How to create a document to be delivered and what you can do when in Draft mode
Create a document for sending
Guides on how to create a document to send, what you can add to your document, how to use a Google Docs template, upload and Customize a Word merge doc and adding tags to document
How to create a new documentSteps to how to create a document
How to build your document for sendingHow to Upload a file, use the Editor block, Template block, Video block, Link block, and Google Drive Block.
How to use a GoogleDocs TemplateHow to use and edit a GoogleDocs template for send-outs
Upload and Customize a Word Merge DocHow to in-line customize a Word Merge document
How to add tags to your documentHow to add tags to your send-out from your tag library.
Recipient Tab
Guides navigating and explaining the recipient tab in the sendout process
How to add recipient(s) to a documentHow to add recipients to a document
What different roles a recipient can have and what they meanSigner, Only view, Approver (Internal&External)
How to create a signing orderHow to setup a workflow after adding recipients
How to add authorization for a recipient when opening or signing a documenteID, Password and SMS
How to activate Electronic Identification (eID) signing for a documentHow to activate Electronic Identification (eID) signing for a send-out
Add Tab
Guides navigating and explaining the Add tab in the sendout process
Field typesExplains what the GetAccept field types are and how they can be used
How to add fields to an uploaded fileHow to add fields to a document
How to add Link fields to a documentHow to connect certain areas of your document with a hyperlink
How to add an attachment to a documentHow to add files and web pages to your document
How to edit and change settings for a field in a documentHow to edit and change settings for a field in a document
Engage Tab
Guides navigating and explaining the Engage tab in the sendout process
How to add an intro video to your documentHow to add an intro video to your document
How to enable the Automated Live-ChatHow to automatically start a conversation with your recipients
How to activate 'Identify New Viewers'How to collect contact info from new recipients of your sendouts
How to activate 'Instant Phone Call'How to create a channel of communication with Connect-to-Call
Send Tab
Guides navigating and explaining the Send tab in the sendout process
How to send a document via EmailHow to deliver your document with a white labeled email template
How to send a document by Sharing a LinkHow to send documents using a provided URL
How to send a document via SMSHow to send your docs out through text message
How to sign documents In-PersonOpening documents on your device for recipients to sign in-person
How to access and change Email Templates before sending a documentHow to apply email templates for delivering to specific recipients
Manage your draft
How to access the menu in draft, delete, preview, edit expiration date, how to add multiple files, arrange your document's pages and how to save your signature
How to access settings on a documentWhere to access the draft action menu to access the settings
How to preview a document before sending itHow to preview your document before sending it
How to delete a document in draftHow to delete a document that you have began preparing
How to update the expiration date in a document draftHow to update the expiration date in a document draft
How to upload more than one file when sending a documentReplace or upload another document after uploading the original
How to rearrange your document's pageHow to rearrange your document's pages
How to create and save your handwritten signatureHow to create and save your handwritten signature for future use
Draft - Settings
Settings you can make before the document is sent
How to change document owner in a document draftHow to change document owner in a draft
How to enable signature transfer on a document draftHow to let your recipient forward their signing rights to a new recipient
How to enable handwritten signature on a document draftHow to enable handwritten signature in a draft
How to enable 'Sign document with initials' on a document draftHow to enable signing using initials in a draft
How to set contract start and end date in a document draftHow to set contract start and end date in a document draft
How to make your document private for other users in a document draftHow to make your document private for other users