Manage Your Project
How to create and manage your project.
- How do I create a new project?
- How do I import a checklist from Word?
- How do I edit my project's details?
- How do I close and open projects?
- How can I view my project activity?
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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 checklist?
- How do I bulk upload documents to my project?
- How do I compare two document versions?
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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 Electronic Signers to my project?
- How do I add Collaborators to my project?
- How do I add Pen and Paper Signers?
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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 a single signature page?
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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?
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Account
How to manage your dealcloser account.
- How do I reset my password if I forgot it?
- How do I change my password?
- What should I do once I start my trial?
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Clients
How to access dealcloser, set up your signature, and review and sign your documents (for clients).
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iManage
How to use the iManage integration.
- How do I set up the iManage integration for my account?
- How do I use the iManage integration?
- How do I upload documents from iManage?
NetDocuments
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?
Document Automation
How to use our document automation system.
- How do I code documents for Document Automation? Part 1: the basics.
- How do I code documents for Document Automation? Part 2: groups.
DocuSign
How to use the Docusign integration.
- How do I set up the DocuSign integration for my account?
- How do I collect signatures through DocuSign?
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