Edusign

How does the document credit system work on Edusign?

Document Credits: General Operation

Upload your PDFs, automate the sending, and rapidly create information: create your training agreement template, contract...

Add and sign a PDF document on Edusign 📄

Add and modify your signing documents with personalized variables!

Add and modify a document template to sign 📝

Discover the steps to send your documents to your recipients!

Send documents 📨

Discover how to generate the official document certifying participation. No document credit required.

Generate a certificate of achievement - Certificate of completion

How to sign your training agreement, your contracts... etc. on Edusign

Sign a document ✒️

Easily group your documents (with and/or without signature) into dedicated folders.

Organize and manage your document folders 📂

Retrieve your document signature links to share them with your recipients, without necessarily sending an email.

Retrieve and share the signature links of your documents📃🔗

Send a document not needing a signature: internal regulations, convocation...

Add and modify a text document template (without a signature) 📄

Send your documents at the right time with scheduled sending!

Schedule the sending of your documents⏲

Restore your documents if you deleted them unintentionally!

Restore deleted documents

Arthur

Elliot Boucher

Training completion certificates, statement of achievement... 🎁

📂 Documents

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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