MSign Help

1. Document Set Up

  • How do I create and send a brand new document?
  • How do I send a document from a template?
  • How do I get a signer to send supporting documentation, like their ID or proof of income?
  • Can I convert an existing document to a template?
  • Can I send multiple documents to a signer at once, or do I need to send them individually?
  • Keyboard Shortcuts (Setup)

Categories

  • 1. Document Set Up
  • 2. Sending Documents
  • 3. Following up on Documents
  • 4. Workspaces
  • 5. Templates
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