Archive of Platform usage

Affiliate program

Get to know the Assin affiliate program: activate your profile, share your link, follow referrals and withdraw your commission by Pix.

Folders: organize your envelopes

Learn how to create folders and subfolders on Assin, add and move envelopes between them and find everything faster.

Getting to know the Assin platform

A quick tour of the Assin side menu, top bar and avatar menu, with links to each subject.

Invoices: billing history

Check on Assin the billing history of your plan: reference, date, due date, reason, status, amount and payment by Pix.

Signing via WhatsApp and SMS

Send the signature request by WhatsApp or SMS to people who do not use e-mail often, and learn how the notification credit cost works.

Using Assin as a company

See what the company (PJ) account has beyond the individual one on Assin: team, reports, batches, templates, integrations, plans and invoices.

Using Assin as an individual

See what the individual (PF) account has on Assin, what is only for companies and where to find plans, invoices, documents and credits.

How to view and manage documents

The documents area gathers the platform files. See how to access, search, sort, view and use a document to create a new envelope.

How to Enable Two-Factor Authentication (OTP)

Enable two-step verification by e-mail and set up an authenticator app to protect your Assin account.

Cancel subscription

See how to cancel the renewal of your Assin plan, from the Plans screen and the payment portal.

Change plan

See how to check your current plan, compare monthly and annual plans and subscribe to, change or cancel the renewal of a plan on Assin.

Email validation: how does it work?

Require the signer to confirm their email with a 6-digit code before signing, strengthening identity in the signature.

How to share the envelope signing link

Copy a signer's signing link from the Envelope Details and share it without waiting for the email.

How to allow browser location access

How to allow your browser to access your location so you can open and sign the envelope, on computer and phone.

Facial recognition: how does it work?

How facial recognition works on signers' photos and how to approve or reject a submitted photo.

Create templates

Create a template on Assin with fields between double braces and generate ready documents by filling in only the values.

Block Envelope

Sent the envelope and noticed a mistake? Block it, fix it and unblock it so the signers sign the right version.

Buy additional credits

Ran out of credits before the end of the month? See how to buy additional document credits and notification packages on Assin.

Envelope signature status

Understand each envelope status on Assin and what you can do in each one.

Resending notifications

See how to remind signers who have not signed yet: automatic resend routine, manual resend by e-mail, WhatsApp or SMS and copying the link.

Validate photo

Request a photo of the signer during signing and learn how to approve or reject the submitted photo.

What is a notification?

Understand how Assin notifies signers by e-mail, SMS or WhatsApp, when each channel uses credit and how to buy more.

Create account

See how to create your Assin account: choose a plan, fill in your details, enter payment and confirm your order in 3 steps.

Login

See how to sign in to the Assin platform with e-mail and password or with your Google account, and how two-step verification works.

Password Recovery

Forgot your password? See how to request the reset e-mail and create a new password on the Assin platform.

Subscribe to a Plan

Get to know the Assin plans for companies and individuals and see how to subscribe to yours through the plans page and the checkout.