Documents, SignPages & Templates
Explore the various ways you can create, issue, send and sign documents with Connie.
26 articles
- Collecting signatures and storing documents on ConnieConnie offers several ways to collect signatures and store documents. This article explains the options and when to use each.
- Expiry Dates – Set, control and monitor contract durationThis article explains how to set default expiry dates on your contracts, control who can change them, and keep track of contracts that are about to expire or have already…
- Your document overviewConnie gives you two ways to view your documents: within a specific Project, or across your entire account. This article explains both.
- Add an additional recipientAdditional recipients receive a copy of a signed document automatically, without needing to sign it themselves.
SignPages
Here’s everything you need to know about SignPages.
- What is a SignPageSignPages are one of Connie’s unique features. Specifically developed to collect a lot of signatures quickly and easily.
- Collecting signatures with a SignPageA SignPage is a document you publish once and share with many signers – all through a single URL or QR code. This article explains how to set one up.
- Use SignTags to collect signatures for your SignPageSignTags let you share a SignPage through QR codes, making it easy for large groups to sign on the spot.
- Connect a SignTag with your SignPageFind out how to link a physical SignTag to your SignPage and start collecting signatures on the go.
- Deactivate a SignPageDeactivating a SignPage prevents anyone from visiting the SignPage address or submitting a new signature. This article explains how to deactivate and reactivate a SignPage.
Individual Documents & Contracts
Here’s everything you need to know about creating, issuing, and uploading individual documents & contracts.
- Collecting signatures for one individual contractThis article explains how to issue a document or contract for one or more specific signers.
- Uploading and storing a document on ConnieTo help you centralise all your documents, you can also upload and store documents in Connie
- Send a PDF for signatureYou can upload any PDF to Connie and send it for signature directly – no template or setup needed.
- Download document draft as PDFYou can download a draft as a PDF before sending it for signature. Useful for sharing with anyone who needs to review it first.
Templates
Here’s everything you need to know about templates.
- Introduction to templates on ConnieThis is a brief introduction to templates on Connie. When does it make sense to create templates and what are the benefits of templates.
- Creating a template for frequently used documents & contractsTemplates save time when creating and sending contracts or documents. Use them for standard agreements or frequently used files.
- Connie's templates: what we share and how to use themWe share document and contract templates with you on Connie. Here's what you can expect.
- How to use Connie's templatesNot sure where to start? Our ready-made templates are here to help.
- How to hide templatesYour template list can grow quickly. This article explains how to hide templates you no longer need – either all Connie templates at once, or specific ones individually.
- Customise a template shared by ConnieConnie provides a set of ready-made templates to help you get started. This article explains how to make a copy and adapt one to your needs.
- Permissions explained: Manage templatesThis article explains how template permissions work in Connie and what team members can do depending on their access level.