Onboarding checklist for new users

Walk through these steps after signing up:

1. Confirm your email address via the link we sent you. Without confirmation, you can't reset your password or receive invoices.
2. Create your first signature via Signatures → + New signature.
3. Test in a real mail — send a test to yourself from your own mail client and check how it renders.
4. Update your account settings in Account: name, language, optionally 2FA.
5. Decide on a plan — start free with the footer, or upgrade to Team for multiple signatures and no footer.

Optional but recommended

• Enable 2FA for extra account security.
• Fill in your billing profile if you know you'll upgrade to Team — invoices come out correctly from the start.
• Browse the knowledge base (this page) for client-specific install guides.