1. Getting Started
Hello and welcome, we are happy to introduce you with Cellosign, First let’s get the basics.
What is Cellosign?
Cellosign is a data collection application which can help you easily and securely collect data in shape of forms. From the end client point of view this is as simple as form where pieces of data are injected into, validated and submitted. Cellosign is able to collect and validate data in any conceivable method, as simple as make sure that ID number is correct or with complex cases validating data with remote application to ensure data integrity.
But wait there’s so much more..
With Cellosign you will be able to easily configure a complete journey that involves multiple recipients along the way. For example a journey that starts with a remote-client, continue to back office for further inspections can be automated with simple as drag and drop and clicks.
Cellosign is easily integrated with 3rd party applications through APIs and Application connectors to GET, UPDATE, CREATE or DELETE data records in a remote source.
Where do I go from here?
We strongly advise you to read the documentation within the Getting started guide, it includes important information regards getting support, best practices that can get you up to speed with no hassle. Next, for your convenience, our documentation is organized by User Application components, so just pick up the documentation according to your role and your tasks.
1.1 Best practices
Security first
Regardless if you are using Cellosign builtin login or your organization Single Sign On application, keep your password safe:
- Do not use passwords or tokens that were not granted to you. This is strictly prohibited
- Do not leave notes with password on your desk
- Keep your password easy to remember and hard to guess
- If you have a slight suspicious that something is wrong, logout immediately, report your manager and Cellosign support for immediate response
Testing new business processes
It is recommended that new or changes to existing business processes will be carried out at pre-production environment rather than production. This will help you to develop the process in a secured and controlled environment with no client access and no disruption to production environment.
Every type of business process and it’s related meta data can be easily exported from pre-production and uploaded to production when testes are completed.
1.2 Change management
New releases are distributed every other month in according to yearly plan that takes into account holidays and peek times such as end of Quarters and end of year.
On Cellosign cloud application typically new releases are distributed to production occurs at Thursday night. There are also reserved time slots for distribution for on premise clients.
Please make sure to read full cycle practice, schedule and change logs in this documentation branch.
1.3 How to contact Cellosign support
Cellosign customers have the option to contact Cellosign support by submitting a ticket using our web form.
Important: in case of critical production issues open a ticket and contact your account manager / support by phone.
What kind of issues can be submitted:
- General Support issues.
- Reporting a bug.
- New request or CR.
Note: in our FAQs section you can find detailed information about common issues.
There are several options to submit a ticket.
In case you can login to Cellosign application the options are:
- From “Processes” screen (recommended).
- From main application menu.
In case you cannot login, contact Cellosign support from the web site.
See below a detailed explanation of each option.
Contact Cellosign support from “Processes” window

- Login the Cellosign application.
- Navigate to the “Processes” window.
- Select the transaction from the list and press “Show Transaction Details” (+).
- Click “Service call” button. You will be redirected to “Request for support and reporting service” form.
- Add the details and send the form. Please describe a complete scenario and add as much information as possible.
- The ticket will be opened automatically with all the attached to the form information.
- You will receive an email with the ticket number and all the details to the email address filled in the form.
- To update the ticket or add an additional information click the link in the received email.
- You will be redirected to the ticket details in the support site.
- If, for any reason, you have lost access to your Cellosign account, you can still submit a support ticket from the web site (see below).
For more information about “Processes” window read here.
Contact Cellosign support from the application

- Login the Cellosign application.
- Click “Service call” button at the left bottom corner.
- You will be redirected to “Request for support and reporting service” form.
- Add the details and send the form. Please describe a complete scenario and add as much information as possible.
- The ticket will be opened automatically with all the attached to the form information.
- You will receive an email with the ticket number and all the details to the email address filled in the form.
- To update the ticket or add an additional information click the link in the received email.
- You will be redirected to the ticket details in the support site.
- If, for any reason, you have lost access to your Cellosign account, you can still submit a support ticket from the web site (see below).
Contact Cellosign support from the web site

- Navigate to Cellosign site.
- Click “Support” button at the top menu at the right.
- You will be redirected to “Request for support and reporting service” form.
- Add the details and send the form. Please describe a complete scenario and add as much information as possible.
- The ticket will be opened automatically with all the attached to the form information.
- You will receive an email with the ticket number and all the details to the email address filled in the form.
- To update the ticket or add an additional information click the link in the received email.
- You will be redirected to the ticket details in the support site.
For detailed information about “Privacy statement” read here.
1.4 Login
- Connect to the representative interface page using the URL provided to you by Cellosign:

2. Enter your user name and password and click the ‘Sign In’ button.
If its the first time you are logging in , you will need to set a new password:

Enter a new password on the ‘New password’ field and again on the ‘Confirm password’ field.
Click the ‘Change Password’.
After the successful login in the header of the interface you can see the user name, where under it you can find Profile details and Logout option.

To send a form to the client from the agent’s interface, press the “Show Agent” button.
For a detailed explanation about user application read here.
1.5 Send a form

To send a form to the client from the agent’s interface, press the “Show Agent” button at the top of the screen and select a form prepared for you from the list. For more information about forms templates read here.

Enter the client’s email address or mobile phone number at the top of the screen and press “Connect” button.
At this point, when the client opens the link from the phone message or the email, you can both work together on the form.

Visit Screen sharing section for more information about the screen sharing option.
When the client sends the form (after all the mandatory fields have been filled in) you will receive the signed form by email.
For additional information about how to send a form in Cellosign application read here.
1.6 Screen sharing

Cellosign system allows sending a template to the client and creating a common interface (client and agent) for filling out a common template. The interface allows the agent to view the values entered by the client and the client to view the values entered by the agent in real time. Each of them (agent, client) can add values according to the editing and viewing permissions given in the template.
The screen sharing option can be implemented in two ways, through the Show Agent interface or Processes interface.
In the Show Agent interface, the option exists by default and under the following conditions:
- Agent has sent the template (a timer indicator will appear next to the target box for sending the template).
- Client opened the link sent to him (a green indicator will appear at the bottom of the screen at the agent side in real time).
If both conditions are met, you can use the screen sharing option.


For more information about Show Agent interface read here.
In Processes interface the option exists in the actions screen under the specific transaction.
Press “+” next to the transaction that need to share:

After it press “Show Agent” button to open the transaction from the agent side:

Note: In Processes interface users with organization manager or project manager privileges can also open a client screen by pressing “Show Client” button and view or edit the template with client permissions.
For more information about Processes window read here.