How can I add a signature?
To add a signature, simply head to your
User Dashboard
and select the option 'Change Your Signature' from the menu.
How can I attach a file to a document?
In order to attach a file to send with a document, a user must have the proper
subscription status. When creating a new document from the User Dashboard,
enter your information and attach a file in the pop-up prompt.
Who can see the documents I send?
Documents you send are limited the users added to the document as well as any
administators who have added you to their company.
How many users can I add to a document?
You can add up to 25 users to any document.
How can I download an audit trail for my document?
Once all actions are completed and the document has been signed, a green check mark will appear
next to the title of the document in your User Dashboard. Click on the title of the document to view
the new document. A link to download the document's audit is shown above the document.
How can I set a document to be automatically sent at a certain time?
After creating a new document to be sent, uncheck the box "Send Now". Select a date and time
up to a year from now at which the document will be sent.
How can I set notifications to remind me when to review a document?
After creating a new document, check the box asking if you would like notifications to be sent to your email.
How can I use a template that someone else in my company has created?
Select 'Company Dashboard' from the top right of your User Dashboard.
Then select 'Templates' from the top right of the Company Dashboard.
Select the template you would like to import into your local templates.