Managing Documents
- I Want to Send/Create a Document – Quick Reference
- Autofill Initials and Signatures
- Send Reminders
- Auto Reminders
- Rename Document
- Duplicate Document
Document Editor
- Bulk Sending
- Document Editor
- 🆕 Image Field 🆕
- Signer Fields and No Signer Fields
- Fields Overview (Field Types)
- Field Actions
Managing Templates
- Templates and Template Links
- Create Template - Video Tutorial
- Sign Template In-Person
- Send Template Link
- Enable In-Person Signing
- How To Get a Signing Link
Managing your Business & Contacts
- Document visibility & permissions depending on team member roles
- Add Business
- Primary Business
- Switch Business
- Delete Business
- Invite Team Members