Alyse H.
Activity overview
Latest activity by Alyse H.-
Alyse H. created an article, Letter Builder Setup
Letter Builder allows firms to save and store commonly used documents that users can send through Signatures. This article outlines how to configure letter builder settings, user permissions, and t...
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Alyse H. created an article, Delivered: Action Menu
The purpose of all of the Action Menu options in the Delivered section, as well as when and how to use them are outlined below. This reporting section displays all documents that have been delivere...
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Alyse H. created an article, Send for Signature
You can send documents to clients that need to be e-signed and are separate from documents that could be sent with a return package at any time of the year. This article outlines uploading, adding ...