Quick Setup Guide: Configuring Your Account

Ten minutes of setup makes every future document faster. Work through this checklist once, and Inkfree will fit your workflow like a glove. 

1. Complete Your Profile 

1.  Click your avatar in the top bar and open Settings → My Profile. 

 2.  Add your first and last name, company name, and contact number. 

3.  Upload a profile photo — your recipients see who's asking them to sign. 

Your name and company appear on every sign request you send, so keep them accurate. 

2. Save Your Signature and Initials 

1.  Open Signatures & Initials from your profile menu. 

2.  Draw, type, or upload your signature and initials. 

From now on, signing anything takes one click. 

3. Lock Down Security 

1.  Go to Settings → Security. 

2.  Enable two-factor authentication (2FA) with your authenticator app. 

3.  Consider adding a passkey for password-free logins on your devices. 

4. For Admins: Set Up Your Team 

1.  Settings → Teams — invite members by email. 

2.  Settings → Roles — assign roles or create custom ones with granular permissions. 

3.  Settings → Document Settings — set default expiration and reminder cadence for all new requests. 

4.  Settings → Security Policies — enforce 2FA and password rotation org-wide.