If you have issues using Superdocu, follow the steps 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. We store a unique code in your browser cookies and verify it when you log in. If there is a mismatch, sign-in is blocked. The solution is to delete your Superdocu cookies, reload the page, and sign in again. On Google Chrome Paste chrome://settings/siteData?searchSubpage=superdocu into your address bar. Click the trash icon for each item and delete them all. Go back to the sign-in page and reload it: https://app.superdocu.com/c/sign_in On Microsoft Edge Go to Settings and more > Settings > Cookies and site permissions > Manage and delete cookies and site data > See all cookies and site data. Search for superdocu and delete all listed cookies. Go back to the sign-in page and reload it. On Firefox Click Firefox > Preferences > Privacy & Security > Cookies and Site Data > Manage Data. Search for superdocu and click Remove all shown. Go back to the sign-in page and reload it. 2. The “Test sequence” button redirects me to a sign-in page When you click Test sequence, Superdocu creates a temporary contact account so you can preview what your contacts will see. If you were already logged in, a stale cookie may interfere. Follow the steps in issue #1 above to clear cookies. If you have set up a custom domain (e.g. onboarding.yourcompany.com), also search for and delete cookies from that domain. If this does not work, make sure third-party cookies are allowed in your browser settings.

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 Use the “Google Sign In” link 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.

Superdocu is a document and information collection platform for businesses. It replaces back-and-forth emails with a structured, automated process that guides your contacts through exactly what you need from them. Who uses Superdocu? Superdocu serves two types of users: Clients — the businesses or teams using Superdocu to collect documents. They access their workspace at app.superdocu.com. Contacts — the individuals asked to provide documents or fill in information. They access a dedicated space on your company’s subdomain (e.g. your-company.superdocu.com). Superdocu is used across many industries: real estate, finance, HR, legal services, logistics, consulting, healthcare, and more. Key concepts Sequences A sequence is a structured collection process you define. It is made up of ordered steps. Each step can contain: Documents to submit — files your contacts must upload (ID, bank details, payslips, contracts, etc.) Forms — fields your contacts must fill in (text, email, IBAN, date, country, dropdown, scale, star rating, etc.) Information screens — instructions or messages displayed to your contacts before they proceed DocuSign contracts — documents your contacts must review and sign electronically Contacts progress through steps in order. They can only access the next step once the current one is complete and validated. Some sequences are repeatable: a contact can start multiple instances — one per file, mission, or project. You can also add conditional logic to form fields: certain questions or documents only appear based on previous answers. Contacts A contact is a person you invite to complete a sequence. They receive a magic link by email — no password required. From their dedicated space, they can view their sequences, track their progress, and submit what is requested of them. You can also share documents directly with contacts and receive documents back from them outside of a sequence. See Inviting contacts to a sequence and How to update a contact. Reminders Each sequence can have an automated reminder template: emails sent to contacts when they have missing items to complete. You configure the sending frequency, the delay before the first reminder, and the maximum number of reminders. Reminders stop automatically once the sequence is complete. Portals A portal is a public or private self-service entry point linked to a sequence. Contacts can register themselves without being individually invited. You can add a screening question to filter who gets access, and customize the welcome and denial messages. See How to customize my portal. Features Document validation When a contact submits a document, you can accept or reject it with a comment. Superdocu also includes automatic document validation to help you identify likely valid or invalid submissions before you review them manually. Team management Invite team members to your workspace and assign them roles with granular permissions: managing contacts, sequences, billing, integrations, portals, roles, and more. Integrations Depending on your plan, Superdocu connects with: CRM systems: HubSpot, Salesforce, Pipedrive, Sellsy — sync contact lifecycle events automatically DocuSign — request legally binding electronic signatures within a sequence step. See DocuSign integration guide. Zapier — connect Superdocu to thousands of other tools. See Integrating with Zapier. Webhooks — receive real-time event notifications in your own systems REST API — build fully custom integrations Custom branding Add your logo, colors, favicon, and a custom domain. Your contacts experience a fully branded space. See How to use a custom domain with Superdocu. Notifications and exports Receive email notifications when contacts submit or update documents. Export your contact lists and their progress as CSV files. See E-mail notifications for your contacts. Security All documents and files are encrypted at rest. Contact emails are stored with blind indexing. Access is controlled via authenticated sessions and magic links — contacts never create a password. Your data is hosted in Europe. See Is my data safe?. Getting started Getting started with Superdocu How to build your first sequence Adding new contacts to Superdocu How to log in to my secure space Frequently asked questions

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