User Manuals

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