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01. Sender: Naming Your Document πŸ“

Setting the Stage with a Clear Title

R
Written by ROBIN BAKSHI
Updated over a month ago

Summary Table πŸ“

Feature

Description

Document Title

The name of the document shown to signers.

Importance

Quick identification and understanding.

Introduction: Defining the Document's Identity ✍️

The document title is the first thing signers see. It helps them quickly understand what they need to review and sign. 🌟

Step-by-Step Instructions:

  • Step 1: Locate the "Title *" field at the top of the main content area.

  • Step 2: Type your desired title into the field. Make it descriptive and relevant.

  • Step 3: (Optional) For advanced document settings, click "Show advanced options".

    • This allow the user to do the following:

      • Choose Start & End Date of the Contract Signing

      • Use Previously Created Tag or Create a New Tag by Clicking on to Add Button

        • Create a New Tag by Adding Text in the New Category Name

        • Delete an existing Tag

          Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. πŸ–ΌοΈ

      • Add Notes

      • Upload Logo Image

    Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. πŸ–ΌοΈ

  • Step 4: Proceed to the next step.

Please Note: The Image may look different from the actual image. This image is only added for illustration purpose only. πŸ–ΌοΈ

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