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Creating documents

Document settings for a document in draft

Document settings for a document in draft

Expiration date/time, owner, sign by hand, sign by initials, signature transfer, set as private, download as a PDF, delete document (eSign)

Updated over a week ago

How to access Settings

Click on the three dots up at the top
Select Settings

Here you can set:

Expiration date
Expiration time
Change owner
Sign by hand (draw signature)
Sign with initials
Allow signature transfer (the recipient can transfer their signature to someone else)
Set the document as Private

How to download the document as a PDF

Click on the three dots up at the top
Select Download as PDF
The download will begin shortly and then you will get your document as a PDF

How to delete a document

Click on the three dots up at the top
Select Delete
Done!

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