How to create a document to be delivered and what you can do when in Draft mode
10 articles
Creating a documentSteps to how to create a document and what document types there is
Adding recipientsHow to add recipients to a document, adding a recipient to a template role, what roles a recipient can have and add authorization
Adding tagsHow to add tags to your send-out from your tag library.
Adding and editing fieldsHow to add fields to a document
Adding attachmentsHow to add files and web pages to your document
Document Engagement and InteractionHow to add an intro video to your document, chat, Identify new users and Instant phone call
Document Delivery: Email, Link, and SMSHow to deliver your document via Email, Link and SMS
How to preview a document before sending itHow to preview your document before sending it
Document settings (draft)Access settings, change owner, signature transfer, sign with initials, set to private, set start-end date, handwritten signature, delete
How to update the expiration date in a document draftHow to update the expiration date in a document draft