Salsox

Video tutorials

One short walkthrough per topic. Until a video is ready, its full script is below, and every step is also written up as a guide.

  • Coming soon

    Getting started About 2 min

    Getting started: your account and first PDF

    Create an account, confirm your email and upload your first PDF, ready to add signers.

    Read the Getting started guides

    Before you record

    • Use a fresh browser window at 1280 × 800, signed out.
    • Have a sample PDF ready on the desktop, named Service agreement.pdf, under 4 MB.
    • Use the fictional sender Ama Mensah, ama.mensah@example.com. Never show a real inbox or real customer data.
    • Have the confirmation email open in a second tab, ready to switch to.

    Script

    Scene 1: Introduction

    On screen: the home page.

    Say: "Hi, I'm going to show you how to create your account and upload your first document. It takes about two minutes."

    Scene 2: Sign up

    Do: select Get started in the top right.

    Say: "Select Get started. You can continue with Google, or use your email address and a password."

    Do: type Ama Mensah in the name field, ama.mensah@example.com in the email field, and a password.

    Say: "I'll use my email. Your name is optional, and your password needs at least eight characters."

    Do: select Create account.

    Say: "Then select Create account."

    Scene 3: Confirm your email

    Do: switch to the tab with the confirmation email and select its link.

    Say: "We send you a confirmation email. Open it and select the link. That confirms your address and signs you in. You can prepare documents before you do this, but you need to confirm before you can send one."

    Scene 4: Upload a PDF

    On screen: the dashboard.

    Do: select Documents in the menu, then New document.

    Say: "Now let's upload a document. Go to Documents, then New document."

    Do: select Tap to choose a PDF, or drop it here and choose Service agreement.pdf.

    Say: "Choose your PDF. It can be up to four megabytes. On a computer you can also drag it straight onto this box."

    Do: point to the Title field without typing.

    Say: "The title is optional. If you leave it empty, we use the file name."

    Do: select Continue to recipients.

    Say: "Select Continue to recipients, and your document opens in the editor."

    Scene 5: Close

    On screen: the editor's Recipients step.

    Say: "That's it: your account is ready and your first document is uploaded. Your original file is never changed. In the next video, we'll add the people who need to sign it and send it."

  • Coming soon

    Sending a document About 4 min

    Sending a document: Quick Send and the full editor

    Send a PDF in seconds with Quick Send, then the full editor: recipients, roles, review and send, and following progress.

    Read the Sending a document guides

    Before you record

    Script

    Scene 1: Introduction

    On screen: the dashboard.

    Say: "There are two ways to send a document for signature. Quick Send, for when people just need to sign, and the full editor, for when you want control over every field. I'll show you both."

    Scene 2: Quick Send

    Do: select Quick Send in the menu.

    Say: "Start with Quick Send."

    Do: choose Service agreement.pdf.

    Say: "Choose your PDF."

    Do: type kofi.boateng@example.com in Who needs to sign?

    Say: "Type the email address of each person who needs to sign. For more than one, separate them with commas."

    Do: open Title, message and expiry and point to the three fields.

    Say: "Here you can change the title, add a message, and choose when the link expires. All optional."

    Do: select Send to 1 signer.

    Say: "Select Send. We place a signature and a date for each signer at the end of the document and email them their link."

    Scene 3: The document page

    On screen: the document page.

    Say: "You land on the document's page. Under Recipients you can see Kofi's status: Sent, then Opened, then Signed. Reminders go out automatically every three days, and Send reminder sends one now."

    Scene 4: The full editor, recipients

    Do: select Documents, then New document, upload the PDF and select Continue to recipients.

    Say: "Now the full editor. Upload the PDF and continue to recipients."

    Do: type Kofi Boateng and kofi.boateng@example.com.

    Say: "Add each person's name and email. A phone number is optional: it lets you share their link by WhatsApp or SMS later."

    Do: open the Role list.

    Say: "Choose what each person does. Signs, Approves, Views, or Gets a copy at the end."

    Do: select Add recipient, add Efua Mensah, efua.mensah@example.com, and set her role to Gets a copy.

    Say: "Select Add recipient for each extra person. Efua gets a copy once everyone has signed."

    Do: select Next.

    Scene 5: Fields (short)

    Do: select Signature, then tap the page near the bottom.

    Say: "Place at least one field for each signer. The next video covers fields in detail."

    Do: select Next.

    Scene 6: Review and send

    Do: point to Document title, Email subject, Message to recipients and Signing links expire after.

    Say: "Check the title, add a subject and a message if you like, and choose when the links expire."

    Do: select Send for signature.

    Say: "Select Send for signature. Each person gets their own link by email."

    Scene 7: Close

    On screen: the document page.

    Say: "If someone doesn't see the email, select Share link next to their name to send it by WhatsApp or SMS. That's sending. Next, placing fields."

  • Coming soon

    Placing fields and signing About 4 min

    Placing fields, and what your signers see

    Place, move and resize every field type, then follow a signer through signing on a phone, plus the free plan's allowance.

    Read the Placing fields and signing guides

    Before you record

    • Sign in as Ama Mensah (ama.mensah@example.com) on the free plan, with 3 of 3 free documents left this month showing.
    • Have a draft open on the Fields step with two signers: Kofi Boateng (kofi.boateng@example.com) and Efua Mensah (efua.mensah@example.com).
    • For scene 5, have a phone, or a browser window at 390 × 844, ready to open Kofi's signing link.

    Script

    Scene 1: Introduction

    On screen: the editor, Fields step.

    Say: "Fields are where each person signs, dates or fills something in. Here's how to place them, and what your signers see."

    Scene 2: Place a field

    Do: select Kofi Boateng in the toolbar.

    Say: "First, choose whose field it is. Each person has their own colour."

    Do: select Signature.

    Say: "Then choose the field type. The hint changes to: now tap the page where the field should go."

    Do: click on the page above the signature line.

    Say: "Tap or click the page, and the field appears right there."

    Scene 3: Move, resize, remove

    Do: drag the field a little to the right.

    Say: "Drag a field to move it."

    Do: drag its bottom-right corner to make it wider.

    Say: "Drag the corner to resize it."

    Do: with the field selected, point to Required and Remove.

    Say: "With a field selected, you can make it optional, or remove it. Select Done when you're finished."

    Scene 4: The other field types

    Do: select Date and place it beside the signature; then Text, then Checkbox.

    Say: "There are seven field types. Signature and initials. Name. Date, which fills itself in. Email. Text, for anything you need them to type. And checkbox, which starts optional so they can leave it unticked."

    Do: select Efua Mensah and place a Signature for her.

    Say: "Every signer needs at least one field before you can send."

    Scene 5: What the signer sees

    On screen: Kofi's signing link on the phone.

    Say: "Here's what Kofi sees on his phone. No account or app needed."

    Do: tick I agree to sign electronically…, then select Review and sign.

    Say: "He agrees to sign electronically and selects Review and sign."

    Do: tap the signature field, choose Draw, sign with a finger, then select Adopt and sign.

    Say: "We take him to each field in turn. He can draw, type or upload a signature."

    Do: select Next field, then Finish signing.

    Say: "Next field, then Finish signing. Done. Everyone gets the signed PDF once the last person signs."

    Scene 6: The free allowance

    On screen: Documents, New document, with the allowance note visible.

    Say: "One last thing. On the free plan you can send three documents a month; this note shows how many you have left. A document only counts when you send it, and the count resets on the first of each month. For unlimited documents, see Billing."

  • Coming soon

    Templates About 3 min

    Templates: start fast, and save your own

    Open a template with its fields already placed, fill in the blanks, and save your version to reuse.

    Read the Templates guides

    Before you record

    Script

    Scene 1: Introduction

    On screen: the dashboard.

    Say: "Templates are ready-made documents with every signature field already in place. Let's use one, and save it for next time."

    Scene 2: Find a template

    Do: select Templates in the menu.

    Say: "Go to Templates."

    Do: type NDA in the search box, then open Mutual NDA (or the first NDA result).

    Say: "Search, or filter by category or industry. I'll open a non-disclosure agreement."

    Scene 3: Fill in the blanks

    Do: select Use sample details.

    Say: "Under Fill in the details, every blank is listed. Use sample details shows how it reads with example text."

    Do: replace the company name with Mensah Design Studio.

    Say: "Type your own details. Anything you leave empty prints as a line to fill in by hand."

    Scene 4: Save it as your own

    Do: open Save as your own template, type Standard client NDA and select Save template.

    Say: "To reuse these details, open Save as your own template, give it a name, and save. Saving templates is part of the Personal and Business plans."

    Scene 5: Create the document

    Do: select Create document and open the editor.

    Say: "Now create the document. It opens in the editor with its fields already placed. Nothing is sent yet."

    Do: on Recipients, type Kofi Boateng and kofi.boateng@example.com.

    Say: "Add your signer's name and email, then continue to Send as usual."

    Scene 6: Use it again

    Do: go back to Templates.

    Say: "Next time, your template is at the top under Your saved templates. Open it, change what's different, and send."

  • Coming soon

    Sign & Pay About 3 min

    Sign & Pay: get paid as you get signed

    Connect Stripe or Paystack on Payouts, add a payment to a document, and see what the payer does.

    Read the Sign & Pay guides

    Before you record

    • Sign in as Ama Mensah (ama.mensah@example.com) on the Business plan.
    • Use a test-mode Stripe account, or a Paystack test account, already connected and showing Ready. Never show real bank or card details.
    • Have a draft on the Send step with signer Kofi Boateng (kofi.boateng@example.com).
    • For scene 4, a phone or 390 × 844 window with Kofi's signing link, and a test card.

    Script

    Scene 1: Introduction

    On screen: the dashboard.

    Say: "With Sign & Pay, your client pays a deposit or an invoice in the same step as signing. It's part of the Business plan."

    Scene 2: Connect a payout account

    Do: select Payouts.

    Say: "First, tell us where the money goes. On Payouts, connect Stripe, Paystack, or both."

    Do: point to the Stripe card, then the Paystack card.

    Say: "Stripe takes cards in more than forty countries: choose your country and finish setup on Stripe's secure page. Paystack takes cards and mobile money in Ghana, Nigeria, Kenya and South Africa: enter your business name, bank and account number. When it says Ready, you're set."

    Scene 3: Add a payment

    Do: open the draft and go to the Send step. Tick Collect a payment (Sign & Pay).

    Say: "On the Send step, tick Collect a payment."

    Do: type 250.00, choose GHS (or USD), and choose Kofi Boateng under Who pays.

    Say: "Enter the amount, choose the currency, and who pays."

    Do: select Send for signature.

    Say: "Then send as usual."

    Scene 4: The payer's side

    On screen: Kofi's signing link on the phone.

    Do: sign the fields, then show the last button reading Pay … and finish.

    Say: "Kofi signs as normal. The last button asks him to pay. He pays by card or, with Paystack, mobile money, and his signature and payment arrive together."

    Scene 5: Close

    On screen: the document page, with Paid on Kofi's card.

    Say: "Back on the document, Kofi's card shows Paid. You'll find a receipt under Billing, in Payments and receipts. The provider's processing fee comes out at cost, and we take no cut."

  • Coming soon

    Account and billing About 3 min

    Plans, billing and your account

    Compare plans, upgrade, manage or cancel your subscription, export your documents, and update your account details.

    Read the Account and billing guides

    Before you record

    • Sign in as Ama Mensah (ama.mensah@example.com) on the free plan, with Stripe in test mode.
    • Use a Stripe test card for checkout. Never show real card details.
    • Have at least two sent documents, so the export has something in it.

    Script

    Scene 1: Introduction

    On screen: the dashboard.

    Say: "Here's how plans and billing work, and where to manage your account."

    Scene 2: Compare plans

    Do: select Billing, then scroll to Available plans.

    Say: "Go to Billing. Under Available plans you can compare them. Free sends three documents a month. Personal is unlimited, and lets you save your own templates. Business adds Sign & Pay, signing order and approvers, and a certificate page in every signed PDF."

    Do: switch between Monthly and Yearly.

    Say: "Yearly billing gives you two months free."

    Scene 3: Upgrade

    Do: select Upgrade to Personal, complete checkout with the test card, and return.

    Say: "Select Upgrade, pay on the secure checkout page, and you're back on Billing with your new plan, usually within a few seconds."

    Scene 4: Manage or cancel

    Do: point to Manage Billing, then to Cancel subscription.

    Say: "Manage Billing opens the billing portal, to switch plans or update your card. Cancel subscription stops renewal: you keep your plan until the end of the period you paid for. We always email you before a renewal."

    Scene 5: Export

    Do: scroll to Export all documents and select Download ZIP.

    Say: "Your documents are yours. Download ZIP gives you every original, every signed PDF and every audit trail. It's free on every plan, even after you cancel."

    Scene 6: Account settings

    Do: select Settings.

    Say: "Finally, Settings. Change your name, your sign-in email, or your password here, and turn on two-factor authentication for extra security."

  • Coming soon

    Security and audit trail About 3 min

    Security: the audit trail and sealed PDFs

    What the audit trail records, the certificate page in a sealed PDF, public verification, and two-factor sign-in.

    Read the Security and audit trail guides

    Before you record

    • Sign in as Ama Mensah (ama.mensah@example.com) on the Business plan.
    • Have a completed document signed by Kofi Boateng (kofi.boateng@example.com), with its signed PDF downloaded to the desktop.
    • Use IP addresses from the documentation range (203.0.113.x) in any test data shown on screen.
    • An authenticator app on a phone, for scene 5.

    Script

    Scene 1: Introduction

    On screen: the completed document's page.

    Say: "Every document keeps a complete record of what happened to it. Here's what's recorded, and how anyone can check a signed document is genuine."

    Scene 2: The audit trail

    Do: scroll to Audit trail.

    Say: "This is the audit trail. Every action is here, newest first: uploaded, sent, opened, each field completed, signed, and completed by all parties. Each one has the time, the person's email and their IP address. Entries can't be edited."

    Scene 3: The sealed PDF

    Do: under Files, select Signed PDF + certificate, and open it. Scroll to the last page.

    Say: "When the last person signs, the document is sealed. Your original file is never changed: the signatures go onto a signed copy. On the Business plan, the last page is a certificate with the same audit trail, and a verification code."

    Scene 4: Verify a document

    Do: open the verification page, type the code from the certificate, choose the signed PDF under Also check the file, and select Verify document.

    Say: "Anyone can check it on our verification page, without an account. Type the code, or scan the QR code. You can also choose the file: it's checked on your own device, never uploaded. Genuine signed document, and this file is the sealed copy, byte for byte. If someone had edited it, it would say so."

    Scene 5: Two-factor authentication

    Do: go to Settings, find Two-factor authentication, and select Turn on. Stop before the QR code is shown.

    Say: "And protect your own account: in Settings, turn on two-factor authentication. Scan the code with an authenticator app, enter the six-digit code, and save your backup codes somewhere safe."

  • Coming soon

    Troubleshooting About 4 min

    Troubleshooting: the five most common fixes

    A signer didn't get the email, a wrong address, an expired link, a PDF that won't upload, and a field that won't place.

    Read the Troubleshooting guides

    Before you record

    Script

    Scene 1: Introduction

    On screen: Documents.

    Say: "Here are the five things people ask us about most, and how to fix each one in under a minute."

    Scene 2: A signer didn't get the email

    Do: open Kofi's document and point to his status, then to Resend, then select Share link.

    Say: "First: a signer says they didn't get the email. Check their status here. Ask them to look in spam, select Resend, or skip email altogether: Share link sends it by WhatsApp or SMS."

    Scene 3: Wrong email address

    Do: open the document with the typo, select Edit, correct the address to kofi.boateng@example.com and select Save changes.

    Say: "Second: you typed the wrong email. No need to start again. Select Edit, fix it, and save. The old link stops working and the right address gets a new one. Their fields stay where they were."

    Scene 4: An expired link

    Do: open the expired document and select Renew and resend.

    Say: "Third: the link expired. Select Renew and resend. Everyone who still has to sign gets a fresh link, and anything already signed is kept."

    Scene 5: A PDF won't upload

    Do: go to New document and choose the large PDF, so This file is larger than 4 MB. appears.

    Say: "Fourth: a PDF won't upload. Files can be up to four megabytes. Big files are usually scans: compress it, or scan again at a lower resolution, and try again. If it isn't a PDF at all, save it as a PDF first."

    Scene 6: A field won't place

    Do: open the draft on Fields, select a signer and Signature, and tap the page.

    Say: "And fifth: placing fields. Check the right person is selected, choose the field type, then tap the page itself, below the toolbar. Every signer needs at least one field before you can send."

    Do: add ?placementDebug=1 to the address and press Enter; show the Placement diagnostics box.

    Say: "If a field still won't place, add question mark placement debug equals one to the address. Tap once, screenshot this box, and send it to us. It shows exactly where your tap went."

    Scene 7: Close

    Say: "For everything else, the Help Center has a step-by-step article. And if you're still stuck, contact us."