Advanced Features

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

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

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

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

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

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

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