For Administrators: Build a Secure and Compliant Signing Environment

As an admin, your role is to ensure your organization’s Nota Sign workspace is fully configured for trusted digital operations.

1. Verify your organization information
Before setup, confirm that your organization’s name, domain, and admin email are correct. This ensures legal and audit traceability for all future agreements.

2. Configure your Identity Provider (IdP)
Connect your corporate identity provider to enable secure user authentication. Nota Sign supports SAML, OAuth, and other standard SSO protocols.

3. Set up Single Sign-On (SSO)
Simplify login for your members. With SSO, users can access Nota Sign using their existing corporate credentials — no separate password management required.

4. Add members efficiently
Invite team members by email or use the Batch Operation tool to import them at scale. Assign appropriate roles or departments to reflect your company structure.

5. Set member permissions
Define who can send, approve, or administer envelopes. Role-based access ensures data protection and operational clarity.

6. Add your branding
Customize your workspace with your company logo — it will appear in system emails and on your dashboard, reinforcing your corporate identity.

7. Configure send settings
Determine whether users can create, upload, or attach files during signing to fit your internal control policies.

8. Set stamp permissions
Upload your company seal and configure which members can manage or apply it during signing.

9. Enable CFR Part 11 compliance
If your organization operates in regulated industries such as life sciences, activate CFR Part 11 mode to meet FDA electronic record and signature standards.

For Users: Get Comfortable with Digital Signing

Whether you’re signing your first contract or managing dozens of agreements, these quick actions will help you master the essentials.

1. Get documents signed
Open your first envelope, review, and sign electronically — fast, secure, and legally binding.

2. Track and manage agreements
In the Agreements page, you can easily view the signing status, audit trails, and document details — ensuring full visibility across all transactions.

3. Create templates
Save frequently used forms as templates to streamline repetitive document creation and boost efficiency.

4. Upload your first document
Try sending your first envelope — upload a PDF or Word file, add recipients, and send it for signature. You’ll get familiar with the full workflow in minutes.

5. Adopt your signature
Choose, draw, or upload your personal e-signature style to make signing even faster next time.

6. Complete your profile
Add your name and workspace name to personalize your account and make your identity clear to collaborators.

Why It Matters

The onboarding checklist isn’t just about ticking boxes — it’s about building trust, compliance, and efficiency from day one. With Nota Sign, you can start signing globally in minutes, backed by:

  • Compliance across 100+ countries and regions (eIDAS, ESIGN, PDPA, GDPR)
  • Multi-tier electronic signature support (SES / AES / QES)
  • AI-powered document intelligence for summaries, translations, and compliance Q&A
  • Secure data management aligned with ISO 27001 / 27001 and local data residency options