
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?
.png)
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?
.png)
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?
.png)
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?
.png)
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?
.png)
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?
.png)
Clients
How to access dealcloser, set up your signature, and review and sign your documents (for clients).
See all articles
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?