Videosign

This guide explains how to schedule, join, and manage meetings within Videosign.

Meetings allow you to securely connect with participants, share documents, and complete the signing process with a full audit trail.

A Regular Meeting allows you to host a live meeting with one or more participants (up to 10 participants).

During the meeting, participants can review and sign documents together.

This step-by-step guide will show you how to schedule a Videosign meeting from the dashboard.

Schedule a Meeting (from Dashboard)

Directsign allows you to send a document to a single participant to sign without scheduling a traditional meeting.

The participant receives an email with a secure link to join the meeting room and complete the signing process.

You can track progress of all Directsign documents and send instant reminders from the dashboard.

This step-by-step guide will show you how to schedule a Directsign Meeting from the Videosign Dashboard.

Directsign allows you to send a document to a single participant to sign. They will receive an email with a link to join a Videosign meeting room and sign the document(s).

Schedule a Directsign Meeting

Once a meeting has been scheduled, you and your participants can join the meeting room at the scheduled time.

This step-by-step guide will show you how to join a Videosign meeting.

Join a Meeting (Host)

Having 'Control' within a Videosign meeting allows users to perform actions, such as signing a document, starting a recording, uploading documents etc. 

The Host of the meeting can give and take back Control at any time they like. Only one participant can have control at any one time.

A user must be given Control before they can sign the document.

Having Control within a Videosign meeting allows users to perform actions, such as signing a document, starting a recording, uploading documents etc. 

The Host of the meeting room chooses who to give Control to, and they can take back Control at any time they like.

Only one participant can have control at any one time.

Give and Take Control in a Meeting

You can start/stop recording a Videosign meeting at any point.

If you'd like to enable automatic meeting recordings for your account, please 

Although you can manually start recordings of Videosign meetings, an automatic recording will begin as soon as a user begins the signing process. You will be notified on the screen when the recording starts.

Recording a Meeting

Each signature is automatically recorded. 

As soon as a user begins signing a document, the recording will begin. When they click 'Save changes', the recording will end.

If you manually started recording the meeting before the signing process begins, that recording will automatically stop and save when a signature takes place (as the automatic recording of the signature then begins). Once you click 'Save Changes' after signing, the automatic recording will stop. 

You then need to manually start recording again.

Update the date, time and participants of a scheduled meeting using the Meeting Manager.

Update the date, time and participants of a scheduled meeting using the Meeting Manager. 

This guide walks you through accessing the meeting manager, selecting your meeting, and changing the meeting details.

Edit Meeting Details

If you cannot find the information you need in these guides, our support team is here to help.

This step-by-step guide will show you how to send a document with Directsign.

Directsign allows you to send a document to a single participant to sign. They will receive an email with a link to join a Videosign meeting room and sign the document(s).

Scheduling and Running Meetings

1. Schedule a Regular Meeting

2. Send a Document with Directsign

3. Join a Meeting

4. Manage Control

5. Recording a Meeting

Manual Recording

Automatic Signature Recording

6. Edit Meeting Details

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