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Electronic Signature

Electronic Signature training and support resources

Training videos by role, help center articles, and support channels for ZapSign

Reference

Electronic Signature training and support resources

In simple terms: This page lists the training, documentation, and support channels for ZapSign. Use it to onboard new users and to find answers after you go live.

ZapSign Academy

ZapSign Academy is on-demand training of about 60 minutes, in Spanish and English. It walks through the full signing flow of a contract. Recommend it to every new user as the first step.

Video paths by role

Role Videos Duration
User who sends documents 4, 5, 10, and 11 7 min
Administrator 1, 3, 9, 10, and 12 13 min
Support team 5 to 8 6 min
Technical team 14 to 16, and 18 65 min
Full training 17 and 19 85 min

Videos

# Phase What you’ll learn Duration
1 Account Create users and user groups 1:18
2 Account Create contacts 0:57
3 Account Add users and access levels 0:55
4 Signing process Create documents one by one 1:42
5 Signing process Sign with a code (OTP) 1:05
6 Signing process Sign with a selfie 1:03
7 Signing process Sign with a photo of the ID document 1:23
8 Signing process Sign with facial recognition 2:20
9 Account Customize the branding 0:41
10 Signing process Set up a reusable template 1:59
11 Signing process Upload template documents 2:13
12 Signing process Set up PDF templates 8:09
13 Operation How batch signing works 0:29
14 Integration ZapSign with HubSpot using Make 5:44
15 Integration ZapSign with Google Drive using Make 4:07
16 Integration Automate documents with Google Sheets 14:23
17 Training General platform training 35:50
18 Integration Webinar: HubSpot and ZapSign integration 41:14
19 Training Webinar: identity validation 49:08

Help center and documentation

Resource What you’ll find
Document creation Sending, signing order, reminders, deadline, authentication
Platform use Users, SSO, 2FA, folders, reports, batch signing
Templates DOCX templates and best practices
API & Integration Make, Zapier, HubSpot, IPs, and CORS
FAQ Common questions from users and signers
API documentation Technical reference, webhooks, iframe

Support channels

Channel Use it for
support@truora.com or WhatsApp General support
Your Truora account executive Implementation, advanced validators, and batch signing

To set up ZapSign step by step, see the Electronic Signature general implementation guide.