Annature Help Center
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Getting Started
Envelopes
Envelope Basics for Senders
Envelope Basics for Recipients
Document Fields
Envelope Authentication
Message Templates
Advanced envelope features
Templates
Identity verification
Sending an identity verification
Completing an identity verification
Address book
Personalise & Branding
Your Account
Your Organisation
Integrations
Xero
Xero Practice Manager
FYI
Xplan
Close CRM
HubSpot CRM
Microsoft Entra ID (Azure Active Directory)
Worksorted
Google Chrome Extension
Settings
User account settings
Organisation settings
Groups
User Management
Email Notifications
Billing
Developers
Add-ons
Labels
Automatic reminders
Message templates
Envelope preferences
Security
Compliance
Data Security
Security Tips
FAQs
General FAQ's
Team members and groups
Envelope FAQ's
Identity verification FAQ's
Billing FAQ's
Guides and answers from the Annature team
Getting Started
The getting started category covers the initial settings and preferences you should first configure when creating an account.
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Envelopes
Learn everything you need to know about creating, sending, and signing envelopes with Annature in this category.
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Templates
Learn how to create, edit, and share document templates in Annature. Discover how to apply markers to template names for easy identification.
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Identity verification
This category explains how to verify your clients' identities and meet the Tax Practitioners Board (TPB) Proof of Identity guidelines.
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Address book
The category covers how the address book works and the best practices using it to streamline your workflow.
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Personalise & Branding
Personalise you Annature account to work for you. Learn more about branding your Organisation like uploading your logo in this category.
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Integrations
Connect Annature with your favourite apps your already use in your stack. Learn how to use and connect integrations in this category
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Settings
This area is for administrators and covers managing your organisation, configuring envelope settings, managing users, and more.
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Security
Security is paramount at Annature. This category explains our security qualifications and more information about your data and account.
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FAQs
Annature's top frequently asked questions are answered in this category. If you have a burning question, feel free to reach out to support.
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