Setting up your workspace
4 min read
Updated Apr 14, 2026
Each new Signelio account starts with a default workspace. The most useful first-day setup work happens inside profile, notifications, compliance, security, and billing settings.
Before you begin
Owner or admin access if you want to change workspace defaults
Your sender display name and company details
A basic sense of how your team will send documents
Confirm sender identity
Profile settings control display name, signer title, initials, company name, and preferred signature method.
Those details feed into audit trails, certificates, and the authenticated signing experience.
Review workspace defaults
Notifications settings let owners and admins choose reminder cadence, reminder caps, expiration warnings, and whether expired documents are auto-voided.
Compliance settings manage retention windows for completed documents, audit logs, and deleted-account grace periods.
Check security and billing state
Security settings show the current browser session, public signing link defaults, and which enterprise controls are planned or coordinated manually.
Billing settings explain trial timing, token allowance, and how plan changes are handled with the Signelio team today.
Pro Tips
Save your personal signer identity before sending any compliance-sensitive document.
If your workspace has multiple senders, agree on reminder defaults up front.
Use compliance settings to document retention expectations before signed packages begin accumulating.
Was this article helpful?
Use this as a quick signal while the public knowledge base is static.
Need more help?
Our support team is here to assist you.