First-Day Checklist

Use this checklist the first time you sign in to SureSign.

1. Sign in with the email and password (or temporary password) you were given. See Signing in.
2. Change your temporary password, if prompted. See Changing a temporary password.
3. Complete onboarding, if your organisation is new to SureSign. If you are the first user of a new organisation, you will be guided through a short setup wizard covering your profile, your company details, and branding (logo and letterhead). You can update all of this later in Settings.
4. Review your profile under Settings — check your contact details are correct.
5. Understand your role. Read the Roles page so you know what you can and cannot do.
6. Open your dashboard and review the summary tiles and recent projects. See Dashboard.
7. Open an assigned project and review its Overview page.
8. Check the project's contract, if one has been uploaded, and see whether AI analysis results are waiting for review. See Contracts.
9. Check for notifications, if your account has access to the notification bell. Otherwise, check a project's Overview activity feed instead.
10. Find the Documents area for your project or organisation, so you know where uploaded and generated files live.
11. Identify your next action. Look at the project Calendar or a module's status filters (for example, open RFIs or draft payment applications) to see what is outstanding.

Tip

The Help page (in the main menu) lets you replay the guided product tour at any time if you want a refresher.