Create cases

Create and send cases

• How do I send a document for signing?
• Can I add a note in the invitation to sign?
• Employment contracts and HR flows
• Upload a Smart Template
• Change the email address of a party
• Point of Sale: Kiosk Mode

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Attach document(s)

• Attach one or more files to a case
• I often send the same document, can I automate this process?
• Your first E-delivery

Settings involving parties

• Show Internal Information for parties
• Can I change/remove parties after a case has been sent for signatures?
• How do I fill out my information automatically?
• How many parties can sign a document?
• Sign all documents at once
• What does an "Open party" mean?

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