Refer to the short step-by-step instructions below to get started:
1. Open your application and select Start. Then, select one of the following options:
Send documents to make one-time sends. Automation and advanced routing are not yet available for this mode. Once documents have been sent to recipients, it is possible to convert them into a template.
Create template to create a reusable document with predefined roles and fillable fields. Automation and advanced routing are not yet available for this mode. Once a template has been sent to recipients, it is possible to convert it into a workflow.
Design workflow to create repeatable business processes that include documents, complex routing, and automation (such as pre-filling, exporting, etc.)
2. The modal window for adding documents will open. Select Add documents to add your first document.
In the Add documents modal window, select Document placeholder to create a new document from scratch.
3. The document placeholder form you’ve added will appear as follows:
Enter a title and description for your document placeholder form.
Use the Undo or Redo button to cancel or revert your changes.
View how your form will appear to customers by clicking Preview. Test your Form while it's in Preview mode by switching between the Desktop, Tablet, and Mobile preview modes.
To return to the document placeholder setup, click Hide Preview.