1. Knowledge Base Home
  2. CoraCloud
  3. Getting Started with CoraCloud

CoraCloud Account Owner Setup

CoraCloud_Logo_For_Articles

Thank you for your interest in CoraCloud! To set up your CoraCloud account, follow the steps below:

  1. Visit our website (www.coraltreetech.com/coracloud) and click the purple ‘Sign Up’ button at the top right corner of the page. You may also click the button below. 
  2. On the next page (shown below), enter your name, email address, and create a password, then click ‘Register’.
  3. CoraCloud will send you an email with a verification code. Go to your email to retrieve the code, then enter the code in the available text box (shown below).
  4. The page will refresh after you enter the verification code and prompt you to log in. Log in with the email and password you just created.
  5. On the subsequent screens, read and accept the ‘Master Subscription Agreement’. On the next screen enter your account information. The eSign PIN will be used when you are invited to securely sign a document. You will be asked to enter the PIN before accessing the document that needs to be signed.
  6. Your CoraCloud account has now been created. The next screen will show your CoraCloud Dashboard, which is what you’ll see every time you log in to the CoraCloud website.
  7. You can now add Team Members, add Clients, set up 'My Firm' Entities, create/upload folders and files, initiate eSignatures, and create Organizers in your CoraCloud account.