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  1. Assently Support
  2. Create cases

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?
See all 13 articles
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