New User? Start Here! - New User Quick Start Guide

Welcome to MEsuite!

It’s really easy to start using all our tools. In fact, there are only a few steps to go from 0 to getting your contracts signed and stored on your account.

1

Create a profile and project

If you're new to MEsuite and do not have a profile or project, follow this guide: Creating A Profile From Scratch

If you already have a MEsuite profile, follow these steps instead: Creating A New Project

2

Add project contacts

If you need to add or manage people for your project, follow this guide: How-To: Add, Remove, and Manage Team Members, Vendors, and Contacts To A Project

3

Add a document template to SignME

Import and customize your document template in SignME: How-To: Add a New Document Template to SignME

4

Deploy your documents for signature

Quick deployment guide for team review: Click Here To Download The Guide

5

Manage your documents

After signing, documents are routed to your Document Manager. Helpful topics:

• How-To: Download Your Documents Folder

• How-To: Replace A Signed Release Photo

• How-To: Manually Import Signed Releases

• How-To: Countersign A Document

6

Create another project

When you're ready to create another project: How-To: Create A New Project

That’s it! If you have any questions or feedback please reach out to us at [e-mail]

— Team MEsuite