Video explainer

Welcome to our video learning centre. Here you can find a variety of videos describing our features.

Understanding the Yoti sign dashboard

Learn how to access and navigate Yoti Sign platform.

Simple signer flow

Send the first document in 5 simple steps. See how the signer accesses and signs a document.

Templates

Build a digital version of the document, save it on the platform and reuse it as a template.

Adding Yoti identity verification

Prove identity of the signer and obtain 7 identity attributes on point of signing.

Signing order

When a document has several signers, determine which one of them should sign first.

Edit recipient

Update email address or name of the recipient.

One time password

Turn on one time passcode for greater security.

Bulk send

Use a CSV template and send it to up to 1,000 recipients.

Organisations

Manage users and teams across the entire organisation, view documents’ status sent by the organisation.

Reminders

Set how often you want to send reminders. There are 3 options, how frequently reminders will be sent.

eWitnessing

Get documents signed and witnessed. Select an option to require a witness from the signer.

Edit a witness

Edit details of the witness.

Designing a document

Choose from 5 different tools, add fields to the document to fully digitise it.

CC recipient

Add a person to the signing flow who will be able to access and review the document without a need to sign it.

Wet signature

Edit the look of the signature and choose from three options.

Managing wet signature

Edit wet signatures as an admin.

Attachments

Add an additional document as an attachment.

Embedded signing

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