Getting started

This is the shortest route from a new account to a signed document. Each step links to the page that covers it properly — come back here for the order.

1. Create your organisation, or join your company’s

The first screen after signing up asks How will you use AssinaJá?, and explains why:

Your account is your personal sign-in. Documents and the plan belong to an organisation — create a new one, or join your company’s.

There are two paths:

• Create a new organisation — “For yourself or for your company, if it doesn’t use AssinaJá yet. You become the person in charge of the organisation and start on the free plan.”
• Join my company’s organisation — “Does your company already use AssinaJá? Ask the person who manages the account for access. No new organisation is created.”

On either path, Back to the options returns you to this choice.

How to choose between the two is in Create your account.

Create a new organisation

The Create a new organisation screen has two fields, both already filled in:

• Name — yours. You can leave it blank; the platform resolves it from the external account or the email.
• Organisation name — the only required field, at most 50 characters. It comes suggested: for a company email, the domain (ana@grupo-silva.pt → Grupo Silva); for Gmail, Outlook, Sapo and the like, your own name. It is a suggestion — type over it if it does not fit.

Then Complete onboarding. You become the organisation’s Owner, on the free plan. The organisation’s country defaults to Portugal; you change it later in Settings.

Join your company’s organisation

If your company already has an account, do not create another: ask for access. On the Ask to join your company’s organisation screen you enter the Company VAT number or email of the person who manages the account and, if you like, a Message for the approver (optional). Then Send request.

For privacy, we don’t tell you whether the organisation exists. If it does, the people who manage it receive your request by email.

Next you see Request sent, with your Open requests. You get an email when the request is approved or declined; meanwhile you can use Check again, Cancel request, or give up and Create my own organisation.

The details of the request — what the approver sees, and what happens if you already have a free organisation of your own — are in Ask to join your company’s organisation.

If you came in through an invitation

With a pending invitation there is no choice to make. The screen is Almost there! — “Tell us a bit about you to finish setting up your account.” — with only your Name, and in place of the organisation field you see “You are joining:” followed by the name of the organisation that invited you. See Accept an invitation.

You may see an even shorter version first

If you open the application with an account that has no organisation yet, the application itself asks for the name, under Welcome to AssinaJá — “Confirm your organization’s name to get started.” A single field, with the same suggestion and the note “You can change it later in Settings.”, and Create organization.

The VAT number and billing address are not asked for on this screen. They live under Settings → Organization → Data, and the home screen reminds you while they are missing. Fill them in before you buy anything; they end up on your invoices. → Complete your organisation’s data

2. Send your first document

Do this before configuring anything else. It takes four steps and it teaches you the model faster than reading about it.

→ Send a document for signature

On a free organisation, the first send first asks you to confirm your mobile number by SMS — once only. The application offers it as soon as you arrive, in Confirm your mobile number; you can choose Later and do it when you send. → Confirm your mobile number

If the document is yours alone — a statement, a power of attorney — New document has a shorter path, Sign it myself, now, with no recipients. → Sign a document yourself

The two decisions that matter are each signer’s signature type and the Signing order — one after another, or everyone at once. If you are unsure, start with Simple signature for internal approvals, and read Signature levels before sending anything contractual.

3. Watch it complete

Your home screen counts documents by Draft, Sent, Received and Completed. The document list breaks the same thing down per recipient, so you can see who is actually holding things up.

→ Track and manage documents

Once everyone has signed, download the signed PDF and its Completion Report, and keep them together.

→ Validate a signed document

Then, in whatever order suits you

Sending the same document repeatedly? Build a template from a DOCX with the fields marked up, and you fill in a short form instead of repeating the wizard. → Create a template

Sending to the same people repeatedly? Save them as contacts, and group them. → Manage contacts and groups

Bringing in colleagues? Decide what each of them should be able to do before you invite them — the defaults are sensible but worth understanding. → Roles and permissions

Running out of signatures? Extras top up a single feature without changing plan. → Plans, credits and extras

Connecting your own systems? One API key per system, scoped to what it needs. → Create an API key

Getting help

• FAQs are available in the app
• Support — suporte@assinaja.pt