[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-163221-105":3,"detail-sidebar-cat-1-en-105":80,"doc-detail-163221-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":73,"head_meta":75,"extra_data":77,"updated_unix":79},105,"en","sign-up-quick-start-guide","Sign up - Quick start guide","","Quick start guide for signing up with TruCentive and getting to your first project within about an hour. It explains where to find the signup button, how to enter account information, and how to confirm your verification email, including the typical account verification time and what actions are unavailable during that window. It also covers KYC for higher monthly sending, plus the main account menu areas for completing company details, inviting members, assigning roles, configuring custom fields and notifications, and accessing billing and payment options.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/sign-up-quick-start-guide/163221/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/sign-up-quick-start-guide/163221.png","ImageObject",442,249,{"name":42,"@type":43},"\tWilliam","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/vnd.openxmlformats-officedocument.wordprocessingml.document","2026-09-29","2026-08-31",true,{"@type":52,"interactionType":53,"userInteractionCount":33},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"Where can I find the signup button on the TruCentive home page?","Question",{"text":62,"@type":63},"The signup button is located in the upper right-hand corner of the home page.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"How do I confirm my account after signing up?",{"text":67,"@type":63},"After signing up, a confirmation screen notifies you of the delivery of your verification email. Confirm your account from your sign-up email.",{"name":69,"@type":60,"acceptedAnswer":70},"What limitations apply before my account is verified, and when do I need KYC?",{"text":71,"@type":63},"Account verification takes about 4 business hours. During that time you can create and send test samples to yourself but cannot load funds for incentive deliveries. If you plan to send more than $1500 per month, complete the KYC (know your customer) form.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},163221,1790155214,{"code":4,"msg":81,"data":82},"success",[83,88,93,98,103,108,112,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},11,"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":110,"slug":111},17,40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":109,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":33,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":33},5909887254083,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","quick Start guide\nThis quick start guide is designed to get you up and delivering samples in under an hour. For more comprehensive help topics, please visit \u0013 HYPERLINK \"https://trucentivemail.com/Help\" \u0014https://trucentivemail.com/Help\u0015\nSign up\nSigning up with Trucentive starts at \u0013 HYPERLINK \"https://www.TruCentive.com\" \u0014https://www.TruCentive.com\u0015\nIn the upper right-hand corner of the home page, you will find the signup button.\nEnter your account information. The sign-up email address will the primary email associated with the account, but it can be changed, and additional users may be invited to your account.\nOnce you sign up you will see a conformation screen with a notification for the delivery of your verification email.\n\u000f\nConfirm your account from your sign-up email\nYou will then be directed to the login screen, and you can begin designing your first project!\nNote: It takes approximately 4 business hours to verify your account. During this time you can:\nCreate and send test samples to only to yourself\nYou will not be able load funds for incentive deliveries\nIf you plan on sending more than $1500 per month you will want to fill out your KYC (know your customer form). The KYC is a legal document that is required due to the 2001 Patriot Act, this document protects you as the user and us as the merchant against fraud and money laundering. It is just one more way that we keep your business extra safe while using our platform! Click here to start your KYC form: \u0013 HYPERLINK \"https://trucentive.com/know-your-customer/\" \u0014https://trucentive.com/know-your-customer/\u0015\nAccount Menu\nWhen you log in to your account you will see a handy tool bar on the left side of the screen.  This is where you can access everything in your account.\nStart by clicking on the account icon. Click on Account Overview and finish filling in all your company information. This will come in handy as you need this completed before you can send any type of incentive, even in test mode\nSelect Members, to invite other members in your company that you want to give access to. You can invite them to your account or to specific projects. You can also choose their role to limit capabilities. Hint: you can delegate what kind of role that you would like them to hold. Click here to see role definitions: \u0013 HYPERLINK \"https://trucentivemail.com/Help/knowledge-base/what-are-the-user-role-definitions/\" \u0014https://trucentivemail.com/Help/knowledge-base/what-are-the-user-role-definitions/\u0015\n\u000f\nRole Definitions\nAdministrator - The most powerful role in a Project or Account. At the account level, can manage users that are invited to the account or any project in the account; can examine all Project activity and view message deliveries for any particular project. Can create/edit/delete any Project in the account. Can perform all operations on envelopes. Can access any level of reporting. A Project Administrator can invite others to a project (but not to any other project or an account). A Project Administrator can view reports, message deliveries, etc., related to the project.\nAuditor - Can view the details of all Projects as an Account Auditor. As a Project Auditor can view individual projects. Envelope deliveries can be viewed. Envelope information can be viewed. Activity logs for a project can be viewed. Account auditors can view the list of account members, account funding details, account details, and project details. They generally cannot change anything.\nFunder - Can perform auditing functions in an account AND change project funding detail.\nCreator - In general, can create projects, change the design/parameters of a project, create test envelopes, and examine those test envelopes. They cannot originate non-test envelopes.\u000bRequestor - In general, can generate an envelope using an existing Project in the test or non-test mode from a single contact or uploaded list of contacts. Some characteristics of the envelope may be changed if the project allows it. The envelope is not immedi","cbCaibewghorY4PB","https://ap.wps.com/l/cbCaibewghorY4PB","docx",371950,10,"English","# Sign up\n## Account verification and next steps\n## KYC and sending limits\n## Account menu overview\n## Role definitions\n## Billing and payment options","[{\"question\":\"Where can I find the signup button on the TruCentive home page?\",\"answer\":\"The signup button is located in the upper right-hand corner of the home page.\"},{\"question\":\"How do I confirm my account after signing up?\",\"answer\":\"After signing up, a confirmation screen notifies you of the delivery of your verification email. Confirm your account from your sign-up email.\"},{\"question\":\"What limitations apply before my account is verified, and when do I need KYC?\",\"answer\":\"Account verification takes about 4 business hours. During that time you can create and send test samples to yourself but cannot load funds for incentive deliveries. If you plan to send more than $1500 per month, complete the KYC (know your customer) form.\"}]","Sign up - Quick start guide | DOCX",1788139709]