Subscription page Overview#

Welcome to the Subscription landing page, here you'll find the tools needed to manage your account's TrueSign Subscription.

Subscription Details Content changes with subscription plan, addition version shown below: Subscription Details Top

Subscription controls#

  • Purchase a Subscription: This button will take the user to look at the various subscription plans we offer. This is only shown if you are a Free Personal user.
  • Current Subscription: This label will show your current subscription level.
  • More Add-ons: This button is used to add additional features to your subscription. This is not shown if you are a Free Personal user.
  • Team User Usage: This info tile will show the information regarding the Team Users associated with your subscription.
  • Personal Envelope Usage: This info tile will show the information regarding the Personal Envelopes associated with your subscription. This is only shown if you are a Free Personal user.
  • Public Envelope Usage: This info tile will show the information regarding the Public Envelopes associated with your subscription.

Subscription Details Bottom

Next Billing Cycle#

  • Change Future Subscription: This button is used to make changes to your future subscriptions or to cancel your subscription.
  • Renewal Date: The next date you will be charged for your subscription.
  • An itemized list of the services and the tax included in your next bill.

Billing Details#

  • Credit Card: This button is used to view/edit your payment information. This is only shown if you have a stored payment method.
  • Download Invoice: This button is used to download the invoice for the selected transaction.

Accessing the Subscription page#

A User is able to access the Subscription page of TrueSign but selecting My Subscription from the drop down menu located at the top-right of the page.

TrueSign Home Menu

Purchasing a Subscription#

To purchase a subscription, a Free Personal user will start on the Subscriptions page and use the Purchase a Subscription button in the top right corner of the page.

On the following page, the user will be able to see our Monthly or Yearly plans.

Subscription Purchase Monthly You can switch between our Monthly and Yearly billing cycles via the toggle. Subscription Purchase Yearly

As well as purchase addiontal add-ons.

Subscription Purchase Add-ons

Before being given a summary of their order.

Subscription Purchase Summary

When the user clicks on the Review & Purchase button, they will be directed to enter their payment information.

Subscription Purchase Payment

If successful, the users should see the confirmation box.

Subscription Purchase Confirmation

The user will also be emailed a receipt that shows the services they provided.

Subscription Purchase Email

Change your subscription#

To change their subscription, the user will use the Change Future Subscription button found in the Next Billing Cycle section of the Subscription page. This is not shown if you are a Free Personal user.

From here, the user will select a new subscription and continue the process of purchasing a subscription.

Please note you will see your current tier with the red Current label.

Subscription Purchase Modifications

Cancel your subscription#

To cancel their subscription, the user will use the Change Future Subscription button found in the Next Billing Cycle section of the Subscription page. This is not shown if you are a Free Personal user.

From here, the user will select the red Cancel Subscription button near the top-right of their page.

Subscription Purchase Modifications

Purchase add-ons#

To purchase add-ons, the user will use the More Add-ons button found in the top section of the Subscription page. This is not shown if you are a Free Personal user.

The user will then select the add-ons they wish to enclude and click on Review & Purchase.

Subscription Details Add-ons

An itemized summary of their purchase will be disalyed and a user can either Cancel the order of click on the Purchase (Card Info) button.

Subscription Details Add-ons Summary

Change payment information#

To change their payment information, the user will use the Credit Card button found in the Billing Details section of the Subscription page. This is the white button with red text.

A pop-up will display with the payment information on it. From here, the user can chose to Cancel or select the Change Card button to edit the information.

Subscription Details Card Info