Browse help
Help centre
Answers to the questions people ask most, written to be read at the moment you need them.
Getting started
- What CecurSign isWhat the product does, the words it uses, and what a signature from it is worth.
- Signing in to your accountHow to sign in, what to do if you cannot, and how your account relates to the rest of Cecur.
- Send your first document for signatureThe whole path, once, from a file on your desk to a signed PDF.
- Reading your dashboardWhat each panel is counting, and what needs your attention today.
- Setting up your accountThe setup checklist, what each item unlocks, and the quick start cards on Home.
Documents
- Uploading a documentHow to get a file into CecurSign, and what happens to it once it is there.
- Which files you can upload, and how largeThe formats we accept, the size your plan allows, and how to reduce a file.
- Using Word documentsWhat happens when you upload a .doc or .docx, and how to keep the layout.
- Organising your work with foldersHow to file envelopes so you can find them again in a year.
Sending for signature
- Adding the people who need to signSigners, approvers and people who only need a copy, and how they differ.
- Choosing who signs firstWhen to send to everyone at once, and when order matters.
- Placing signature and other fieldsWhere a person signs, what else you can ask them for, and which fields are required.
- Writing the message recipients receiveThe subject line and note that arrive with your document, and what to say.
- Sending things to be read, not signedTerms, policies and certificates sent alongside a document, and how to see who opened them.
- Deadlines and chasing people upSetting an expiry date, what happens when it passes, and how to nudge.
- Sending, and what happens nextWhat we do the moment you press send, and how to follow progress.
- Signing a document on your ownThe Self sign screen, and how it differs from signing an envelope you are sending out.
- Where each kind of envelope appearsWhy the list shows what you sent, and how to see proposal signatures and your own beside it.
Signing as a recipient
- What your recipients seeThe page that opens from the link, so you can talk a client through it on the phone.
- Drawing, typing or reusing a signatureThe three ways to sign, and how to save one for next time.
- Protecting a document with an access codeHow to require a code before a recipient can open a document, and how to share it.
- When someone declines to signWhat declining does to an envelope, and what you can do afterwards.
After it is signed
- Getting the signed documentWhere the finished PDF lives, who receives it, and how to download it.
- Sending a copy to someone who was never a recipientEmail a link to a finished document, see who has opened it, and take the link back.
- The certificate of completionThe evidence page attached to every finished document, and how to read it.
- Checking that a signed document is genuineHow anyone, including a third party, can verify a document we produced.
- The audit trailEverything we record about an envelope, and why it cannot be edited.
Templates and bulk send
- Creating a templateSet up a document you send often, with the fields already in place.
- Reusable document packsGroup the material you send with every engagement, and attach it to a template.
- Sending from a templateTurn a template into a real envelope in a few clicks.
- Saving an envelope as a templateKeep the documents, roles and field positions of an envelope you have built, so the next one starts there.
- Sending the same document to many peopleSend one template to a list of recipients from a spreadsheet.
Contacts and departments
- The contact bookSave the people you send to, so you stop retyping addresses.
- Departments and who can see whatHow to divide an account so a colleague sees their own team’s work and not everyone’s.
- Notifications and what triggers themWhich events reach your bell and your inbox, and how to find an older one.
Proposals and engagement letters
- Proposals and engagement lettersWhat the proposals module is for, and how it differs from sending a document for signature.
- Building your service catalogueSet up the services you sell once, and reuse them on every proposal.
- Building a proposalAdding services, writing the letter, and previewing what the client will get.
- Pricing, cadences and VATFixed fees, hourly work, estimates, recurring charges, and how each is shown to the client.
- Sending a proposal, and what the client seesWhat is fixed at the moment you send, and the page your client opens.
- When a client accepts or declinesWhat happens on acceptance, the signature it produces, and what to do next.
- The signing record on a proposalWhere the signed letter, the certificate, the signers and the audit trail sit once a client accepts.
- Chasing a client about a proposalSend a reminder from the proposal, including to a client who started signing and stopped.
- Withdrawing a proposalTaking a proposal back, what your client sees, and what happens to a signature in progress.
Bookings
- What Cecur Book is, and who has itPublishing a link that shows when you are free, where the screens are, and how it is switched on.
- Your booking address and your booking linksClaim the address your links start with, then create a link for each kind of meeting.
- Setting the hours people can bookYour weekly pattern, the dates that replace it, and the time zone your hours are written in.
- The page your client books onChoosing a day, a time and a zone, the confirmation, and how a client moves or cancels.
- Your diary, week, month and listReading what is booked, whose diary you are looking at, and moving or cancelling a meeting.
- Booking emails and remindersWhat goes out when a meeting is booked, moved, cancelled or coming up tomorrow, and to whom.
- Showing Cecur Book your own calendarThe calendar subscription, connecting Google Calendar, and what each one does and does not do.
- Letting a colleague see your diaryWho can see your meetings, how to share yours, and how an owner or admin shares somebody else’s.
- Nobody can book a time with meNo times on offer, a slot taken while somebody was booking it, and clients in another time zone.
Your account and team
- Inviting colleaguesAdd someone to your account, and what they can do once they arrive.
- Roles and what each one can doOwner, admin and member, and how to decide which someone needs.
- Your profile and saved signatureYour name, your email address, and the signature we reuse for you.
- Putting your branding on what clients seeYour logo, your colour, and where each of them appears.
Plans and billing
- What each plan includesThe differences that matter when you are choosing, in plain terms.
- Allowances, and what happens when you reach oneHow your monthly allowance is counted, and what to do if you run out.
- Upgrading, downgrading and cancellingHow to change what you pay for, and what happens to your documents.
- Free trialsWhat a trial includes, and what happens when it ends.
Troubleshooting
- My client says they never received the emailThe four things to check, in the order they are most often the cause.
- Cancel an envelope someone has already openedHow to withdraw a document that is out with recipients, and what they see.
- I sent it with a mistake in itCorrecting a document that is already out, without losing what was signed.
- A recipient cannot finish signingRequired fields, expired links and browser problems, and how to clear each.
- The document does not look rightPages, fonts and layout, and what to do when a file does not survive upload.
- I cannot find an envelope I know existsFilters, folders, departments and archive, and where things hide.
Security and legal
- What an electronic signature from CecurSign isWhat we produce, what stands behind it, and what we deliberately do not offer.
- Where your documents are keptWhere the files live, who can reach them, and how long we keep them.
- Data protection and your obligationsWhat we do with personal data, and where to find the documents your reviewer will ask for.