--- title: I Am New to WeSignature. What Are Some Tips and Best Practices? description: Tips --- [Skip to content](https://www.wesignatures.net/wesignature-help/tips-and-best-practices#main-content) English - United States Show submenu for translations [![](https://www.wesignatures.net/hubfs/WeSign%20Logo.png)](https://wesignature.com/) - [Home](https://wesignature.com/) - [Pricing](https://wesignature.com/pricing/) - [API](https://wesignature.com/api/) - [Blog](https://wesignature.com/blog/) - [Contact](https://wesignature.com/contact/) - [Login](https://app.wesignature.com/login) Open main navigation Close main navigation - [Home](https://wesignature.com/) - [Pricing](https://wesignature.com/pricing/) - [API](https://wesignature.com/api/) - [Blog](https://wesignature.com/blog/) - [Contact](https://wesignature.com/contact/) - [Login](https://app.wesignature.com/login) - English - United States Show submenu for translations - Contact Us Contact Us How can we help you? - There are no suggestions because the search field is empty. 1. [WeSignature](https://www.wesignatures.net/wesignature-help?hsLang=en-us) 2. [General](https://www.wesignatures.net/wesignature-help/general?hsLang=en-us) # I Am New to WeSignature. What Are Some Tips and Best Practices? ### **Best Practices and Tips for Using WeSignature** Maximize the benefits of WeSignature with these best practices and tips. Whether you’re a new user or a seasoned professional, these strategies will help you streamline your workflows, close deals faster, and provide an excellent experience for your clients. --- #### **1. Personalize the Experience** - **Use Intro and Outro Videos**: Add a personal touch by including videos that introduce yourself, explain the document, or thank the signer. This builds trust and professionalism. - **Custom Messages**: Write clear, concise, and friendly messages when sending documents for signature to set the right tone. --- #### **2. Optimize Document Preparation** - **Use Templates**: Save time by creating reusable templates for frequently used documents. Ensure that fields are correctly positioned and aligned with your documents. - **Preview Before Sending**: Always preview the document to ensure all fields are in the correct place and there are no errors. --- #### **3. Combine Signing and Payments** - **Enable Payment Collection**: Take advantage of WeSignature’s integrated payment feature to collect payments during the signing process. This eliminates delays and speeds up cash flow. - **Clear Payment Instructions**: Ensure payment fields are labeled clearly, so signers know exactly what to do. --- #### **4. Manage Your Workflow Efficiently** - **Track Document Status**: Use real-time notifications to monitor when documents are viewed, signed, or completed. - **Set Signing Order**: For multi-party signing, specify the order to ensure the workflow proceeds smoothly and in the right sequence. --- #### **5. Enhance Security and Compliance** - **Audit Trails**: Use WeSignature’s built-in audit trail to maintain a complete history of document activity for legal and compliance purposes. - **Encryption**: Rest assured that all documents are encrypted for maximum security. --- #### **6. Leverage Document Storage** - **Organize Files**: Use folders and tags to categorize documents for easy access later. - **Search Features**: Take advantage of the advanced search tool to quickly locate specific documents. --- #### **7. Engage and Educate Your Team** - **Team Training**: Train your team on how to use WeSignature effectively, focusing on templates, signing workflows, and payment features. - **Shared Templates**: Create a library of templates accessible to all team members for consistent branding and efficiency. --- #### **8. Utilize Support Resources** - **Knowledge Base**: Explore the Knowledge Base for step-by-step guides and troubleshooting tips. - **Reach Out for Help**: Don’t hesitate to contact WeSignature support if you encounter any issues or have questions. --- #### **9. Maintain Professionalism** - **Branding**: Use your company logo and branding within documents to maintain a professional image. - **Follow Up**: After a document is signed, follow up with a personalized thank-you email or video. --- #### **10. Monitor and Improve** - **Review Analytics**: Use WeSignature’s reporting tools to analyze document completion rates, payment trends, and workflow bottlenecks. - **Adjust as Needed**: Optimize your templates, messages, and workflows based on data insights to improve efficiency. --- By following these best practices and tips, you can get the most out of WeSignature, improving your workflow, enhancing client satisfaction, and closing deals faster. - [Support](https://www.wesignatures.net/wesignature-help/support?hsLang=en-us) - [General](https://www.wesignatures.net/wesignature-help/general?hsLang=en-us#main-content) - [Requsting Payments](https://www.wesignatures.net/wesignature-help/general?hsLang=en-us#requsting-payments) - [FAQs](https://www.wesignatures.net/wesignature-help/faqs?hsLang=en-us) - [Troubleshooting](https://www.wesignatures.net/wesignature-help/troubleshooting?hsLang=en-us) - [Integration - HawkSoft](https://www.wesignatures.net/wesignature-help/integration-hawksoft?hsLang=en-us) - [Password](https://www.wesignatures.net/wesignature-help/password?hsLang=en-us) - [Templates](https://www.wesignatures.net/wesignature-help/templates?hsLang=en-us) - [Managing Your Team](https://www.wesignatures.net/wesignature-help/managing-your-team?hsLang=en-us) - [Account Settings](https://www.wesignatures.net/wesignature-help/account-settings?hsLang=en-us) [![Wesign logo2025](https://www.wesignatures.net/hs-fs/hubfs/Wesign%20logo2025.png?width=250&height=43&name=Wesign%20logo2025.png "Wesign logo2025")](https://wesignature.com) 12412 York St. Thornton, CO 80241 [mailto:support@wesignature.com](mailto:support@wesignature.com) Copyright © 2025