Sending a document for electronic signing
Below is an explanation of the various parameters that can be updated for each document and its electronic signatures Send signed documents to an email address Each time a document sent for signing is signed, the signed document will be…
Read MoreFile-creation and signing actions
About the actions These actions are accessible from the icons on the left in each row of the records table on the main screen, as well as from buttons that appear in the record editing/viewing screen, but they can be…
Read MoreSending a document for electronic signing
About the process The electronic-signing request process is activated by clicking an appropriate button/icon from one of two places – from the records table on the main screen, or from the record editing/viewing screen. When the process begins – a…
Read MoreEmail address verification
The email verification process is required in order to create an organization or to join an organization. In this process, a message is sent to the email address of whoever is required to perform the verification. The text of the…
Read MoreReset password
How do you start a password-reset process? The password-reset process can begin from several places: The user themselves activates this process from the system's login window [Login], when not connected to it The user themselves activates this process from the…
Read MoreInviting a user to join the organization
This process is used to invite a person to the organization. You can start the process from the "users" list screen – by adding a user to the system. When the invitation is performed as above, a message will be…
Read MoreSigning by a recipient
This article describes the process of signing a document, which a recipient to whom a signing request was sent goes through. If you want to learn about the ways to initiate the signing process – see this article. For general…
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