Set Up Vinesign

This article discusses how to set up a Vinesign account, how to add users to Vinesign, and how to change privacy settings for documents and templates.

Vinesign is a tool for filling and signing PDFs that allows users to text or email important documents to clients. For more information on how to use Vinesign, read Vinesign.

• Create an Admin Account
• Add Users
• Privacy Settings
• Organization Custom Messages
• Integrate

Create an Admin Account

The first step to signing up is to create a Vinesign Admin account. The user who signs up will be the Company Admin, and will be able to add new users, run reports to monitor signatures, and see all documents created by any user. While other users can be made admins, the Vinesign Company Admin cannot be changed, so choose wisely. Learn more about admin settings.

Filevine can help you set up a Vinesign account. To learn more about setting up an account with Vinesign, contact your Filevine sales representative, or call  801-657-5228 or email info@filevine.com.

Add Users

Once you have created an account with Vinesign, you can then add additional users to that account. Follow the steps below to add users:

1. Navigate to the Team Tab. On the main page of Vinesign, click the Team tab on the top. This page will show you any users you have.
2. Click the + Add Team Member button. In the right top corner, click the + Add Team Member button.
   
   
   
   
3. Create a team member. Fill out the information in the form. When you are finished, click the Create New Team Member button at the bottom.

Read more about adding and disabling users and giving users Admin permissions. 

Private Settings

Admins can enable private documents, private templates, or both for any of their users. Documents and templates created by that user will then be accessible only to the user who created them and to any Admin users. Admin users can view and use all templates and see all documents.

Enabling Private Settings

To enable private settings for a user, select Team at the top of the page and click Edit next to the user you want to enable.

Select Enable Private Documents, Enable Private Templates, or both and then Save to enable private documents or private templates for that user.

Organization Custom Messages

Custom messages can be set for individual templates or individual documents, but a custom message can also be set for the entire organization by selecting Settings from the top of the main page in Vinesign. 

In the Message Settings section of the Settings page, edit the messages as desired. To revert to the default messages, click Load Default. When you’ve made the desired changes, click Save Changes. Learn more about organization custom messages. 

Integrating with Filevine

An Org in Filevine can be integrated with Vinesign. To integrate with Vinesign, send in a support request for a Vinesign integration.