Watch our thorough, in-depth functionality testing of every part of the Documents feature.

In this video you will Iearn to: 

  • View pending and submitted 

  • Show how to apply filters

Click on a pending and show 

  • How to download PDF 

  • How to send reminder 

  • Click on signer URL to view document in HelloSign

Click on submitted documents and show 

  • How to download PDF

  • How to share link

  • Click on Signer URL to view the signature and doc 

Click on template editor and show

  • Show how to preview text editor template 

  • Show how to edit the text editor template and make changes to the text by adding more persons, matters, company fields, etc. 

  • Edit settings - change the number of signers 

  • Show how to edit PDF templates 

Create a new text editor template and show 

  • How to write a document with adding persons, matters and signers. 

  • Edit settings

  • Archive a form and show the archived section 

Click on Prepare Document 

  • Add matter

  • Select from drop-down

  • Add contact

  • Add signer

  • Create document and show how fields were auto-populated with the selected contacts’ info. 

  • Prepare for signing 

  • Choose sign now 

  • Demonstrate signing process

  • And view full document once ready 

Update Video on fixed bugs:

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