Steps:   1. On to the Login page   2. Click on the "Forgot Password" option. A prompt will appear asking you to enter your username.  3.Enter ...

The Bulk Document Generator allows you to create multiple documents at once using an Excel file containing the required information. This is useful when you...

The Agreements for Review section allows you to view and manage documents that have been shared for review. Steps Log in to the system. From the Modules...

This option is useful when you need to generate the same document for multiple records. Instead of entering the information one at a time, you can prepare t...

Log in to the system. From the Modules menu, click Template Library. The Template Library page will display a list of templates that have already been up...

Once a template has been uploaded to the Template Library, the system provides several options for managing and working with the template. Below is a simple...

This section allows you to upload in the Template Library. Log in to the system. From the Modules menu, click Template Library. The Template Library pag...

This section allows you to manage templates that have been shared with clients and view the documents created using those templates. Log in to the system....

This section allows you to share a document template with a client. The receiver will receive an email with a link they can use to generate documents from t...

This section allows you to view and manage all agreements that have been signed through the system. Steps: Log in to the system. From the Modules menu, ...