Getting Started

5 min read

Welcome to Baseflow! This guide will walk you through setting up your account, creating your first contract, and getting familiar with the dashboard. By the end, you will be ready to streamline your contract workflow.

Account Setup

Creating your Baseflow account takes less than two minutes. Follow these steps to get started.

Step 1: Sign up for Baseflow

1
Go to baseflow.com/register
Click the "Get Started" button on the homepage or use the direct link.
2
Enter your email address
Use a business email for better deliverability of contract notifications.
3
Create a secure password
Use at least 8 characters with a mix of letters, numbers, and symbols.
4
Click "Create Account"
You can also sign up with Google or Microsoft for faster onboarding.

Verify Your Email

After signing up, you will receive a verification email. This step ensures the security of your account and enables all Baseflow features.

Check your inbox

Look for an email from "Baseflow" with the subject "Verify your email address." Click the verification link within 24 hours. If you do not see it, check your spam folder or request a new verification email from the login page.

Complete Your Profile

After verification, you will be guided through a quick onboarding flow to set up your workspace.

Personal Information

Add your name, job title, and phone number. This information appears on contracts you send.

Company Details

Enter your company name, address, and upload your logo. These will be used in contract templates.

Your First Contract

Now that your account is set up, let us create your first contract. This walkthrough covers the essential steps.

1. Create a new contract

From your dashboard, click the "New Contract" button. You can start from scratch or choose from our library of professionally-designed templates.

2. Fill in contract details

Add the contract title, description, and any custom fields. Use dynamic variables like {{client_name}} to personalize contracts automatically.

3. Add signers

Enter the email addresses of everyone who needs to sign. You can set the signing order and assign different roles (signer, viewer, approver).

4. Send for signature

Review your contract, customize the email message, and click "Send." Signers will receive an email with a secure link to view and sign the document.

Pro tip

Save time by creating templates for contracts you send frequently. Templates preserve your formatting, fields, and default signers.

Dashboard Overview

Your dashboard is the command center for all your contract activities. Here is what you will find in each section.

Overview

See key metrics at a glance: contracts sent, pending signatures, completion rate, and recent activity. Quick actions let you create new contracts or access recent documents.

Contracts

Browse all your contracts with powerful filtering and search. View by status (draft, pending, completed, expired) or organize by folders and tags.

Activity Feed

Track every action in real-time: when contracts are viewed, signed, or commented on. Get notified of important updates instantly.

Notifications

Stay informed with customizable alerts for signatures, deadlines, and team activity. Configure email, in-app, or mobile push notifications.

Next Steps

You are all set! Here are some recommended next steps to get the most out of Baseflow.

Need help getting started?

Our support team is available 24/7 to help you succeed.

Visit Help Center Contact Support