Find and test endpoints in API Explorer

Use API Explorer to find SignDex API operations, inspect request and response examples, and try a request from the portal. Before you begin Use an account that can open API Explorer. For testing, use an approved test environment and data you are authorised to access. Explorer can use a browser session or an API key […]

Create an API key for your organisation

Create API credentials in Organization Profile → API Tokens for a server-to-server integration with SignDex. The portal describes these credentials as a key and secret pair. Before you begin Sign in as an organisation owner or administrator. API Explorer specifies this requirement for credential creation. Confirm you are working in the intended organisation and environment. […]

Resolve sign-in and access problems

Use this guide when you cannot sign in, cannot find a document, or see an access restriction. If sign-in fails Confirm that you are using the sign-in address provided for your organisation. Enter the email address associated with your SignDex account. Re-enter your password carefully, checking for typing errors. If you do not know your […]

Resolve PDF upload problems

Use these checks when a file will not upload or Next: Add Signers remains unavailable. Check the file requirements The upload form accepts up to five PDFs, with a maximum of 25 MB per file. Problem What to do The file is not a PDF Export or save it as a PDF in the application […]

Set up your saved signature and initials

Add a signature appearance and initials in My Profile for use with document fields. Before you begin Sign in to your own account. If you plan to upload images, prepare PNG or JPG files no larger than 2 MB each. A clear, high-contrast image is easier to read; the page recommends a transparent background. Upload […]

Update your personal profile

Keep your name, job information, and contact details up to date in My Profile. Before you begin Sign in to your own SignDex account. Edit your details Select your name or profile entry in the application navigation. On My Profile, review First Name and Last Name. Update Job Title and Department as needed. Under Contact […]

Download a Certificate of Completion

Use the completed document viewer to obtain the Certificate of Completion offered for a workflow. Obtain Certificate of Completion file from the Downloaded ZIP folder Go to ACTION session to download Certificate of Completion file only Before you begin You need access to a document marked COMPLETED. Download the certificate Open Documents. Select Completed and […]

Download a completed document

Find a completed workflow and use its download controls to save a local copy. Before you begin Sign in with an account that can access the document. Confirm that the workflow is marked COMPLETED. Download from the document list Open Documents. Select Completed. Locate the document by its title. Use search if needed. Confirm its […]

Find documents and track workflow progress

Use the Documents page to locate a workflow, check its status, and see available actions. Before you begin Sign in with the account associated with the document. The list reflects the documents available to that account. Find a document Select Documents from navigation. Choose Action Required, Waiting on Others, Completed, Sent, or All Documents, depending […]

SignDex Help Center publishing instructions

Add PDF files and their basic details before proceeding to the signer setup stage. Before you begin Sign in to SignDex. Prepare up to five PDF files, with a maximum size of 25 MB per file. Choose a clear document title so you can find the workflow later. Upload your files Open Documents and select […]