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NB: Some titles are links to old articles
This is the IDEA box.
This is the RELATED box.
This is an INFORMATION box.
This is the NEW box for CAUTION. Preface with repeated & n b s p ; [no spaces] for extra spacing.
T…
Add an eWitness to your document using the Party dropdown on the xEdit page.
To add a witness, first add a signature field for the primary signer, then:
Use the dropdown menu to select that Party's corresponding witness (e.g. for Party 1, select Party 1 – Witness)
Drag …
In the navbar, click on the to go to the Send page (see step 1 below). For Bulk Send, please look at this article.
Using the dropdown menu, select a document to send (see step 2 below). Edit the title if needed, then click the blue Add document button (see step 3).
Al…
Two-Factor Authentication (2FA) can be enabled for all document recipients, including Signers, eWitnesses, and Approvers.
After receiving the email notification with a document link, a 6-digit one-time password (OTP) is sent via SMS to the recipient, who will have to verify t…
You do not need to remember the details for previously used recipients. A contact book icon is displayed on the Send Page beside the email input for each signer. Clicking the icon generates a popup for searching your contacts, and it includes signers you already entered on the …
We strongly recommend two-factor authentication. Your login is one of the main routes a malicious actor can gain access to your account and by using two-factor authentication you will reduce this risk significantly.
With this login procedure, you will use your normal usernam…
This article details how you can swap your existing email for another address.
1. Access the Admin section in the main navigator and select 'Users' from the dropdown.
2. Click "Add new user", enter the new email and assign Admin permissions. See this video of how to add…