Explaining each section and settings you can do
15 articles
My profileAccess your profile settings
Document settingsHow to set up the entity default document settings for Signing, Recipient(s), and the Document, reminders, and notifications
How to create and set up an EntityCreate an entity and set up entity information
How to set up Communication templatesHow to create and set up communication templates
How to add users to your entityHow to add new users to your entity
How to Edit, Change user role, Deactivate, and Delete a userHow to Edit, Change user role, Deactivate, and Delete a user
How to create teamsHow to set up teams
How to add users and manage your teamsHow to add users to your team and how to manage an existing team
How to set up branding for your entitySet up branding for your entity
How to create and manage Email templatesCreate and manage Email templates
How to set up Tags for your entitySet up tags
How to set up Security settingsSet up Security settings
How to set up your Subscription and Billing settingsSet up your Subscription and Billing settings
Integrations settingsHow to find and connect integrations within the platform
Webhook settingsHow to find your Webhooks within the platform