Getting Started

Create your first document

Create Your First Document Getting started with your first document is easy! Before you begin, make sure you have: - At least one client - At least one document template You can create these directly from your Dashboard or from their respective pages: - Clients: Go to the Clients page → click New Client - Templates: Go to the Templates page → click New Template Creating the Document Once you have at least one client and one template, you can create a document in two ways: 1. From the Dashboard - Use the “Generate Document” buttons available on the Dashboard. 2. From the Documents page - Go to Documents → click New Document Generating Your Document In the Generate New Document dialog: 1. Select the client you want to create the document for 2. Select the template you want to use 3. Click Generate Document Your new document will be created instantly and ready to edit, share, or send for signature. Tips - Use placeholders in templates so you can populate the document with client's data in seconds - Make sure your clients and templates are up to date before generating documents - You can generate multiple documents from the same template for different clients - All documents are stored securely and encrypted in your account

Send your first signature request

Send Your First Signature Request Once you have finished editing your document and are happy with it, you can send it for signature. Follow these steps: 1. Save Your Document Before sending, make sure to save your document. This ensures all changes are preserved. 2. Open the Signature Request Dialog Click the “Send for Signature” button. This will open the dialog where you can configure your signature request. 3. Set Signer Details - Signer Name: Enter the full name of the person who needs to sign - Signer Email: Enter their email address 4. Choose the Signing Method - Download and Upload: The signer downloads the document, signs it externally, and then uploads it back - None: No signature is required. The signer will just download the document 5. Configure Access Control You can control how the signer accesses the document: - No access code: The signer can open the document directly from the link - With access code: Set a code and share it with the signer, or use email OTP to verify their identity 6. Preview Before Sending You can download or preview the PDF before sending it to make sure everything looks correct. Tips - Double-check the signer’s email before sending - Use access codes or OTP for added security if needed - You can track the status of all signature requests in your Documents page