Documents

• How do I create a Clause?
• How do I create a Document?
• Who can see the changes I make to the Document?
• How do I use the document editor?
• How do I sign my agreement?
• How do I share a document with my Counterparty?

See all 18 articles

Workspace / Team

• How do I set the appropriate permissions for internal team members?
• How do I manage team member permissions?
• How do I manage my deal team?
• How do I invite teammates to my workspace?
• How do I create a new Workspace?

Templates

• What Types of Templates can I create?
• How do I customize the Header and Footer?
• How Do I Add Form Fields to a PDF?
• How do I edit a Template?
• How do I delete a Template?
• How do I create restricted Templates?

See all 8 articles

Deals

• How do I manage my deal team?
• How do I invite my Counterparty to a Deal?
• How do I edit a Deal?
• How do I delete a Deal?
• How do I create a Deal?
• How do I change the invited Counterparty?