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JAN 9, 2024

Filling in and signing your template using CSV automation

Filling templates from a CSV file is essential to streamline workflows and improve document generation accuracy. By using data from a CSV, you can automate the process of filling out...
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JAN 9, 2024

Creating a basic template(*)

Templates are essential tools for streamlining the creation and processing of recurring documents. By creating a basic template, you can establish a standard format for your documents, incorporate predefined information,...
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JAN 9, 2024

Creating a new workflow

Customized workflows are essential to optimize the document signing process. Creating a new workflow allows you to design a unique and efficient process that adapts to the particularities of your...
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JAN 9, 2024

Connecting your devices

In the modern world, mobility is essential. Connecting your mobile devices to sign documents allows you to carry out important procedures on the go, without the need to be in...
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JAN 9, 2024

Managing the users(*)

Through this guide, we will provide you with detailed instructions on how to manage and edit the users in your account. From deleting users, modifying roles and permissions, to updating...
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