PodPis vs konkurencja: który podpis elektroniczny wybrać?

Quick Start with PodPis — Installation and First Steps—

PodPis is an electronic signature solution designed to streamline signing workflows for individuals and businesses. This guide walks you through installing PodPis, setting it up, and taking your first steps to create, send, and manage signed documents.

What you’ll need before you begin

• A PodPis account — sign up on the PodPis website with your email.
• Compatible device — Windows, macOS, Linux, or a modern mobile device (iOS/Android).
• Internet connection — required for account setup, document sending, and verification.
• Identity documents — depending on local regulations, you may need to verify your identity using ID or phone verification.

Installation

1. Choose your platform

   • Visit the PodPis website and select the installer for your operating system, or download the mobile app from the App Store / Google Play.

2. Download and run the installer

   • On desktop, open the downloaded file and follow the on-screen installation prompts.
   • On mobile, tap Install / Get and wait for the app to download.

3. Sign in or create an account

   • Open PodPis and sign in with your email and password, or use SSO if your organization provides it.

4. Verify your identity (if required)

   • Complete any prompted identity verification steps (upload ID, phone/SMS code, or video verification) so you can use qualified electronic signatures where applicable.

Initial configuration

• Set up two-factor authentication (2FA) for added security — enable via SMS, authenticator app, or email.
• Configure signature preferences (visual appearance of the signature, default signing reason, and signature placement).
• Integrate your cloud storage (Google Drive, Dropbox, OneDrive) to easily import and export documents.
• Add team members and define roles (Admin, Editor, Viewer) if using PodPis for business.

Creating and sending your first document

1. Upload a document

   • Click “New Document” or “Upload,” then choose a PDF, DOCX, or other supported formats.

2. Prepare the document for signing

   • Add signature fields, date fields, text fields, and checkboxes for each signer.
   • Assign each field to a specific signer by email.

3. Add signers and set signing order

   • Enter signer emails and names. Optionally set a sequential signing order or allow parallel signing.

4. Compose an email message

   • Write a brief message and set a signing deadline or reminders if needed.

5. Send for signature

   • Review and click “Send.” Signers will receive an email with a link to review and sign.

Signing a document (for signers)

• Open the email and click the secure link.
• Verify identity if prompted (SMS code or ID).
• Click each signature box and apply your signature (draw, type, or use a pre-saved signature).
• Confirm and finish signing. A final signed PDF will be available for download.

Managing signed documents

• Access signed documents from the Dashboard or your linked cloud storage.
• Download, share, or archive signed files.
• View audit trail and signature verification details (timestamp, IP, verification method).
• Revoke or reissue signatures if permitted by your organization’s settings.

Tips and best practices

• Use templates for frequently used documents to save time.
• Enable reminders and deadlines to speed up signature collection.
• Regularly review access permissions for shared documents.
• Keep backup copies in your cloud storage.
• Train team members on correct signing order and field assignment to avoid delays.

Troubleshooting common issues

• Not receiving email invites — check spam, confirm email addresses, and resend invites.
• Verification problems — ensure ID photos are clear and match the information provided.
• Signature placement issues — adjust field sizes and positions; use preview mode before sending.
• Mobile signing failures — update the app, check network connection, or try signing on desktop.

PodPis simplifies signing workflows whether you’re an individual or part of a team. With the steps above you should be able to install, configure, and start using PodPis quickly and securely.