| Category | User Manuals |
| Portal interface | Basics |
| Projects | Creating a project |
| Deleting a project |
| Duplicating a project |
| Moving a project |
| Forms | Filling out a form |
| Navigating a form |
| Running a completeness check |
| Check the status of a form |
| Print a form |
| Create a sub form |
| Delete a sub form |
| Documents | How to upload a document |
| Viewing submitted documents |
| Sharing | Sharing a form |
| Editing permissions |
| Signatures | Signing a form |
| Signature requests |
| Tracking signature requests |
| Notifications | Viewing notifications |
| Comments | Adding a Comment |
| Deleting a Comment |
| Viewing Comments |
| Correspondence | Sending Correspondence |
| Viewing Correspondence |
| Contacts | Adding a Contact |
| Deleting a Contact |
| Viewing a contact’s information |
| Editing a contact’s information |
| Transfers | Transferring a project |
| Accepting a transfer |
| Rejecting a transfer |
| Tracking transfers |
| Folders | Creating a Folder |
| Deleting a Folder |
| Renaming a Folder |
| User | Changing your password |
| Changing your personal details |
| Setting your status to unavailable |
