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Learn Signrrett through guided sections.

Choose a topic, follow the steps, and open the related product area when you are ready.

Learning path

From first upload to advanced workflows

1Upload and send a document

2Use Smart Review before sending

3Manage vendors and approvals

4Configure Enterprise integrations

Contents

Business Workspace Admin

3 topics

Business Workspace Admin

Paid workspace teammates can share visibility into company documents while roles limit who can create or change them.

Steps to follow

1
Documents created in a paid workspace are workspace-owned by default when the creator has document-creation permission.
2
Owners, workspace admins, and members can view workspace documents and create new ones.
3
Reviewers, approvers, and read-only users can view workspace documents but cannot create them.
4
Billing managers do not receive document access by default; their role is limited to billing and subscription administration.
5
The person who owns a document workflow controls preparation, sending, revisions, and voiding. Other authorized teammates receive read-only visibility into that document.
6
Personal documents remain private, and vendor users do not inherit visibility into internal workspace documents.

Featured guides

11 guides

Learn the basic steps to upload a PDF, add recipients, place signature fields, and send a document for electronic signing.

Understand how document audit trails help track uploads, views, sends, signatures, completions, voids, and change requests.

Compare electronic signatures and handwritten signatures, including speed, convenience, audit evidence, and recordkeeping.

Learn why change requests matter before signing and how a workflow can keep the sender and recipient aligned.

A practical checklist for small businesses collecting vendor details, required documents, contract dates, and approval decisions.

Learn how businesses can collect vendor documents with clearer access, review status, and approval records.

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