Document Builder
General tips and trick on how to use the document builder tools
Drawing Tool
Document Builder
Interactive Forms, Tables and E-signatures
Adding Sections
Payment Schedules/Terms
Document Properties
How to add an e-signature
Attachments
Messaging
Heatmaps
How to change your Cover Page
How to add your own Cover Page
User Defined Fields (UDFs)
Using Placeholders
Copying a document
Configuring and Using The Content Library
Download as a PDF
Adding Images
Adding an Image Gallery
How to create a Simple Document Template
Working With Tables
Adding a Customer's Address