rotate, Delete, or Add Pages in the SignNow Mobile App](https://helpcenter.signnow.com/en/articles/13187459-rotate-delete-or-add-pages-in-the-signnow-mobile-app.md): Edit pages on iOS or Android—rotate, add, delete, or reorder before sending.
- [Easily Delete Your Account on SignNow Mobile App](https://helpcenter.signnow.com/en/articles/13187501-easily-delete-your-account-on-signnow-mobile-app.md): Delete your SignNow account from the mobile app and understand what happens to your data.