Getting started
Create your WoltSign account and workspace
Register with your work email, name your workspace, and land on the Dashboard ready to send.
5 min read
Registration takes three short steps: your account details, a workspace name, and a few questions about your role and team size. When you finish, you land on the Dashboard with a workspace ready for envelopes and templates.
What you need before you start
Use a work email you check regularly. Choose a password with at least 8 characters, including one number and one uppercase letter. You do not need a PDF ready at signup, but having a sample contract or form in mind helps when you move to your first envelope.
Step 1: Account details
Open the registration page and enter your first name, last name, email, and password. Confirm the password, then continue. WoltSign stores your account under this email for sign in and workspace invitations.
Step 2: Workspace name
Name the workspace your team will recognize. A brokerage might use the office name. An HR team might use the company legal name. You can change this label later; pick something clear for now.
Step 3: Role, team size, and terms
Select your role and approximate team size from the dropdowns. Review the terms of service and privacy policy, accept them, and submit. This step helps WoltSign tailor defaults but does not lock you into a single workflow.
After signup: Dashboard and next steps
You arrive on the Dashboard with your new workspace active. The sidebar shows Envelopes, Templates, Integrations, and Users & Invitations. Most teams send their first document from Envelopes → Create Envelope.
If a colleague invited you before you registered, see Accept a workspace invitation for how the invite link behaves during signup.
Create another workspace later
Open the Workspace dropdown in the header to switch workspaces or create a new one. Each workspace keeps its own envelopes, templates, and member list. Switching workspaces does not sign you out.
Common mistakes
- Using a personal email you rarely check, then missing invitation or signing notifications tied to that address.
- Skipping a strong password and getting blocked by validation on submit.
- Expecting SSO at signup. WoltSign registration uses email and password in the current app flow.
FAQ
Frequently asked questions
Short answers to the questions teams ask most often about this topic.
Can I change my workspace name after signup?
Yes. You can edit the workspace name later from workspace settings. The name you pick during registration is a starting point, not permanent.
What password rules does WoltSign require?
Your password must be at least 8 characters and include at least one number and one uppercase letter. Use a work email you can access for account recovery.
Can I belong to more than one workspace?
Yes. After you accept an invitation or create another workspace from the Workspace dropdown in the header, you can switch between workspaces without signing out.
Where do I land after I finish registration?
You arrive on the Dashboard. From there, open Envelopes to send your first document or Templates to build a reusable layout.
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Still need help?
Contact support or read the developer documentation.