Account Opening

In order to use our service, you must first signup, which you do by going to our login page then select sign-up then enter your first name, last name, email address, and a password. For security purposes, we require your password to be at least 8 characters long, contain at least one upper-case character, and at least one number. Please take time to read our Privacy Policy and Terms and Conditions of use.

A variety of signing up options are available, including using your Google or Microsoft authentication details which would save you the hassle of entering your name and completing follow-up verification procedures.

Upon creating your account, you will be granted provisional access so that you may be able to purchase a plan and set your settings immediately. A verification email will be sent to the email address you provided. Please follow the steps to verify ownership of the email provided. If you do not take steps to verify your account within 30 days, your account will be restricted.

If you are on a third party chat platform (such as Microsoft Teams, Copilot, or Slack) you can chat with our assistant and get basic help and support immediately, but to carry out any workflow you must first create an account. To create an account you must signup and subscribe to one of our plans which you can do from the website as explained earlier. You can also login from third party chat platforms if you already have an account, but usually you are not able to subscribe for a plan there. New users of our services through third party chat platforms get access to our free plan upon login from directly in the app, an account will be created for you and a login session started automatically.

Our free plan includes:

• 5 e-sign requests per month
• 1 reusable template
• AI-powered document intelligence
• Contextual document search

For more features and services beyond the free plan, you will need to upgrade your subscription to a paid plan which can be done when you login to our website using the same account that you used to obtain your free plan. See upgrading plan for more information. Please use the login with [your platform] button from our login page to gain access if your account was created through a free plan.