Manage your project
How to create and manage your project.
- How do I create a new project?
- How do I edit my project's details?
- How do I close and open projects?
- How do I choose columns for my checklist?
- How can I view my project activity?
Document management
How to manage your project's documents.
- How do I rename documents?
- How do I bulk export documents?
- How do I reorder documents in my project?
- How do I bulk upload documents to my project?
- How do I compare two document versions?
Collaboration
How to manage people on your project.
- How do I edit a client's name and/or email?
- How do I add users from my firm to my project?
- How do I add clients to my project?
- How do I add Collaborators to my project?
- How do I add an External User to my project?
Signing
How to set up your documents for signature and manage signature pages.
- How do I set Signature Markers?
- How do I generate a breakaway signature page for a document in my project?
- How do I create an entity for breakaway signature pages?
- How do I notify clients to log in and sign documents?
- How do I upload an External User's manually signed signature page?
Additional Document Security Features
How to use Additional Document Security Features.
- What are Additional Document Security Features?
- What are Sealed Documents?
- How do I add Sealed Documents to my project?
- What are tamper-evident seals?
- What are Certificates of Record?