Help center

Learning the core loop and running your first collection end to end.

Getting into the portal, uploading documents, and signing electronically.

Adding clients, setting their language, and deleting one for good.

Defining document types, renaming files automatically, and reusing request bundles.

Building and sending a request, tracking it, and reviewing what comes back.

Sending PDFs for signature, placing fields, and filing the signed copy.

Enabling a shared folder, exchanging files outside a request, and disabling it.

Syncing uploads to Google Drive, OneDrive, Dropbox or Box.

Comparing plans, understanding how limits behave, and changing plan.