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Get Started in 5 Minutes

Perry Smith avatar
Written by Perry Smith
Updated this week

βœ… What You Can Do:

  • Get up and running in minutes
    Follow these quick steps to start using Inly right away.

  • Create and send your first document
    From signup to sending - all in 5 minutes.

  • Set up your professional branding
    Make your documents look professional from day one.

Step 1: Sign Up / Log In

Create your Inly account or log in to your existing account at inly.com.

You'll see a welcome screen that looks like this:

[Screenshot: Signup/Login page]

Step 2: Set Up Your Branding

Add your logo and customize your brand colors. This makes your documents look professional and branded.

Step 3: Create Your First Document

Navigate to Documents and click "Create New Document". Choose a template or start from scratch.

You'll see a screen that looks like this:

[Screenshot: Document creation page]

Step 4: Add Recipients to Send

Add recipients (first name, last name, email) to your document. They'll receive an email automatically.

Step 5: Send for Signature

Once your document is ready, send it for signature. Your client will receive a notification and can sign immediately.

Next Steps

Troubleshooting

❓ I can't find the "Create New Document" button.

Make sure:

  • You're logged into your account

  • You're on the Documents page

  • You have permission to create documents

❓ I don't see the branding settings.

Branding settings are typically found in:

  • Settings β†’ Branding

  • Or from your account menu

For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.

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