User Manual
Dec 18 ,2024 - min read
Module eContract
Document Creation and Sending
- Create new documents
- Generate documents from templates
- Manage the signing workflow
Document Signing
- Sign documents
- Decline to review/sign
- Delegate or forward documents
- Batch review/sign documents
Document Management
- Actions for draft documents
- Actions for in-progress documents
- Actions for completed documents
- Manage canceled/declined/expired documents
Template Management
- Publish templates
- Stop publishing templates
- Assign permissions for templates
Document Type Management
- Add new document types
- Define signing workflows for each document type
- Assign permissions for document types
Organization Management
- User management
- Add/edit users
- Manage user groups
- Add sub-organizations
- Manage position catalogs
- Manage signatory catalogs
Account Settings & Security
- Configure automatic signing
- Enable two-factor authentication for login
