Signera Knowledgebase

All of Signera's training and documentation has been upgraded to reflect our new interface and new terminology.

We strongly encourage all users to upgrade to the new interface as soon as possible.

All new clients and user accounts are automatically added to the new interface.

New features and upgrades are primarily done on our new interface, so you will be missing out on the full power of the Signera product by using the old interface.

However in an attempt to keep Signera as user-friendly as possible, we are NOT forcing users to use the new interface. Every customer has the option to choose which interface they will use.

All users can also change between the new interface and the old interface.

However, with that in mind, please note that if some of your companies' users are using the new interface and some are using the old interface, some users using the old interface may not be able to interact with all the content created with new features in the new interface.

With all that said, here is how you can upgrade your user account to the new site (or consequently, revert your interface to the old design):
1) Login to Signera
2) Go to "Settings" link at the top right side of the page
3) At the bottom of the page, enter "test" in the box labeled "Show New Site?"
4) Enter your login password in the password box to confirm you are making this change
5) Hit "Save"
(To change to the old interface, simply change the drop-down next to "Show New Site?" to "No")

If you are an "Admin User" and wish to change other user's interface for them, complete the following:
1) Login to Signera
2) Go to "Users" tab or "Users" button
3) Click "Edit" next to the User that will have their interface changed
4) At the bottom of the page, enter "test" in the box labeled "Show New Site?"
5) Hit "Save"
(To change to the old interface, simply change the drop-down next to "Show New Site?" to "No")


An e-mail was sent to all users in the system on July 25th 2018 about this change. An excerpt of the e-mail is below:

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First-Name Last-Name,

Though we are constantly making changes to the Signera system, we haven't always been so great at letting you know. Well, with the roll-out of a new user interface and multiple new features, we thought it was time to start. Over the next several months we will be calling all our clients to help them get set-up on the new user interface and outline some of the features they might not be aware are in our system. Additionally, we will be using Twitter to notify you of updates to the system on a regular basis.

To get to the new user interface, login to Signera and click on the "settings" link at the top right side of the page. At the bottom of that page enter the word 'test' in the box labeled 'Show New Site?'. Enter your password at the bottom of the page and update. If you logout and then login again, you will see the new user interface and features.

If you are an Admin user and want to set-up other users in the system to use the new interface, go to the 'Users' tab click on the 'Edit" button associated with their name and at the bottom of the page enter the word 'test' in the box labeled 'Show New Site?' and click save. The next time they login they will see the new user interface.

Follow us on Twitter to learn of new updates as they become available at https://twitter.com/Signera

[Rest of E-mail Redacted]