User Guide

Creating Your Account

1. 1Visit the Read & Sign website and click Get Started.
2. 2
   Fill in the registration form:

   • Organisation name — the name of your company
   • Your full name — your first and last name
   • Work email — the email you'll use to sign in
   • Password — minimum 6 characters
3. 3Click Create Account. You'll be taken to set up your subscription. All plans start with a 14-day free trial — no credit card required upfront.
4. 4Once complete, you'll land on your Employer Dashboard.

Signing In

1. 1Go to the Read & Sign login page.
2. 2Enter your email and password.
3. 3
   Click Sign In. You'll be directed to either:

   • The Employer Dashboard (if you're an Employer or Superuser)
   • The Employee Dashboard (if you're a standard employee)

Understanding Roles

Read & Sign has four roles, each with different levels of access:

Your Dashboard

When you sign in, you'll see your My Documents page showing all documents assigned to you:

• Document title and version number
• Due date (if one has been set by your administrator)
• Status — whether you've signed or still need to sign
• Overdue indicator — highlighted if the due date has passed and you haven't signed yet

Reading & Signing a Document

1. 1Click on any unsigned document from your dashboard.
2. 2The document viewer will open, displaying the full PDF.
3. 3Read through the entire document carefully. There is a short waiting period (5 seconds) before the signing option becomes available — this ensures you have time to begin reading.
4. 4Tick the confirmation checkbox: “I confirm that I have read and understood this document in its entirety. I acknowledge its contents and agree to comply with the policies set out within.”
5. 5Type your full name in the signature field.
6. 6Click Sign Document.
7. 7You'll see a green confirmation screen. Click Back to Documents to return to your dashboard.

Viewing Your History

Click History in the sidebar to see a complete record of every document you've signed, including:

• Document title
• Your signature text
• Version number signed
• Date and time of signing

Dashboard Overview

Your dashboard gives you a quick snapshot of your organisation:

Each active document is listed with its completion rate, colour-coded: green (100%), amber (80–99%), red (below 80%), or grey (no assignments).

Managing Documents

Uploading Documents

1. 1Click the Upload button.
2. 2Drag and drop PDF files or click to browse. You can upload multiple files at once.
3. 3For each file, edit the title and select departments/groups.
4. 4Click Upload All to save.

Document Actions

Managing Groups (Departments)

Groups help you organise employees by department, team, or any other logical grouping.

• Create a group — Click Create Group, enter a name (e.g. “Operations”, “Safety”), and click Create.
• Add members — Click Add Member on any group card and select an employee from the dropdown.
• Remove members — Click the × on any member's name badge. Employees can belong to multiple groups.

Managing Assignments

Assignments connect documents to the people who need to sign them.

1. 1Click New Assignment.
2. 2Select a document from the dropdown (only active documents shown).
3. 3Choose whether to assign to a Group or Individual.
4. 4Select the target group or employee.
5. 5Optionally set a due date.
6. 6Click Create.

Managing Users

The Users page shows all employees with their name, email, last sign-in, group memberships, outstanding documents, and airport location.

Audit & Compliance

The Audit page is your compliance hub, providing full visibility into every signature collected.

Each audit record shows the employee name, document title, version, signature text, date/time, IP address (with browser info on hover), and SHA-256 hash.

Statistics

The Statistics page provides visual analytics for your organisation.

Changing Your Password

1. 1Click on your profile area at the bottom of the sidebar.
2. 2Click Change Password.
3. 3Enter your current password.
4. 4Enter your new password (minimum 8 characters).
5. 5Confirm the new password.
6. 6Click Change.

Signing Out

Click the Sign Out button at the bottom of the sidebar.