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?
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?
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?
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?
How to manage your firm's dealcloser account (for administrators).See all articles
How to manage your dealcloser account.See all articles
How to access dealcloser, set up your signature, and review and sign your documents (for clients).See all articles
How to use the NetDocuments integration.
- How do I configure the integration between dealcloser and NetDocuments on the NetDocuments side?
- How do I configure the integration between dealcloser and NetDocuments on the dealcloser side?
- How do I find my NetDocuments Repository ID?