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41 articles in this collection
Written by
Alan Sincich,
Andrea Rodikova,
Andrew Santamaría
and 2 others
Draft Action Menu
Draft Action Menu
Where to access the draft action menu when preparing your document
Written by
Andrea Rodikova
Updated over a week ago
Preview Document in Draft
How to preview your document before sending it
Written by
Andrea Rodikova
Updated over a week ago
Delete a Drafted Document
How to delete a document that you have began preparing
Written by
Andrea Rodikova
Updated over a week ago
Update Expiration Date in Draft
How to update the expiration date in a document draft
Written by
Andrea Rodikova
Updated over a week ago
Set Contract Start and End Date
How to set contract start and end date in a document draft
Written by
Andrea Rodikova
Updated over a week ago
Change Document Owner
How to change document owner in a draft
Written by
Andrea Rodikova
Updated over a week ago
Enabling Handwritten Signatures
How to enable handwritten signature in a draft
Written by
Andrea Rodikova
Updated over a week ago
Enable Signing using Initial
How to enable signing using initials in a draft
Written by
Andrea Rodikova
Updated over a week ago
Allow Signature Transfer
How to let your recipient forward their signing rights to a new recipient
Written by
Andrea Rodikova
Updated over a week ago
Private Document
How to make your document private for other users
Written by
Andrea Rodikova
Updated over a week ago
Document Action Menu
Document Action Menu
Overview over the Document Action Menu
Written by
Andrea Rodikova
Updated over a week ago
Previewing Your Document After Sending
How to preview the sent out document from the document action menu
Written by
Andrea Rodikova
Updated over a week ago
Updating the Expiration Date on sent-out documents
How to update the expiration date on a sent out document from the document action menu
Written by
Andrea Rodikova
Updated over a week ago
Updating Deal Value
How to update your document value from the document action menu
Written by
Andrea Rodikova
Updated over a week ago
Send a Video Reminder via Desktop
How to send video reminders from the document action menu
Written by
Andrea Rodikova
Updated over a week ago
Send an Email Reminder
How to send an email reminder from the document action menu and Dealboard
Written by
Therese Springare
Updated over a week ago
Send SMS reminder
How to send an SMS reminder from the document action menu
Written by
Andrea Rodikova
Updated over a week ago
Upcoming activities
Change the interval for automatic reminders from the document action menu
Written by
Andrea Rodikova
Updated over a week ago
Add New Recipients on Sent Documents
How to add a new signer or viewer on a document that has been sent
Written by
Andrea Rodikova
Updated over a week ago
Download document
How to download a sent-out document from the document action menu
Written by
Andrea Rodikova
Updated over a week ago
Upload signed document
Upload a PDF of the manually signed document through the document action menu
Written by
Andrea Rodikova
Updated over a week ago
Mark as Lost
Mark a sent-out deal as lost through the document action menu
Written by
Andrea Rodikova
Updated over a week ago
Delete a Sent Document
How to delete a sent-out document through the document action menu
Written by
Andrea Rodikova
Updated over a week ago
Create a New Version
How to create a new version of a document
Written by
Andrea Rodikova
Updated over a week ago
Preparing and Delivering Menu and Features
Saving Your Signature
How to create and save your handwritten signature for future use
Written by
Andrea Rodikova
Updated over a week ago
Uploading Multiple Documents
Replace or upload another document after uploading the original
Written by
Alan Sincich
Updated over a week ago
Arranging Your Document's Pages
How to rearrange your document's pages
Written by
Alan Sincich
Updated over a week ago
Document Summary Menus and Features
Recipient Action Menu
Which actions can be taken with Recipient Action Menu
Written by
Gustaf Wiking
Updated over a week ago
View a Sent Email Message
How to find and see the message that was sent out in the email
Written by
Andrea Rodikova
Updated over a week ago
Recall a Signer from a Document
How to recall a signer from a document from the document summary page
Written by
Andrea Rodikova
Updated over a week ago
Updating a Sent GoogleDoc
How to update a GoogleDoc that you have already sent to a recipient
Written by
Alan Sincich
Updated over a week ago
Fields
Field Types
Explains what the GetAccept field types are and how they can be used
Written by
Andrea Rodikova
Updated over a week ago
Edit fields
How to edit and change settings for a field in a document
Written by
Andrea Rodikova
Updated over a week ago
Merge Variable List
Use these merge variables to personalize your send outs
Written by
Andrew Santamaría
Updated over a week ago
Contract Management
Upload a document to Contract Management
How to upload a document to Contract Management
Written by
Andrea Rodikova
Updated over a week ago
Search for documents in Contract Management
How to add filters and find documents in Contract Management
Written by
Andrea Rodikova
Updated over a week ago
Edit documents in Contract Management
How to edit and change settings for documents in Contract Management
Written by
Andrea Rodikova
Updated over a week ago
Create folders in Contract Management
How to create and edit folders in Contract Management
Written by
Andrea Rodikova
Updated over a week ago
Miscellaneous
Document statuses
List of different statuses shown on document/recipient level
Written by
Therese Springare
Updated over a week ago
Download All Archived Documents
How to download all your signed documents in your archive
Written by
Andrea Rodikova
Updated over a week ago
Email Templates for Specific Sendouts
How to create email templates for delivering to specific recipients
Written by
Alan Sincich
Updated over a week ago