Document Setup

Upload documents for eligible users to accept or sign. You must provide at least one document.

  • Click on Add a Document to begin to upload your document(s).

  • Next, enter a document title and upload your document.

  • Once the document has uploaded, select who you'd like to show this document to. If a signature is required, edit and complete the countersigned annex.

  • Once all edits are made and confirmed, save your changes and continue with the set up flow.

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