Featured guide
Set up your WoltSign workspace
Create your account, name your workspace, and understand the dashboard basics.
5 min read
Read guideGuides
Step-by-step guides for WoltSign
From sending your first envelope to automating document workflows via API, every task covered.
Start with the essentials
High-value walkthroughs for the workflows teams set up first.
Getting Started
Set up your WoltSign workspace
Create your account, name your workspace, and understand the dashboard basics.
5 min read
Envelopes & Documents
Create and send an envelope
Run through Details, Documents, Roles, Fields, and Review to send securely.
10 min read
Envelopes & Documents
Track signers and send reminders
Monitor role status, copy sign links, and send reminders from envelope detail.
6 min read
Templates
Create a reusable template
Build a repeatable template with predefined roles and signing fields.
8 min read
Templates
Send from a template: Quick Send vs Customize
Choose the fastest template send path based on whether edits are needed.
6 min read
Signing & Fields
Configure signing fields on a PDF
Place signer fields accurately and map each field to the right role.
9 min read
Browse by topic
Getting Started
Account, workspace, dashboard basics
8 guides
Envelopes & Documents
Create, organize, track, and download envelopes
10 guides
Templates
Build reusable templates and send faster
8 guides
Signing & Fields
Place fields, set signing order, complete as a signer
8 guides
Team & Workspace
Invite members, manage access, switch workspaces
7 guides
Integrations & API
Automate workflows and embed signing
7 guides
Follow the steps
Five-step summaries that match the labels in the WoltSign app.
Create and send an envelope
App route: /envelopes/create
- 1Click Create Envelope from Envelopes.
- 2Enter title and folder in Details.
- 3Upload one or more PDFs in Documents.
- 4Add signer names and emails in Roles.
- 5Place fields and click Review to send from Fields.
Create a reusable template
App route: /envelope-templates/create
- 1Click New Template from Templates.
- 2Upload your PDF in Documents step.
- 3Define role names and optional emails in Roles step.
- 4Drag and drop fields for each role in Fields step.
- 5Click Save Template from the Review step.
Send from a template
App route: /envelope-templates
- 1Open Templates and click a template.
- 2Click Use Template on the template detail page.
- 3Choose Quick Send or Customize Before Sending.
- 4Fill in signer names and emails for each role.
- 5Send and copy sign links from envelope detail.
Track signers and send reminders
App route: /envelopes/:id
- 1Open Envelopes and click an envelope.
- 2View signer status per role on detail page.
- 3Copy a sign link for a signer who missed email.
- 4Click Send Reminder for pending signers.
- 5Download completed PDF after all roles finish.
End-to-end playbooks
Multi-step paths for teams that want a full workflow, not a single task.
Set up a repeatable signing workflow for your team
Create one template workflow that your team can reuse for recurring agreements.
Intermediate · 20 min
- 1. Build template
- 2. Define role order
- 3. Save
- 4. Share with team
- 5. Send via Quick Send
- 6. Track
Automate envelope creation from a backend system
Connect backend systems to WoltSign API so sending and tracking happen automatically.
Advanced · 30 min
- 1. Create template in WoltSign
- 2. Get API key
- 3. Call create-from-template endpoint
- 4. Call send endpoint
- 5. Receive webhook events
- 6. Monitor via API
Onboard a new hire with signed documents
Use templates and signing order to complete hiring paperwork without delays.
Beginner · 15 min
- 1. Build offer letter template
- 2. Add HR and hire roles
- 3. Set signing order
- 4. Send via Quick Send
- 5. Download completed envelope
Manage a workspace for a growing team
Set the workspace foundation, add members, and keep team document operations organized.
Intermediate · 15 min
- 1. Create workspace
- 2. Invite team members
- 3. Organize envelopes by folder
- 4. Share access to team envelopes
- 5. Track activity on dashboard
Ready to put it into practice?
Open WoltSign and follow along as you read. Every step in these guides maps to the real product.