Document Pack Webinar

An overview of our Document Pack function, enabling easy and accurate compiling of the signing of multiple documents at year-end or other times.

• 00:00 Creating the Document Pack

  • 0:42 Details
  • 2:07 Clients
  • 2:49 Documents
  • 6:32 Recipients (Not Found with Companies)
  • 8:12 Send

• 10:05 Client Signing with an existing account

• 13:09 Client Signing and creating a new account

• 15:16 Sending Reminders