If you have issues with your usage of Superdocu, please read this article and follow the steps explained below. 1. I am getting “Unprocessable entity” when I log in To protect your account from man-in-the-middle attacks, we use CSRF tokens which prevent cross-site request forgery. In a nutshell: we store a unique code in your computer cookies, and we verify this code when you log in. If there is a mismatch, we do not allow you to log in. The solution to this problem is to delete your Superdocu cookies, reload the page and sign-in again. Here are the steps you should follow: On Google Chrome: Copy and paste the following site in your address bar: chrome://settings/siteData?searchSubpage=superdocu Click on the small ‘Trash bin’ icon for each item and delete them all Go back to the sign-in page and reload it, or open the following link in a new window: https://superdocu.com/c/sign_in/ That’s all, you should be able to sign in! On Microsoft Edge Select “settings and more” in the menu Select Settings and more > Settings > Cookies and site permissions. Under Cookies and data stored, select Manage and delete cookies and site data > See all cookies and site data Search for superdocu Delete all cookies in the list Go back to the sign-in page and reload it, or open the following link in a new window: https://superdocu.com/c/sign_in/ That’s all, you should be able to sign in! On Firefox In the menu bar at the top of the screen, click Firefox and select “Preferences” Select the “Privacy & security” panel and go to the “Cookies and Site Data” section. Click on “Manage Data” button, and a “Manage Cookies and Site Data” section will appear. In the “Search websites” field, type superdocu Click on “remove all shown” Go back to the sign-in page and reload it, or open the following link in a new window: https://superdocu.com/c/sign_in/ That’s all, you should be able to sign in! 2. The “Test Workflow” button redirects me to a sign-in page. As you log in both as an admin and a third-party (client or supplier, for instance), we create cookies to store the session for both users. When you click on the “test workflow” button, we create a temporary user so that you can preview what your contacts will view. But if you were already logged in beforehand, there might be a stale cookie left on your computer. If that’s the case, please follow the steps mentioned above for the issue #1, and make sure to also search for your custom domain (eg. onboarding.acmecorp.com) if you have set it up, and delete cookies for it as well. If this doesn’t work, please make sure you allow third-party cookies on your browser.

You might want to push personalization a step further and send Superdocu emails from your own mail server! Luckily, you can add a custom SMTP from your settings easily. All you need to provide us is the following: Your preferred “From” email. Usually, it’s the same email as the one you use to connect to your SMTP. Your SMTP server address. It can be a hostname (like, smtp.yourdomain.com) or an IP Address (eg. 123.123.123.1) Your SMTP server port. It’s usually either 25, 465 or 587. But we advise against using 25 which is unsecure. Your SMTP username. Usually, it’s your email address Your SMTP password. Don’t worry, it’s encrypted. Even us cannot decipher it :) Using a Google Workspace Custom SMTP Here are the recommended steps and parameters to use Superdocu with a custom Google Workspace SMTP. Before you add your configuration to Superdocu, you will need to take extra steps : Go to your Google Workspace admin console Search for SMTP Relay in the Search Bar and click on the “SMTP Relay link”. You will be redirected to the GMail routing settings. Scroll down to the “SMTP Relay Service” section and click on Add a new rule Give your rule a name, eg. “Superdocu SMTP” and add the following settings Authorized senders: only addresses from my domain Tick the box “Require SMTP Authentication” You can then go back to Superdocu and add your settings, which should look this way: From Address yourmail@yourdomain.com Host smtp-relay.gmail.com Port 587 Login yourmail@yourdomain.com Password yourpassword If the SMTP settings do not work and you receive an authentication error, here are the 3 steps you can follow : Create an app-specific password for Superdocu and use it instead of your usual password in Superdocu’s SMTP settings. If it still doesn’t work or you receive a security alert from Google Workspace, enable the “allow less secure apps” setting on this page then go back to Superdocu and try again. If that still doesn’t work, go to the Display Unlock Captcha page and click the button. Then go back to Superdocu and try again. If that still doesn’t work after all these steps, wait for 24 hours and click on “Test” again inside Superdocu. Contact us if it still doesn’t work after this! Using an Office365 SMTP Make sure that you allowed SMTP Authentication. Follow steps here to do so. Usual parameters for office 365 are as follows: From Address yourmail@yourdomain.com Host smtp.office365.com Port 587 Login yourmail@yourdomain.com Password yourpassword If you have two-factor authentication enabled on Office365, it might be an issue. If so, you should follow the steps below: Go to the Security basics page and sign in to your Microsoft account. Select More security options. Under App passwords, select Create a new app password. A new app password is generated and appears on your screen. Enter this app password in Superdocu, instead of your usual password. If it does not work, please contact us so that we can investigate.

Usually, when you’re getting an employee or a customer on board, there are a few items in their to-do, that they should complete to be fully onboarded. A checklist module is an easy, straightforward module to add checklist items for your contacts. Creating a checklist You can create your checklist directly from your workflow, and click on the “configure module” button to start building it. If you prefer, you can also create a checklist from your reusable templates page and use it elsewhere when you create workflows. When you create a checklist inside a workflow, it’ll be automatically added to your reusable template library. Just keep in mind that when you modify a template, it’ll change everywhere, including in your live workflows. For instance, if you add a checklist item, it’ll be added for all your contacts currently in a specific workflow. Adding checklist items Once you are in the checklist configuration page, you’ll be able to add checklist items very easily, and change their order depending on your needs. Just name the task… and you’re done. Hint: you can add HTML links or paste URLs that will be clickable, for example. If you want to link an email address inside the task, you’ll write something like: Contact <a href="mailto:bruce@wayne.com">Bruce Wayne</a> for the Batmobile Feel free to get in touch with us if you have any question or request about the checklists!

Our form builder module allows you to create custom forms for each of your workflows. You can add as many forms as you’d like inside a workflow, and create form templates to reuse inside different workflows. Creating your form You can create your form directly from your workflow, and click on the “configure module” button to start building it. If you prefer, you can also create a form from your reusable templates page and use it elsewhere when you create workflows. When you create a form inside a workflow, it’ll be automatically added to your reusable template library. Just keep in mind that when you modify a template, it’ll change everywhere, including in your live workflows. For instance, if you add a question, it’ll be added for all your contacts currently in a specific workflow. Customizing the form When you arrive in your form builder page after clicking the “configure” button, you’ll be able to change the form’s global settings: Name Title Description Call to action To do so, just click on the “pencil” button next to your form’s title and it’ll open a popup as in the screenshot below: Adding form inputs Now, once you’ve set your global settings, you can start building your form and creating questions. You can choose between several types of inputs: Short text: perfect for short answers like a first name or a last name. Long text: perfect for longer paragraphs or a full address Number: if you’d only like numbers to be input, such as a post code. As a warning: this only includes absolute numbers, which means this is not adapted to decimal numbers or phone numbers starting with a zero. URL: must begin with http(s):// Date: it’ll show a nice calendar for people to choose a date Email address: we’ll do a check to see if it’s a real e-mail address A list of options: this will create a select dropdown with all options you’d like to add. Multiple choices: a question where people can select several answers at a time. Radio: a question for people to choose only one answer. A checkbox: ideal if you need people to accept terms and conditions, for example. Country: A special input type with a list of all countries (so you don’t have to write them all manually!) For each of those, you’ll be able to add information, such as: Internal input name: the internal name you will use (eg. Email) Label: the name you’d like to show (*eg. “Your e-mail address”) Placeholder (when relevant): the example answer you expect, (eg. bruce@wayne.com) Once you’re done with building your form, you can preview it easily and reorder questions to your liking, as in the screenshot below: …and you’re done!

Superdocu does its best to keep your data safe: Documents sent to Superdocu are encrypted Information sent to Superdocu is also encrypted Our servers are protected against the majority of attacks and we add complimentary safeguards to your data If you would like more detail, we give more detail here.

Help center

Users

Help center.

Troubleshooting as a user

Blocking contacts in a step

DocuSign integration guide

Troubleshooting

Allowed file formats on Superdocu

Allowed file formats on Superdocu

What is an active request?

Adding a custom SMTP

Getting started with Superdocu

Adding new contacts to Superdocu

Creating a checklist

Creating a form

Viewing workflow advancement

How to build your first workflow

Integrating with Zapier

How to use a custom domain with Superdocu

How to customize my portal?

E-mail notifications for your contacts

Reorganizing requested items

How to log in to my secure space?

Is my data safe?

Is my data safe?

Frequently asked questions

Frequently asked questions

What is Superdocu?

What is Superdocu?

What are the storage limits for my plan?