Create cases

Create and send cases

• How do I send a document for signing?
• Can I add a note in the invitation to sign?
• Employment contracts and HR flows
• Upload a Smart Template
• Send a batch case via SMS
• Change information on a party

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Add document(s)

• Add one or more files to a case
• I often send cases with the same document. Can I automate this process?
• Your first E-delivery

Settings involving parties

• Saved Parties
• Mark as Not signed
• Party Attachments
• Show Internal Information for parties
• Can I change/remove parties after a case has been sent for signatures?
• How do I fill out my information automatically?

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