Dashboard

How to Reset your Password
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 ...
Wed, 30 Jul, 2025 at 3:52 PM
How Upload a New Template
This is a collection of pre-designed templates that can be reused across different tasks. These templates serve as starting points by providing a consistent...
Wed, 30 Jul, 2025 at 3:57 PM
How to Share a Template
This feature allows you to generate a secure link for clients to create their own documents based on a selected template. Steps Log in to the System. Ent...
Wed, 30 Jul, 2025 at 4:02 PM
How to Generate Document(s)
Generating a document is the process of creating a complete document by inserting specific data into a pre-designed template, ensuring accuracy, consistency...
Wed, 30 Jul, 2025 at 3:57 PM
How to Share a Document for Review
Log in to the System.  From the main dashboard, click “Generate Documents.” You will see a list of previously generated documents. Find the document you ...
Wed, 30 Jul, 2025 at 3:58 PM
To view and apply changes based on Comments and Suggested changes
Steps: Log in to the System.  On the main dashboard, click “Documents Shared for Review.” You will see a list of documents. Find the document you want t...
Wed, 30 Jul, 2025 at 3:58 PM
How to Close and Re-open shared link on shared documents
Steps: Log in to the System.  On the main dashboard, click “Documents Shared for Review.” You will see a list of shared documents. Locate the specific d...
Wed, 30 Jul, 2025 at 3:58 PM
How to approve Documents
Steps: Log in to the System.  On the main dashboard, click “Generate Documents.” You will see a list of previously generated documents. Find the documen...
Wed, 30 Jul, 2025 at 3:58 PM
How to share a Document for Signing
Steps: Log in to the System.  On the main dashboard, click “Generate Documents.” You will see a list of previously generated documents. Find the documen...
Wed, 30 Jul, 2025 at 3:59 PM
How to View Signed Documents
Steps: Enter your credentials and sign in to your account. From the main dashboard, click on the "Signed Documents" option. This will display a...
Wed, 30 Jul, 2025 at 3:59 PM