When preparing the document you will see an Engage tab in the top right. Click on it and you will see a video preview with a Start button on it. Click this and your webcam will be activated. You will then be able to record a quick introduction video by clicking Record. Stop the recording by clicking the Record button again, then click Save:

You can also upload standard YouTube videos, a Vimeo URL, a video stored anywhere on your computer, or use our Mobile App to record a video. Simply click the library button to upload a video. If you use our Mobile App, the video will automatically sync and attach itself to the document you are preparing once you click the Use Video button. Once uploaded, you can add it your library and decide to share it with your team. Hit Save to continue preparing the doc.

After you have added your introductory video, you can choose how to deliver your document. You can use our email send out, send via SMS, or sign in-person.

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