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Alyse H.

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  • Send for Signature

    1. Usage Guide
    2. 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 ...

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    • 1 vote

  • Delivered: Action Menu

    1. Usage Guide
    2. Signature Reports

    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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