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Starter Presets & Documents
Prepare source PDFs, work with starter presets, and manage completed document artifacts.
Use the current preset system accurately and keep drafts organized before delivery.
Prepare and upload the right PDF so later signing work stays clean and predictable.
Use titles, descriptions, references, categories, and tags to keep packages organized.
Keep unfinished document work clear so the send step only happens when a package is truly ready.
Return to an unfinished package instead of starting over.
Prepare the document surface so required signing and fill steps are clear.
Make sure every required action belongs to the right signer or approver.
Use the final review step to confirm the package is truly ready for delivery.
Know what Signelio expects at upload time and what to do with unsupported source files.
Use lightweight organization rules so sender views and archives stay easy to scan.
Retrieve the finalized PDF once the signing workflow is complete.
Export the supporting artifacts that accompany a completed signing package.
Know when to resend, when to reopen a draft, and when a corrected package should become a new version.
Make source documents easier to review, sign, and archive before they enter the workflow.
Use the completed archive as the evidence-oriented destination for finalized workflows.
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