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Getting Started

Initial Setup​

Step 1: Access Blockpeer Signet​

  1. Log in to your BlockPeer account
  2. From the module selection screen, click on Signet (eSignature)
  3. You'll be taken to the Signet dashboard

Step 2: Understanding the Dashboard​

Signet Dashboard

The Signet dashboard provides a comprehensive overview of your eSignature activities:

Key Metrics:

  • Total ESignatures: All eSignature requests created (23)
  • Draft ESignatures: Documents being prepared (18)
  • Submitted ESignatures: Documents sent for signatures (1)
  • Total Signed: Completed documents with all signatures (4)

Dashboard Features:

  • Real-time statistics on signature status
  • Compliance with eIDAS, ESIGN, and UETA standards
  • Trusted, auditable, and integrated signature tracking
  • Quick access to recent eSignatures

Step 3: Understanding the Two Signature Options​

Choose Signature Method

When you click Sign from the menu, you'll see two options:

Option 1: Send for Signatures

  • Request others to sign your document
  • Distribute documents to multiple parties
  • Track signing progress
  • Receive notifications when signed
  • Use for: Contracts, agreements, NDAs requiring external signatures

Option 2: Sign Yourself

  • Complete your own eSignature process
  • Sign documents immediately
  • No external parties needed
  • Use for: Personal documents, internal forms, self-signing requirements

Step 4: Choose Your Workflow​

When to use "Send for Signatures":

  • Multi-party agreements
  • Contracts requiring client/vendor signatures
  • Employment agreements
  • Service contracts
  • Any document requiring external authorization

When to use "Sign Yourself":

  • Personal document signing
  • Internal acknowledgments
  • Quick self-certifications
  • Testing signature process
  • Documents where you're the only signer

Quick Start Guide​

Creating Your First eSignature Request​

For Sending to Others:

  1. Click Sign in the sidebar
  2. Select Send for signatures
  3. Enter document title
  4. Upload your document
  5. Add parties and signature fields
  6. Click Send
  7. Track signatures in dashboard

For Self-Signing:

  1. Click Sign in the sidebar
  2. Select Sign yourself
  3. Enter document title
  4. Upload your document
  5. Add your signature fields
  6. Complete signature
  7. Download signed document

Dashboard

  • View signature statistics
  • Access recent eSignatures
  • Monitor signing activity
  • Quick overview of pending items

Sign

  • Initiate new signature requests
  • Choose between send or self-sign
  • Quick access to signature workflows

Documents

  • All: View all signature requests
  • Pending: Documents awaiting signatures
  • Scheduled: Future-dated signature requests
  • Completed: Fully signed documents

Team Chat

  • Discuss signature requests with team
  • Collaborate on documents
  • Internal communication

Support Ticket

  • Get help with signature issues
  • Technical support
  • Account assistance

User Guide

  • Detailed documentation
  • Tutorial videos
  • Best practices

Understanding Document Status​

eSignature documents have different states throughout their lifecycle:

Draft

  • Document is being prepared
  • Not yet sent to signers
  • Can be edited and modified
  • Signature fields being configured

Pending

  • Document sent to signers
  • Awaiting signatures
  • Notifications sent to parties
  • Tracking views and interactions

Scheduled

  • Signature request scheduled for future date
  • Will be sent automatically at scheduled time
  • Can be edited before send date

Completed

  • All required signatures collected
  • Document is legally binding
  • Available for download
  • Audit trail complete

Best Practices​

Document Preparation​

  • Ensure document is finalized before sending
  • Review all content for accuracy
  • Check that file is in supported format (PDF recommended)
  • Remove any editing restrictions

Adding Parties​

  • Verify email addresses are correct
  • Use full legal names
  • Include role or title of signers
  • Specify signing order if sequential

Signature Field Placement​

  • Place signature fields clearly
  • Ensure fields don't overlap text
  • Label each field appropriately
  • Add date fields next to signatures
  • Include initials for multi-page documents

Sending Process​

  • Add a clear message to signers
  • Set appropriate deadline if needed
  • Include signing instructions
  • Send test document first (for important contracts)

Tracking and Follow-up​

  • Monitor dashboard regularly
  • Send reminders to pending signers
  • Check analytics for viewing activity
  • Download completed documents promptly

Common Use Cases​

Business Contracts​

  • Service agreements
  • Vendor contracts
  • Partnership agreements
  • Client proposals

Human Resources​

  • Employment contracts
  • Offer letters
  • Non-disclosure agreements
  • Policy acknowledgments

Sales and Marketing​

  • Sales agreements
  • Customer contracts
  • Subscription agreements
  • Terms and conditions acceptance
  • NDAs (Non-Disclosure Agreements)
  • Settlement agreements
  • Legal notices
  • Authorization forms

Real Estate​

  • Lease agreements
  • Property documents
  • Rental contracts
  • Authorization letters

Security and Compliance​

Standards Compliance​

Blockpeer Signet meets international eSignature standards:

eIDAS (EU)

  • European Union regulation for electronic identification
  • Legally binding across EU member states
  • Advanced and qualified electronic signatures

ESIGN (US)

  • Electronic Signatures in Global and National Commerce Act
  • Federal law governing electronic signatures in the USA
  • Ensures legal validity

UETA (US)

  • Uniform Electronic Transactions Act
  • Adopted by most US states
  • Provides legal framework for electronic records

Security Features​

Document Security:

  • End-to-end encryption
  • Secure document storage
  • Tamper-evident technology
  • Access controls

Signature Verification:

  • Multi-factor authentication
  • Email verification
  • IP address tracking
  • Timestamp recording

Audit Trail:

  • Complete signing history
  • All actions logged
  • Signer identification details
  • Court-admissible evidence

Troubleshooting​

Q: I don't see the Sign option in my menu A: Ensure you have the necessary permissions. Contact your administrator to grant Signet module access.

Q: Can I edit a document after sending it? A: No, once sent, documents are locked to maintain integrity. You must cancel and create a new signature request if changes are needed.

Q: How do signers receive documents? A: Signers receive an email notification with a secure link to view and sign the document.

Q: What file formats are supported? A: PDF is the recommended format. Other formats like Word, images, and text files can be uploaded and will be converted.

Q: Is there a limit on document size? A: Documents should be under 25MB for optimal performance. Larger documents may need to be compressed.

Q: Can I add more signers after sending? A: Not to an active document. You need to cancel the current request and create a new one with all signers.

Q: How long are completed documents stored? A: Signed documents are stored indefinitely in the system. You can download them anytime for external storage.

Q: What happens if a signer doesn't receive the email? A: Check spam/junk folders first. You can resend the notification from the document's detail page.

Getting Help​

Support Resources​

In-App Support:

  • Click Support Ticket from the menu
  • Submit detailed description of your issue
  • Attach screenshots if helpful
  • Track ticket status

User Guide:

  • Access comprehensive documentation
  • Watch tutorial videos
  • Review FAQs
  • Learn best practices

Team Chat:

  • Ask colleagues for help
  • Share tips and tricks
  • Discuss common issues
  • Collaborate on solutions

Email Support:

  • Contact support@blockpeer.com
  • Include account details
  • Describe issue clearly
  • Expect response within 24 hours

Next Steps​

Now that you understand the basics:

  1. Read the detailed Sign documentation to learn about creating and managing eSignature requests
  2. Practice with a test document using the "Sign yourself" option
  3. Set up your first multi-party signature using "Send for signatures"
  4. Explore the Documents section to manage all your signature requests
  5. Configure notifications to stay updated on signature progress

Quick Reference​

Common Actions​

ActionSteps
Create new signature requestSign > Choose method > Enter title > Upload document
View all documentsDocuments > All
Check pending signaturesDocuments > Pending
Download signed documentOpen completed document > Download
Track signature progressDashboard > Recent eSignatures > View
Cancel signature requestOpen document > Cancel (available for pending only)
Resend notificationOpen document > Resend to signer

Keyboard Shortcuts​

ShortcutAction
Ctrl/Cmd + NNew signature request
Ctrl/Cmd + DGo to dashboard
Ctrl/Cmd + FSearch documents
EscClose dialog/modal

Status Icons Guide​

  • 🟢 Completed - All signatures collected
  • 🟡 Pending - Awaiting signatures
  • ⚪ Draft - Being prepared
  • 🔵 Scheduled - Will send on future date
  • 🔴 Expired - Deadline passed
  • ⚫ Cancelled - Request cancelled