> For the complete documentation index, see [llms.txt](https://capsign.gitbook.io/capsign/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://capsign.gitbook.io/capsign/getting-started/quickstart.md).

# Quickstart

Get started with CapSign in minutes. Create your smart wallet instantly with Face ID or Touch ID - no complex setup required. Identity verification can be completed later when you're ready to invest.

## Prerequisites

To create your account, you'll need:

* A device with **Face ID** or **Touch ID** (iOS, Mac, Android with biometric support)
* A stable **internet connection**

That's it! No email, no government ID - just your biometric authentication. You can start exploring immediately.

## Step 1: Create Your Account

Visit [app.capsign.com](https://app.capsign.com) to create your account.

### What Happens:

1. **Click "Sign Up"** or "Get Started"
2. **Set up biometric authentication**
   * Your device will prompt you to use Face ID or Touch ID
   * This creates a secure passkey stored in your device's secure enclave
3. **Create your smart wallet**
   * A smart account (ERC-4337) is automatically created
   * Your wallet address is derived from your passkey's public key
   * No seed phrases to manage!

### What is a Smart Account?

Your CapSign account uses a **smart contract wallet** that:

* Requires biometric authentication for all actions
* Supports gasless transactions (no need to hold ETH)
* Can be recovered through social recovery mechanisms
* Works seamlessly across multiple devices

**Time required**: 30 seconds

## Step 2: Explore the Platform

You can now explore CapSign and familiarize yourself with the interface. Many features are available immediately without identity verification.

### What You Can Do Without Verification

* View your wallet and address
* Explore the interface
* Read documentation
* Set up account preferences
* Add additional contexts (when invited to entities)

## Step 3: Complete Identity Verification (When Ready)

When you're ready to invest or access regulated features, complete identity verification.

### Why Identity Verification?

CapSign operates in private securities markets and requires KYC (Know Your Customer) compliance for investment activities. This protects both you and the platform while ensuring regulatory compliance.

### Verification Process:

1. **Navigate to Settings** → **Identity Verification**
2. **Complete verification through Persona**
   * CapSign uses Persona (via Bridge.xyz integration) for identity verification
   * Provide basic information and ID documents
   * Complete liveness check with selfie
3. **Automated verification**
   * Persona performs real-time identity checks
   * Results typically within 1-5 minutes
   * Manual review if needed: 1-24 hours

### What Happens Behind the Scenes:

* Your information is verified through **Persona** via **Bridge.xyz integration**
* An **attestation** is created on-chain via Ethereum Attestation Service (EAS)
* This attestation proves your identity without revealing personal details
* The attestation is linked to your wallet address

### Issuer-Issued Attestations

In addition to identity verification, **issuers can issue attestations** for their users directly through the CapSign UI:

* **Accredited Investor Status** - Issuers verify and attest to accreditation
* **Professional Credentials** - Custom attestations for qualifications
* **Custom Attestations** - Application-specific credentials

These issuer attestations are used primarily for investment qualification and compliance.

**Time required**: 5-10 minutes (plus review time)

**Note**: Verification is required for investment activities, but you can create your account and explore the platform without it.

## Step 4: Explore Multi-Entity Workflows

Once you're set up, CapSign supports complex organizational access patterns.

### Understanding Contexts

CapSign supports **multi-entity workflows** through context switching:

**Use Cases**:

* **Individual Investor**: Your personal investment account
* **Corporate Employee**: Access your company's investment entity
* **Fund Manager**: Manage multiple SPVs and fund entities
* **Multi-Role**: Switch between GP of Fund A, LP in Fund B, CFO of Corp C

**How It Works**:

1. Click the account context menu (top right)
2. Select the entity you want to access
3. All features now operate in that context
4. Switch instantly - no logging in and out

**Example**: You're a fund manager with 3 SPVs and also an LP in another fund:

* Context 1: Personal account (individual investor)
* Context 2: SPV Alpha (GP role)
* Context 3: SPV Beta (GP role)
* Context 4: SPV Gamma (GP role)
* Context 5: XYZ Fund (LP role)

Switch between all five from the context menu.

### Your Dashboard

After logging in, you'll see:

* **Current Context** - Which entity you're operating as
* **Wallet Balance** - Smart account balance for current context
* **Attestations** - Identity credentials (once verified)
* **Documents** - Signed and pending documents
* **Activity** - Recent transactions and actions

### Key Features to Try

1. **View Your Attestations**
   * See all identity attestations linked to your account
   * Share attestations with third parties
   * Understand what each attestation means
2. **Sign a Document**
   * Navigate to Documents
   * Upload or select a document
   * Sign with your biometric authentication
   * The signature is recorded on-chain
3. **Manage Your Wallet**
   * View your wallet address
   * Check balances across different tokens
   * Review transaction history
4. **Explore Settings**
   * Update profile information
   * Configure notification preferences
   * Manage connected accounts
   * Review security settings

## Understanding Key Concepts

### Smart Accounts

Your CapSign account is a **smart contract wallet** (ERC-4337), not a traditional externally owned account (EOA). This means:

* **Programmable** - Advanced features like recovery, spending limits, and multi-sig
* **Gasless** - Platform sponsors gas fees for certain operations
* **Secure** - Multi-factor authentication and advanced security features

Learn more: [Key Concepts - Smart Accounts](/capsign/getting-started/key-concepts.md#smart-accounts)

### Passkeys

Instead of passwords or seed phrases, CapSign uses **passkeys**:

* Stored in your device's secure enclave (never on servers)
* Protected by Face ID or Touch ID
* Can't be phished or stolen remotely
* Synced securely across your devices via iCloud Keychain or Google Password Manager

Learn more: [Key Concepts - Passkeys](/capsign/getting-started/key-concepts.md#passkeys)

### Attestations

**Attestations** are on-chain credentials that prove facts about you:

* Identity verification (KYC)
* Accredited investor status
* Geographic location
* Age verification
* Custom credentials

Learn more: [Key Concepts - Attestations](/capsign/getting-started/key-concepts.md#attestations)

## Next Steps

Now that you're set up, explore these guides:

### For Users

* [**Identity Verification Guide**](https://github.com/capsign/docs/blob/main/guides/identity-verification.md) - Detailed KYC walkthrough
* [**Managing Your Wallet**](https://github.com/capsign/docs/blob/main/guides/managing-your-wallet.md) - Wallet operations
* [**Viewing Attestations**](https://github.com/capsign/docs/blob/main/guides/viewing-attestations.md) - Understanding your credentials
* [**Security Best Practices**](https://github.com/capsign/docs/blob/main/guides/security-best-practices.md) - Keep your account safe

### For Developers

* [**Protocol Overview**](/capsign/protocol-developers/protocol.md) - Understand the smart contracts
* [**Interface Documentation**](https://github.com/capsign/docs/blob/main/interface/README.md) - Build on CapSign
* [**API Reference**](https://github.com/capsign/docs/blob/main/api-reference/README.md) - Complete API documentation

## Troubleshooting

### Can't create account?

* Ensure your device supports Face ID or Touch ID
* Check that you're using a supported browser (Chrome, Safari, Edge)
* Clear browser cache and try again

### Verification taking too long?

* Most verifications complete within minutes
* Check your email for any requests for additional information
* Contact support if verification exceeds 24 hours

### Can't sign in?

* Ensure biometric authentication is enabled on your device
* Try the "Use a different passkey" option
* Contact support for account recovery assistance

## Getting Help

Need assistance? We're here to help:

* [**FAQ**](/capsign/getting-started/faq.md) - Common questions and answers
* [**Discord Community**](https://discord.gg/gSmnZ9wmNv) - Chat with users and team
* [**Email Support**](mailto:support@capsign.com) - Direct support
* [**Troubleshooting Guide**](https://github.com/capsign/docs/blob/main/advanced/troubleshooting.md) - Technical issues

***

**Ready to start?** [Create your account now](https://app.capsign.com) →