Question 1

💁 Troubleshooting: Problems using Dealsign?

Accepted Answer

If you are having problems using Dealsign, check this troubleshooting first:

🧑‍💻 Browser: Check your internet connectivity and browser is working properly. 🔗 Links: Check your email program is not modifying the link (Microsoft SafeLinks). 🔐 Access rights: Verify you are using the correct email and access rights.

1. Browser: Is your browser working properly?

Sometimes browsers don't synch with cloud properly, hard refresh and clear Chrome browser cache: Windows: Hold down Ctrl and click the Reload button / Or Hold down Ctrl and press F5. Mac: Hold down Shift and click the Reload button / Or Hold down Command, Shift and click the ‘R’ key.
Make sure you have an updated browser. We recommend using Chrome.
Check your internet connectivity is working properly. Turn off your VPN if you have VPN connection on.
Close additional browser tabs and sessions to other cloud services to secure sufficient connectivity.
Log out from Dealsign, close & restart browser, open "New Incognito Window", and log in again https://app.dealsign.ai/login

2. Links: Dealsign invitation link does not open properly?

Microsoft has a program feature called Safe Links. When turned on, it quarantines and scans any link received to protect the user. This program modifies the access link address which can kill the connection to the client's return.
When the Dealsign invitation link is opened, if the link includes Microsoft standard URL prefi

Question 2

Getting started with Dealsign subscription

Accepted Answer

Getting started with Dealsign subscription

Welcome to Dealsign!

Before diving into the contracts, let's take a moment to setting up your company workspace subscription. There are a few steps to complete in the following areas:

Order workspace subscription for your company to getting started with Dealsign.
Invite team members and manage permissions for the workspace account and groups, contracts and archives.
Setup archives to manage contract repositories and contract lifecycle tasks.
Setup templates to start digital contracting with Dealsign.

Here are steps by steps instructions how to get started with Dealsign for your company.

1. Workspace subscription

To start using Dealsign for your company, you need to order a workspace subscription for your company:

To enter your billing details and start your paying Dealsign workspace account, you can go to Workspaces > Order new workspace.
Link to new workspace order form: https://app.dealsign.ai/dashboard/account/workspace/create

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Workspace subscription

2. Invite users and manage workspace permissions

Here are the main shortcuts for you to invite users and manage permissions:

You can invite users to your workspace by adding the emails to the workspace access list, go Workspaces > Selec

Question 3

How to assign signers to a document?

Accepted Answer

How to assign signers to a document?

After reviewing the document, you can start signing and invite others to sign the document.

Start signing by assigning signers, go to Documents > Waiting for signatures > Select document > Start signing process / Setup signers.
Select how many signers will sign the document (1-4 persons) and fill in the details (firstname, lastname, email, mobile). Note, each party assigns their own signers for the document.
Click "Begin signing".

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Setup signers

Question 4

How to sign a document?

Accepted Answer

How to sign a document?

After you have been assigned to sign the document, you can sign the document.

Sign the document, go to Documents > You to sign > Select document > Sign document.
If you want, you can change the font and color or just go ahead with the default Dealsign digital signature.
Click "Sign this document".
Audit trail documentation marks your details to proof the digital signature.

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Dealsign digital signature

Question 5

How to import Word document as a template?

Accepted Answer

Prerequisites

Start by checking your current Word contract that you have different formatting in use at your document:

The document has a title (in body text, not in header) and it has a unique styling (eg. Heading 1)
Sections have a unique style (eg. Heading 2).
If your document has a nested structure, containing sections and subsections, make sure that all subsections have a unique style (eg. Heading 3).

By selecting a unique style for the title, sections and subsections, Dealsign will be able to automatically identify it as the desired title for the document.

Dealsign templates can have a two level structure:

Section 1 -- Subsection 1.1 -- Subsection 1.2
Section 2 -- Subsection 2.1

You can use your Word editor to make sure your document has the required formatting for import to the Dealsign tool.

How to import

Upload your Word document

Go to https://app.dealsign.ai/dashboard/templates/list/all and click the "Upload Word file" button in the "Import template from Word" box.

Import template from Word

Select or write a title for the template

You can either select the title from text or write it manually to the title field.

Select or write a title for the template

Mark the Sections in the document

Marking the section titles is the most important step

Question 6

Try Dealsign for free

Accepted Answer

Try Dealsign for free

You can sign up for free and send Dealsign Free Trial Demo Cupcake Contract and trial all negotiation and signing features.

To evaluate the usefulness and features of Dealsign together with your team, feel free to invite your colleagues to test run the service.

You can sign up for free here: https://app.dealsign.ai/signup

Try Dealsign for free

Anyone can create a free Dealsign account. To negotiate, sign and manage archives for your company you will need to create a workspace account.

Workspace subscription

To start using Dealsign for your company, you need to subscribe a workspace account for your company.
To enter your billing details and start your paying Dealsign workspace account, you can go to Workspaces > Order new workspace.
Link to new workspace order form: https://app.dealsign.ai/dashboard/account/workspace/create

Or contact Dealsign for scheduling a demo meeting for your company: https://www.dealsign.ai/booking

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