Set up your workspace

Start with the people and place behind the form. A clear location name, an approved document and one realistic test visit give the team a much better starting point than a folder full of unfinished templates.

This area covers the first hour in a new workspace: naming the organization and its locations, bringing in the document your business already uses, and running one complete signing before any guest sees the form. Most teams arrive here with an approved PDF and a busy weekend ahead, so the guides focus on the shortest path to a working link rather than on every setting.

The two tasks people come here for are preparing the first signing workflow, which takes one approved document from an empty workspace to a checked signed record, and connecting signing links to the right location, so a guest who scans a code at your second site ends up on that site's form. If you run more than one location, read the second guide before printing anything.

Setup sits before everything else in the help center. Once a test record exists, move on to building and publishing a template for the real wording, then to collecting signatures with the link, QR code or kiosk your desk will actually use.