Simple Setup Envelopes and Templates
Instructions and tips on working in the Simple Setup envelope and template designer
- Creating a New Simple Setup Envelope
- Working with Simple Setup Templates
- Cancelling an Envelope
- Document/Envelope Authentication
- Document and Envelope Deletion
- Envelope Addendums
- Import/Export Templates
- In Person Signing
- Knowledge Based Authentication
- Payment Processing
- Presenting Signing using Static Links
- Sharing Simple Setup Templates with Other Users
- Signer Delegation within Simple Setup
- Signer Attachments
- Standard Knowledge Based Authentication Simple Setup Template Sender Inputs
- Uploading a Microsoft Word Document for Signing
- Using Conditional Logic