Help centre · Getting started
Send your first request
Select New request. The first time you do, Refrendo sets up a workspace in your name: there is nothing to configure first.
- Upload: choose a PDF, or try the whole flow with a sample document.
- Recipients: add each person with their name, their email and what they need to do: approve, sign, review (Needs to view) or receive a copy. Select Add myself to send a test to your own inbox and see exactly what signers see.
- Prepare: drag fields onto the pages. Every signer needs at least one signature or initials field.
- Order: decide who acts first. Each step starts only when the one before it is finished.
- Review and send: check the summary, add a message if you like, and send.
Before you can send
If you sign in with a password, turn on two-step verification first (Profile → Two-step verification), or add a passkey and remove your password. Documents you send hold other people’s details, so the account that sends them needs more than a password.
Still stuck?
Email support@refrendo.com.au and a person will reply.