---
title: User Guide
description: Learn how to send documents for signing, create templates, and collaborate with your team.
---

## Getting Started

New to Documenso? Start here to create your account and send your first document.

<Cards>
  <Card
    title="Create an Account"
    description="Sign up and configure your profile."
    href="/docs/users/getting-started/create-account"
  />
  <Card
    title="Send Your First Document"
    description="Upload a PDF, add recipients, place fields, and send for signing."
    href="/docs/users/getting-started/send-first-document"
  />
</Cards>

---

## Documents

Upload, prepare, and send documents for electronic signatures.

<Cards>
  <Card
    title="Upload and Prepare"
    description="Upload your PDF and configure document settings."
    href="/docs/users/documents/upload"
  />
  <Card
    title="Add Recipients"
    description="Specify who needs to sign, approve, or view."
    href="/docs/users/documents/add-recipients"
  />
  <Card
    title="Add Fields"
    description="Place signature, text, date, and other fields."
    href="/docs/users/documents/add-fields"
  />
  <Card
    title="Send and Track"
    description="Send for signing and monitor progress."
    href="/docs/users/documents/send"
  />
  <Card
    title="Direct Links"
    description="Share signing links without email invitations."
    href="/docs/users/documents/direct-links"
  />
</Cards>

---

## Templates

Create reusable templates for documents you send frequently.

<Cards>
  <Card
    title="Create Templates"
    description="Build templates from scratch or from existing documents."
    href="/docs/users/templates/create"
  />
  <Card
    title="Use Templates"
    description="Send documents using your saved templates."
    href="/docs/users/templates/use"
  />
</Cards>

---

## Organisations

Collaborate with your organisation on document signing.

<Cards>
  <Card
    title="About Organisations"
    description="Learn about organisations and how they work."
    href="/docs/users/organisations/overview"
  />
  <Card
    title="Create a Team"
    description="Set up a team within your organisation."
    href="/docs/users/organisations/create-team"
  />
  <Card
    title="Manage Members"
    description="Invite members and assign roles."
    href="/docs/users/organisations/members"
  />
  <Card
    title="Single Sign-On"
    description="Configure SSO for your organisation."
    href="/docs/users/organisations/single-sign-on"
  />
</Cards>

---

## Settings

Configure your account and security options.

<Cards>
  <Card
    title="Profile"
    description="Update your name, email, and signature."
    href="/docs/users/settings/profile"
  />
  <Card
    title="Security"
    description="Manage passwords, two-factor authentication, and passkeys."
    href="/docs/users/settings/security"
  />
</Cards>

---

## Prerequisites

To follow this guide, you need a Documenso account. You can [create a free account](https://app.documenso.com/signup) or use a [self-hosted instance](/docs/self-hosting).

---

## Looking for Something Else?

<Cards>
  <Card
    title="Developer Documentation"
    description="Integrate Documenso into your applications using the API."
    href="/docs/developers"
  />
  <Card
    title="Self-Hosting Guide"
    description="Deploy and run your own Documenso instance."
    href="/docs/self-hosting"
  />
</Cards>
