How to create a document to be delivered and what you can do when in Draft mode
10 articles
Creating a documenthow to create, upload a file, Word Merge Doc, use the editor, use a template/google docs, add a video or link, import from google drive
Creating a document: How to add recipients, set up roles and authorization methodHow to add recipients to a document, adding a recipient to a template role, what roles a recipient can have and add authorization
Creating a document: How to add tagsHow to add tags to your send-out from your tag library.
Creating a document: How to add and edit fieldsHow to add fields to a document
Creating a document: Adding attachmentsHow to add attachments, how attachments works and frequently asked questions
Creating a document: Document Engagement and InteractionHow to add an intro video to your document, chat, Identify new users and Instant phone call
Creating a document: Document Delivery: Email, Link, and SMSHow to deliver your document via Email, Link and SMS
Creating a document: How to preview a document before sending itHow to preview your document before sending it
Creating a document: Document settingsAccess settings, change owner, signature transfer, sign with initials, set to private, set start-end date, handwritten signature, delete
Creating a document: How to set up the expiration dateHow to update the expiration date in a document draft