Application Overview

Videos

Dashboard overview

Here is a quick video explaining what you see on the dashboard.

Electronic signature

In this video we cover e-signature transactions assuming that you already have the document you want to have signed.  You will learn how to send a single document to one person, more than one person, how to broadcast a document for parallel signing to a group of people, how to send many documents to many people and how to set up a simple template.

Creating documents

In this video we show how to create a document from scratch, how to add variable to it, how to create an instance of a template, fill the variables and how to send it for signing.

Creating workflows

In this video we show how to create a workflow that consists of three steps: an e-form, a contract and a direct debit mandate setup.  We use GoCardless for direct debit setup. Workflows allow you to onboard your prospects in a fast and user friendly way – once designed, you can re-use them and efficiently collect the data and monitor progress.

Basic functions

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