This section allows you to add signatories or contacts who will be involved in signing documents. Steps: Log in to the system. From the Modules menu, cl...

This section allows you to add reviewers who will access and review documents shared with them. Steps: Log in to the system. From the Modules menu, clic...

This section allows you to add team members who will be accessing and using the system. Log in to the system. From the Modules menu, click Team Members. ...

You can use this section to create different types of documents and select the signing method that will be used for each document. The available signing mod...

Contact categories can be used to classify the different types of contacts whose documents you manage in the system. Examples include Investors, Clients, Em...

Follow the steps below to create a seal in the system. 1: Log in to the system  2: From the available modules, click on Image Library. 3: Create a Compan...

Follow the steps below to create a company stamp in the system: 1: Log in to the system  2: From the available modules, click on Image Library 3: To crea...

Once an agreement has been generated or uploaded, you can manage it using the options available under the Action menu.  Steps Log in to the system. From...

The Share for Review option allows you to send an agreement for review. The selected reviewer will receive an email containing the document and instructions...

The Approve Agreement option allows you to approve an agreement that is currently pending approval. You can approve one agreement at a time or approve multi...