Quick Start Guide: 3-Minute Initial Setup in Cincel

Welcome to Cincel! Your platform for signing important documents securely and legally.

This guide shows you how to set up your account in just minutes so you can make the most of all our tools.

With these simple steps, you can personalize your experience, organize your documents efficiently, and collaborate with your team from day one.

Step 1: Configure your User Profile

Personalizing your profile facilitates management and helps make your account easily recognizable on the platform.

1. Once you log in to Cincel, find and click on the arrow next to your name in the top right corner of the screen.
2. In the dropdown menu, select the “Profile” option.
3. Complete your required details, such as your full name and preferred language.
4. (Optional) Upload a profile picture for further personalization.
5. Click “Save” to apply the changes.

Step 2: Configure your First Team

Teams are the heart of the organization in Cincel. They allow you to group documents, manage users, and collaborate efficiently.

1. In the left side menu, click on “Teams”.
2. In the Teams panel, you will find one with your name that we have created for you. Click on the 3 dots on the right to Edit.
3. Name your team: Assign a clear and descriptive name (e.g., “Legal Department”, “Sales Contracts”, or your company name). This will help members identify it quickly.
4. Team Logo (Optional): If you wish, you can upload your organization or team logo for further personalization. Click the “Search” button and select your file.
5. Click “Save”.

Setup complete! It’s time to sign!

You have completed the essential setup of your account. Your profile is personalized and you can use your first team.

➡️ The next step is to create your first document for signature. For a detailed guide, see our Quick Start Guide: How to Create and Send Documents.

Other recommended steps

Now that you have your account set up, consider these other actions:

• Invite members to your team: Allow your colleagues to collaborate on document management. Remember that user management in teams requires a Business plan or higher.

• Explore integrations: Connect Cincel with your favorite tools like Salesforce to automate your workflows.

• Review your plans: If you need more documents, liveness checks, or storage, you can purchase add-ons or upgrade your plan at any time.