Getting Started with InstaPages

This guide lists all the basic steps you need to get started using our automatic signature page creation tool — InstaPages! If you still have any additional questions, please reach out to our support team at support@simplyagree.com and our team would be happy to assist!

Below is an overview video showing how to use InstaPages.

Below is a written guide to using InstaPages. Each step is hyperlinked to the relevant Knowledge Base article.

1. Set up your signatory information. You have several options on how to set this up, depending on the source of your signatory data and how many signers you have.
   1. Import signatory info from a previous transaction
   2. Upload signatory info from a spreadsheet
   3. Create new signatories directly on the InstaPage
2. Add your InstaPages
   1. Upload your documents
   2. Insert your InstaPages
   3. Add your signatories
3. Format your InstaPages
   1. Customize InstaPage content
   2. Customize InstaPage signature block styles
4. Send the signature packets
   1. Send your signature packets
5. Compile and download executed documents
   1. Accept and compile executed signatures
   2. Download the executed documents