1. E-signature Platform
  2. Get started
Get started

Get E-signature Platform running in four steps.

Prepare a small signing cycle and review its evidence.

  1. Create your account

    Click Start now and create your ERP.AI account.

    Start now
  2. Download Proto

    Proto is the desktop app you use to set up E-signature Platform. It runs on macOS, Windows and Linux.

    Download Proto
  3. Make it yours

    Open E-signature Platform in Proto and adjust fields, steps, roles and approvals to match how your team works.

    Implementation plan
  4. Bring your data and team

    Import your records, then invite your team and assign their roles.

    See the roles

Create your account

Click Get started to create your ERP.AI account. Download Proto and describe the document type, organization, packet owner, reviewer and signing provider for the first cycle.

Prepare the first operating cycle

Choose one signing template and a packet whose signer order is known. Have the document hash, provider envelope reference and expected event identity ready. Decide who investigates unknown provider results and who closes follow-up actions.

Review before release

Run the packet through preparation, decision, sending and verified signer evidence. Return a revision for a real reason and confirm the next review applies to the corrected revision. Replay a duplicate signer event and an uncertain provider response. Compare the final packet with the provider receipt and the retained history before expanding.

Read the implementation plan and pricing.

Set up E-signature Platform your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started