Current Version: 5.5.0
- Sending on Behalf of Others (Delegation)
- Managing Staff and Client Notifications
- Enabling KBA for All Users
- Basic Troubleshooting and Rules
- KBA Process and PIN Codes (Why They Are Required)
- Creating and Saving a Filtered Report
- Mail Merge User Guide
- Sending PIN code to client
- Adding & Removing KBA
- How to change your password
- Sending an 8879
- Sending a Document for E-Signature
- Can I view my invoice?
- How do I access Echosign?
- How many signers can I have on one document?
- How do I cancel a document that is "Out for Signature?"
- How can I set up automatic reminders for clients to E-sign?
- How can I send a Reminder to E-Sign? (manually)