Dashboard, Dealboard, Documents, Products, Archive, Contracts, Reports and Contacts
29 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
ContactsHow 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 and how to access our template library
Creating a templateCreate a new template. Create and edit a Google Docs template.
Upload file, use the editor, use a template, link, video and Google Drive
Adding recipients and template roleHow to add a default recipient to a template you create, adding a template role
Adding 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.
Adding and editing fields on a templateHow to add and edit different fields to your created template for PDF and our Editor and adding link fields
Adding an attachment to a templateHow to add supplemental docs, files, and webpages to a template
Template engagement and interactionHow to add an engagement video to your template
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