Administrator production-launch checklist

Everything to verify before your organisation starts sending real documents.

1. Confirm administrators

   Confirm the owner and at least one backup administrator, both with two-factor authentication.

   Confirm owner and backup administrators.

2. Build teams and groups

   Create teams and least-privilege groups that match how your company actually works.

   Create least-privilege groups.

3. Set defaults and branding

   Configure document defaults, branding, and a monitored Reply-To address.

   Lock in document defaults before launch.

4. Run a four-role test

   Send a test document using Signer, Approver, Viewer, and CC, and check reminders and expiration behaviour.

   Test every recipient role before launch.

5. Verify the evidence

   Verify the completed PDF, certificate, activity history, and audit evidence.

   Check the completed record and its evidence.

6. Prepare integrations

   Create one reusable template, issue API tokens only for approved server-side integrations, and configure webhook verification, retries, deduplication, and monitoring.

   Issue tokens only for approved integrations.

7. Document your procedures

   Write down retention, backup, update, and incident-response procedures before go-live.

   Result: The organisation is ready for production use.