Dashboard, Dealboard, Documents, Products, Archive, Contracts, Reports and Contacts
37 articles
Introduction to our platform
Dashboard, Dealboard, Documents, Products, Archive, Contracts, Reports and Contacts
Dashboard - IntroductionHow to navigate the dashboard
Dealboard - IntroductionHow to navigate through your dealboard
Documents - IntroductionHow to navigate through all your documents
Product LibraryHow to create products and use them in your pricing tables.
Archive - IntroductionHow to navigate and access signed docs in the archive section
Contracts - IntroductionHow to organize your signed documents and agreements
Reports - IntroductionHow to navigate and pull reports about your documents' KPIs
Contacts - IntroductionHow to create, view, and update contact information
Content library
Articles about our template library and how to create your templates
Content LibraryGetting started with the Content Library
Template LibraryHow to find, edit and use a template from our library
How to Create a TemplateWhere and how to create a new template
How to build your templateHow to start adding content to your created template
How to add specific recipients to your templateHow to add a default recipient to a template you create
How to create a template roleHow to add specific recipient roles as template role to your template's workflow
How to add tags to your templateHow to add tags to templates so they automatically attach to send-outs.
This is a feature available from plan Enterprise Plus.
How to add fields to Templates for an uploaded PDF fileHow to add and edit different fields to your created template
How to add Link Fields to TemplatesHow to connect certain areas of your document with a hyperlink
How to add Attachments to TemplatesHow to add supplemental docs, files, and webpages to a template
How to add an Engagement video to your TemplateHow to add an engagement video to your template
How to update a template and keep the existing fieldsHow to make changes to your templates' docs without redoing fields
How to duplicate a templateHow to duplicate an existing template
How to create a Google Docs TemplateHow to create Google doc templates in your Templates folder in Drive
How to edit a Google Docs TemplateHow to make inline edits to your Google Doc templates
Contract management and Archive
What you can do within your Contract management (Enterprise plus plan) and in your Archive (Up to plan Professional)
How to upload a document to Contract ManagementA guide on how to upload a document to Contract Management
How to download your signed documents in your Contract managementHow to download your signed documents in your Contract management
How to search for documents in Contract ManagementHow to add filters and find documents in Contract Management
How to edit a document in Contract ManagementHow to edit a documents start/end date, value and owner
How to create and edit folders in Contract ManagementHow to create and edit folders in Contract Management
How to add tags on a document in Contract ManagementHow to add tags on a document in Contract Management
How to add a reminder on a document in Contract ManagementAdd a reminder for a contract
How to move a document to a folder in Contract ManagementMove a document to a folder in Contract Management
How to delete a document from Contract ManagementDelete a document in your Contract Management
How to download your signed documents in your archiveDownload your signed documents from the Archive
How to upload a document to your ArchiveUpload a document to your Archive
How to move a document to a folder in the ArchiveMove a document to a folder in Archive
How to delete a document in your ArchiveDelete a document from your Archive
How to create and edit folders in ArchiveHow to create and edit folders in Archive