Set up your profile and signature

Confirm the identity recipients see and create the signature you reuse across documents.

1. Open Profile settings

   Open Account Settings and select Profile.

   Open Profile settings from the account menu.

   Result: Profile fields are editable.

2. Confirm your identity

   Confirm the full name and email address.

   Verify the identity displayed to senders and recipients.

   Result: Senders and recipients see the correct name.

3. Add an avatar

   Upload or replace the personal avatar if allowed.

   Add an optional profile image.

4. Create your signature

   Create or update the stored signature only when company policy permits reusable signatures.

   Create or update the personal signature.

   Note: A stored signature speeds up signing but must follow your organisation’s policy.

5. Save the profile

   Save and confirm the updated profile.

   Result: The profile changes are stored.

What happens next

• Learn the dashboard so you can find documents quickly.