Annie M.
Activity overview
Latest activity by Annie M.-
Annie M. created an article, Letter Builder Usage
Letter Builder allows firms to save and store commonly used documents that users can send using Mail Merge through Signatures. See our Letter Builder Setup guide for information about creating and ...
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Annie M. created an article, 7216 Consent
The 7216 Consent feature allows you to add a 7216 consent radio button to any Signatures item. Once the form is completed, the consent status for that client is updated in Client Management if a ma...
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Annie M. created an article, Additional Signature Controls
When processing a document for signature, you can add text boxes, radio buttons, and checkboxes in addition to the standard signature controls. The following article outlines the additional options...
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Annie M. created an article, My Settings (Individual User Settings)
Each user has default settings unique to their profile separate from the firm's settings. These settings are related to notifications to be received from the program and download options. Click t...
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Annie M. created an article, [Video] Mail Merge Guide
Mail Merge is a desktop application designed to send personalized letters for signature to a larger number of recipients than Signatures will typically allow. Once installed, you can create templat...
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Annie M. created an article, Signatures FAQ
User Questions Signatures If there are multiple signers, do they all receive the document at the same time? You can choose to have the document delivered to all signers at once or enforce a sig...
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Annie M. created an article, Delivered and Archive Signature Report Statuses
After a document is delivered to a client, it moves to the Delivered page. Its status is shown in the Status column and displays where in the process the client is and if the document was delivered...
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Annie M. created an article, Delivered Dashboard
The Delivered dashboard options are outlined below. This reporting section displays all documents that have been delivered to the client but have not been archived. Refresh Click the Refresh ...
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Annie M. created an article, Delivered: Bulk Action Icons
The purpose of all of the Bulk Action Icons 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 delivered ...
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Annie M. created an article, Signature Settings
The Settings menu allows firm administrators to update and save global default settings for Signatures. Please note: Only System Administrators have access to the Settings section. General Aut...