Basic operation
Modified on Tue, 27 Jun, 2023 at 10:22 AM
Click & Sign is available through https://admin.clickandsign.eu/ and its functionalities are also available through our APIs at: https://api.lleida.net/dtd/clickandsign
To start using Click & Sign you need to have a Lleida.net user account. Once you have your account, you can access both the APIs and the user web tool available at https://admin.clickandsing.eu
In the side menu of the web tool, you have the following options:
- New sending: you can create new documents to sign
- Sent list: All your messages are displayed
- Manage your templates. Create new templates, view existing ones, activate deactivate and duplicate them.
Note:
Templates allow you to create how your signature process should be. In other words; colours, logos, recipient's data, type of signature to be made by the signer, communications by email and / or text message to the signatory, etc. Once a template is created, you can use it as many times as needed. The user can create as many templates as needed.
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