1
Go to the DocOtto sign-up page
Open the DocOtto app and choose the option to create a new account. Use your work email when possible so your workspace is easy for customers to recognize.
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Getting Started
Create your account
Set up DocOtto so you can start sending documents, collecting signatures, and tracking responses.
Your DocOtto account is where you manage templates, customers, campaigns, submissions, and support settings. Start here if you are new to DocOtto or helping someone else get their workspace ready.
Before you start
- Use an email address you can access. DocOtto may send verification codes and account notifications there.
- If your organization already uses DocOtto, ask the workspace owner whether they should invite you instead of creating a separate account.
- Keep your company name and support email consistent. Customers may see these details when receiving document requests.
Steps
2
Enter your account details
Add your name, email address, organization details, and any required setup information. These details help identify your workspace and support future document workflows.
3
Verify your email address
Check your inbox for a verification code or confirmation message. Enter the code in DocOtto to finish account verification.
4
Review your workspace settings
Before sending documents, confirm your sender name, support contact, and any customer-facing details are correct.
Common issues
I did not receive the verification email
Check spam or junk first, then search your inbox for DocOtto. If your company uses strict email filtering, ask your IT contact to allow DocOtto emails.
My organization already has an account
Use the existing workspace when possible. Multiple separate accounts can make customer records, templates, and submissions harder to manage.
Helpful tips
- Use a real support address customers can reply to or recognize.
- Do not create multiple workspaces unless you intentionally need separate customer lists or document workflows.