Collaboration

How to manage people on your project.

• How do I edit a client's name and/or email?
• How do I change permissions for documents in my project?
• 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?
• How do I add people to my project?