Sending documents with Iris Documents is easy and simple, follow the step-by-step instructions below to get started.
1. Login and access the
User Dashboard.
2. Select the option 'New Document' from the menu.
3. Enter a new title for this document in the pop-up window. Then, either select a PDF file to create the document from,
or select a pre-existing template. When you are finished, hit the 'Create Document' button.
4. Check the document preview and click the 'Add User' button to begin adding users to this document. Any user can be added
as long as they have a valid email address. Enter the name, email, and select a permission for each user. Then click the checkmark
next to each user.
Permissions:
- View - Allows a user to view a document only.
- Sign - Allows a user to view and sign a document.
- Edit - Allows a user to view and edit a document.
5. Once all users have been added(with each checkmark clicked), click 'Continue' at the top of the page.
6. Use the document editor to define locations for new signatures and text boxes. Click on the button with the name of the user
to add a signature for that user. Click on the 'Add Text' button to add text to the page. Click the 'Next' or 'Last' buttons to
access different pages of the document.
7. When you are finished editing the document, hit the 'Send Document' button at the top of the page.