Step 1. Register an account
- New users register a GoPaperless account.
- Sign in to the system.
User guide
Master the eContract platform quickly with Quantera's GoPaperless solution user guide. This section compiles a complete collection of intuitive video tutorials, detailed step-by-step visual guides, and clear explanations of every core feature. From new hires to senior managers, anyone can easily find topics tailored to their business needs to ensure a smooth, accurate, and seamless digitization process.
Register an account and buy a plan
New users create an account, share information via VNeID, choose a plan and complete payment before using the service.
Step 2. Share information via VNeID
- The user shares personal or business information through VNeID.
- The system receives and updates the information.
Step 3. Buy a plan / top up
- The user chooses the service package they want to use.
- Enter a referral code if available.
- Review the registration details and selected plan.
- Agree to the additional service fee schedule and the tiered pricing for creating new records.
- Click Create payment.
Step 4. Payment
- The system displays the payment QR code.
- The user scans the QR code with a banking app and completes payment.
Step 5. Payment confirmation
- The system automatically checks the payment status.
- When payment succeeds, the screen shows: Top-up successful.
Step 6. Complete
- The user clicks Complete.
- The system opens Balance & transaction history so the user can check:
- Available balance
- Top-up history
- Transaction history
Create a contract
Basic contract setup
Create a new document
Step 1: On the menu bar, select Documents.
Step 2: Click Start to open the new document setup screen.
Step 3: Under Upload document, there are two ways to upload the file to sign:
- Method 1: Drag and drop the file into the upload box.
- Method 2: Click the upload box and choose the file to sign.
Step 4: Depending on your needs, choose one of the four workflows:
01
Sequential
The document is sent in recipient order (the next person is notified only after the previous person has finished).
02
Parallel
All recipients receive the document at the same time and work independently, without waiting for each other.
03
Individual
The system creates a separate copy for each recipient, each person's progress is independent.
04
Custom
Combines sequential and parallel (divided into ordered groups; individuals at the same tier or sequence process tasks in parallel before advancing to the next tier).
Step 5: After choosing a signing workflow, click Add participant to add a participant and edit their details.
Step 6: Configure optional document settings if needed:
- Category: classify the document for easier search and management later.
- Set signing deadline: the deadline for all parties to finish signing. After this, the document expires and can no longer be signed.
Step 7: Click Continue editing to draft the contract document.
Draft the document
Step 1: Under Participants, select the participant who needs data fields added.
Step 2: On the document file, right-click where you want to add a data field and add the required field.
Step 3: After adding the required fields, click Share now to send the contract to participants and complete drafting.
Complete and track the document
After publishing the document, the creator can track processing progress and signing status in two ways:
Method 1: Track an overview of the file on the Documents page.
Method 2: Track details in Audit log: open the document name to view the detail screen. Scroll to Actions and select the Audit log tab (or the Audit log button at the top) to see timestamps for each action (who viewed it, when, and when it was signed).
