Help centre
How ChekSign works, for the businesses that send documents and the people who sign them.
Getting started
Sending requests
Asking for an identity checkRequire a code by email or text before somebody can sign.
Getting a signature witnessedAdd a witness beside the person signing, and they are asked after that person signs.
Writing a document hereWrite a document in ChekSign, with placeholders for whoever it will be sent to.
Putting a signature box in the wordingWrite [Client.Signature] into a document and the box is placed for you when it is attached.
Letting Claude suggest where the boxes goClaude can read a document and suggest each signer's boxes, for you to check before anything is placed.
Finding a request, and what the lists meanWhat Drafts, Active, Completed, Ended and Archived each hold, and how to move between them.
Correcting a request that went out wrongThe people and the documents on a sent request cannot be changed. Here is the one repair, and what it carries.
Chasing somebody who has not signedHow often a request is chased, and why chasing always stops.
Your services, written onceWrite each service once, with its fee, and tick it on a letter.
Using a template for requests you send oftenSave the people, the order and the wording, and start the next request from it.
Boxes your client fills in when they signAsk for a line of text, a tick or a choice, recorded with the signature.
Sending a request from your phoneChoose a PDF, say who signs, place the boxes and send, all on a phone.
Scanning a paper documentPhotograph each page with ChekSign's scanner, or use your phone's own, and send it for signing.
Sharing a PDF to ChekSign from another appOn Android, send a PDF to ChekSign from Gmail, Drive or Files with Share.
Labelling requests, and tidying the labels upPut your own labels on requests, and fix them everywhere at once.
Signing
What the people you send to seeA link with no account to create, the documents to read, and one signature.
The note from ChekSign after somebody signsWhat the short note from ChekSign is, who sees it, and how to turn it off for your requests.
Signing on your phoneWritten for the people you send to: signing a document on a phone, start to finish.
The copy the signer keepsEverybody who signs is sent their signed copy when the request completes, as a link or as an attachment.
Contacts
Verifying a document
Verifying a signed documentCheck that a document you have been given is the one that was signed.
What a certificate does and does not establishWhat the record can support, and the specific things it cannot.
Checking the timestamp yourselfProve when a document existed without relying on us for the answer.
Workspace and users
Adding colleagues to your workspaceInvite colleagues, and what each role is allowed to do.
Removing somebody, leaving, and helping with an accountWhat happens when somebody leaves, and what an owner or admin can do about their account.
How long you stay signed inWhen ChekSign signs you out, why, and how you get back to what you were doing.
When our terms changeWhat ChekSign records when you accept its terms, and what happens when they change.
Exporting your firm's dataHow an owner takes a copy of everything the workspace holds, in one file.
Importing a list of contactsSend a client the blank file, and load what comes back.
Settings, and what changing one affectsWhere each setting lives, and the one rule that governs all of them.
What Billing shows youEnvelopes, allowances, what has been billed, and what billing never touches.
Approving a request before it goesRequire an administrator to clear a request before anybody can send it.