Videosign

This page provides access to step-by-step guides covering the main features of the Videosign platform.

The Quick Start Guide will help you activate your account, schedule your first meeting, upload a document, and complete your first signing session.

Quick Start: Your First Videosign Meeting

Learn how to schedule and manage meetings with participants.

Includes guides on scheduling meetings, joining meetings, managing participants, and controlling the meeting room.

📖 Scheduling and Running Meetings Guide:

Scheduling and Running Meetings

Understand how to upload documents, add signature tags, and complete the signing process.

 for sending documents to a single participant.

Once a document has been signed by all parties, it needs to be saved and finalised by the meeting host. This process will create the Certificate of Authenticity and Audit Log of the meeting and signatures.

This step-by-step guide will show you how to finalise and download a document from the Videosign meeting room.

Finalise a Document

This step-by-step guide will show you how to add a Signature Tag to a document when you're in the Videosign Meeting Room. 

Signature tags highlight areas of the document where users are required to sign. This can help speed up the signing process during a meeting, especially if the document requires signatures in multiple different areas.

Add a Signature Tag in a Meeting

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).

Send a Document with Directsign

This step-by-step guide will show you how to sign a document in the Videosign meeting room.

A signature can be added manually to a document by the signee, or a 'signature tag' can be signed.

Sign a Document

This step-by-step guide will show you how to upload a document when you're in the Videosign meeting room.

Please Note: All documents must be in PDF format to be uploaded to the meeting room. They must also be no larger than 5MB in size.

Upload a Document in a Meeting

Documents and Signing

Explore additional Videosign functionality, including transcription, identity verification (IDV), and Qualified Electronic Signatures (QES).

Advanced Features

Learn how to create, edit and manage templates using the 

Videosign Contract Creator (VSCC)

Information about supported browsers, operating systems, and devices to ensure Videosign works correctly.

Web Browsers and Devices

If you are inviting participants to sign a document, you can share this guide with them to help them join the meeting and complete the signing process.

Guide for Signers

Guide for Signers - Directsign

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

This guide explains how to upload documents, prepare them for signing, and complete the signing process during a Videosign meeting.

Documents are securely signed within the meeting room and are supported by a full audit trail and certificate of authenticity.

Documents can be uploaded when scheduling a meeting or during the meeting itself.

Multiple documents can be uploaded to the same meeting.

Documents can also be saved as templates via Videosign Contract Creator (VSCC). 

Signature tags highlight where participants are required to sign a document.

Adding signature tags helps guide participants during the signing process and ensures signatures are placed in the correct locations.

Once added, the size and position of a signature tag cannot be adjusted by the signee.

 Signature tags can also be added to templates when creating reusable documents.

Participants can sign documents directly within the Videosign meeting room.

 – use a mouse, trackpad, or touch screen

 – generate a typed signature in a handwriting font

 – upload a saved image of your signature

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.

Once all parties have signed, the meeting host must finalise the document.

This will generate the Certificate of Authenticity and audit log.

After finalising, you can download the completed document.

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)

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

The Videosign Contract Creator (VSCC) allows you to build reusable contract templates within the Videosign platform.

When creating a contract, you can either 

. You can then customise the document by adding elements such as text, images, fillable form fields, and signature tags.

Once created, contracts can be saved as templates and reused for future meetings or Directsign sessions.

When you log in to Videosign, you'll see the dashboard.

To access VSCC, click on 'Go to Template Manager'.

When creating a contract in VSCC, you can either upload a PDF or build a document from scratch within the editor.

The editor allows you to structure your document and prepare it for signing before saving it as a template.

This step-by-step guide will show you how to create a new template on Videosign Contract Creator (VSCC).

Create a New Template

Within the Contract Creator, you can add elements to your document such as:

 – add headings, paragraphs, and structured content

 – allow participants to enter information during the meeting or Directsign session

 – indicate where participants need to sign

These elements help structure your document and guide participants through the signing process.

Edit a Template

In the top right corner, you will see the VSCC toolbar. There are several tools you can use to edit your template.

Upload images from your device to your template.

Insert Image

This guide will show you how to add fixed text to your template on VSCC.

Add Text to your Template

Use the Document Editor to  manage the pages of your template.

Document Editor

You can download your template from VSCC to complete online, or print off if required.

Download a Template from VSCC

Use the Form Creator to add the following form fields to your template:

Form Creator

You can add, or edit text on your template.

Content Editor is suitable for editing short snippets of text. If you want to edit large blocks of text, it's best to use a dedicated document editor, such as Microsoft Word or Google Docs.

Content Editor

Signature tags highlight areas of the document where users are required to sign. 

This can help speed up the signing process during a meeting, especially if the document requires signatures in multiple different areas.

To add a signature tag to your document template, please follow the guide below:

Add a Signature Tag in VSCC

Once your contract has been prepared, it can be saved as a template.

Templates allow you to reuse the same document structure multiple times, helping to ensure consistency and save time when preparing documents for signing.

5. Use Templates in Meetings or Directsign

Templates created in VSCC can be used when scheduling meetings or sending documents via Directsign.

• Fillable form fields can be completed

• Signature tags can be signed by participants

The completed document will then follow the normal Videosign signing and finalisation process.

Learn how to add a template to a regular meeting or Directsign session.

This guide will walk you through selecting a template and assigning roles for document signing.

Add a Template to Meeting or Directsign

You can edit the details of your template, such as:

Edit Template Details

VSCC

In just a few steps, you can schedule a meeting, sign a document, and download your completed contract with a full audit trail.

Follow the steps below to complete your first Videosign session.

and a member of the team will be happy to help.

Before logging in, you need to activate your account.

If you cannot find the email, please check your spam or junk folder.

When you sign up to use Videosign, you will receive an email with a link to activate your account.

Follow the guide below to activate your account and get started with Videosign.

If you do not receive the email, please check your junk/spam folder before contacting us.

Note: The link to activate your account will expire after 24 hours. To receive a new one, please contact us.

Activating Your Videosign Account

Enter your email address and password to log in.

, where you can schedule and manage meetings.

To begin the signing process, you will need to schedule a meeting.

 allows you to meet with participants and sign documents together, live on-screen.

You can upload documents when scheduling the meeting or once inside the meeting room.

Schedule a Meeting (from Videosign Dashboard)

Once you've scheduled your first meeting, it's time to join it!

Step 6 – Finalise and Download the Document

Certificate of Authenticity and audit log

Once a document has been signed by all parties, it needs to be saved and finalised by the meeting host. This process will create the Certificate of Authenticity and Audit Log of the meeting and signatures.

This step-by-step guide will show you how to save and finalise a document from the Videosign meeting room.

Once you've completed your first meeting, you can explore more Videosign features, including:

 and a member of the team will be happy to help.

If you have received a Directsign invitation from Videosign, you have been invited to review and sign a document online.

Directsign allows you to securely sign documents without attending a live meeting. Everything can be completed directly within the secure signing page.

Join the Session and Sign the Document(s).

 containing a secure link to access the document.

If you're struggling to join a Directsign session, please contact your meeting host in the first instance. They will be able to help you with their processes and raise any technical issues with Videosign directly.

Join a Directsign Session

There are various email notifications you will receive from Videosign when you are invited to join a meeting or sign a document.

The sender email address for these emails will be 

If you're unsure whether an email invitation is genuine, please contact your host directly to confirm, before clicking any links.

If you experience any issues, contact your host in the first instance. They will be able to help you with their processes and raise any technical issues with Videosign directly.

Videosign is accessible on laptops, desktops, tablets, and smartphones which are connected to the internet. However, for full functionality, 

 Some features may look different to how they appear in the Videosign user guides, depending on the type of device being used.

Videosign is compatible with the following browsers, when using a laptop or desktop:

Videosign is compatible with the following browsers, when using an Apple iPhone or iPad:

To ensure the best experience when using Videosign, it’s good practice to clear your browser cache periodically.

Over time, stored data can affect how web-based platforms perform. Clearing your cache helps keep your browser running smoothly and can prevent audio, video, or loading issues during meetings.

You can find step-by-step instructions for your browser below.

This guide shows you how to clear your cache in Google Chrome, which can enhance browser performance and resolve loading issues.

Clear Cache - Google Chrome

This guide shows you how to clear your cache in Microsoft Edge, which can enhance browser performance and resolve loading issues.

Clear Cache - Microsoft Edge

This guide shows you how to clear your cache in Safari, which can enhance browser performance and resolve loading issues.

Clear Cache - Safari

This guide shows you how to clear your cache in Firefox, which can enhance browser performance and resolve loading issues.

Clear Cache - Firefox

A stable internet connection is essential for smooth video meetings and signing sessions. If your connection is weak or unstable, you may experience delays, video interruptions, or difficulty uploading documents. 

To use Videosign for meetings and signing, you'll need to allow permission for the site to access your device's camera and microphone.  Usually you will only need to do this once, the first time you use Videosign.

The guide below will show you how to allow access to your camera and microphone.

Allow Access to Camera and Microphone

Having trouble seeing or hearing participants in your Videosign meeting?

This is usually caused by browser permissions not being enabled for your camera or microphone. Please make sure you have allowed access when prompted.

If the issue continues, clearing your browser cache can often resolve it.

5. Video Recording & Signing Requirements

 to keep file sizes manageable for low-bandwidth networks. If a meeting exceeds 60 minutes, a new recording starts automatically in the background, with no disruption to the session.

To ensure a complete audit trail, webcams must be switched on for digital signing. 

You may allow signers to complete signatures without their webcam if preferred. In this case, an audit trail will still be produced, but won't include an image capture of the signee.

This page introduces additional features available within Videosign that can enhance security, compliance, and record keeping.

These features are optional but can provide additional value depending on your workflow and regulatory requirements.

Videosign can generate a transcription of the conversation that takes place during a meeting.

Transcriptions provide a written record of what was discussed and can support compliance and record keeping.

This step-by-step guide will show you how to access transcriptions of your meetings.

Please Note: Transcriptions are only provided for sections of the meeting that have been recorded.

How to use Transcription

Transcription is a paid feature. To turn it on for your account, please 

Videosign is integrated with identity verification providers to add an additional layer of security to the signing process.

This allows users to verify the identity of participants before documents are signed.

Identity verification services are provided through trusted integration partners:

IDV is a paid feature. To turn it on for your account, please 

Videosign supports Qualified Electronic Signatures (QES), the highest level of electronic signature under UK and EU regulations.

You can send a 2FA code via SMS to participants. They will need to enter the code they have received before they can access the meeting.

If you have been invited to sign a document using Videosign, this guide will help you join the meeting and complete the signing process.

Videosign allows documents to be signed securely during a live online meeting, with a full audit trail and certificate of authenticity.

 containing a secure link to join the Videosign meeting.

If you're struggling to join a Videosign meeting, please contact your meeting host in the first instance. They will be able to help you with their processes and raise any technical issues with Videosign directly.

Join a Videosign Meeting (Participant)

When it is your turn to sign, the host will give you 

You can then add your signature to the document.

This guide will show you how to sign a document in a Videosign meeting room.

In order to sign a document, you need to be in control. If you are not in control, ask the meeting host to give control to you.

A signature can be added manually to a document by the signee, or a 'signature tag' can be signed.

Sign a Document (Participant)

Once all participants have signed the document, the meeting host will finalise it.

Videosign User Guide

1. Quick Start

2. Scheduling and Running Meetings

3. Documents and Signing

4. Advanced Features

5. Contract Creator

6. Web Browsers and Devices

7. Guide for Participants (Signers)

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