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FEB 20, 2024

Creating a new user(*)

In this documentation, we will guide you through the process of creating a new user in your account. Creating new users allows you to add members to your team, facilitating...
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FEB 20, 2024

Uploading files in a folder

In this documentation, we will guide you through the process of uploading different types of files, giving you the flexibility to work with a wide range of documents and resources....
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FEB 14, 2024

Filling in and signing your template using forms(*)

Sharing the form link is essential to facilitate the signature collection process. By sharing the link, you can invite others to review and sign the form remotely and seamlessly, streamlining...
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FEB 14, 2024

Preparing your template before filling in(*)

The method of saving documents is crucial to keeping your information organized and accessible. Choosing between a static or dynamic folder determines how your signed documents will be structured and...
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FEB 14, 2024

Adding fields to your template(*)

Variable fields per client are key elements for document personalization. By creating variable fields specific to each customer, you can automatically insert unique information, such as names, addresses, or contact...
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