General

Billing Questions

• Billing information
• Cancelled Account
• Invoices and Statements, Balance Due
• User billing
• Invoices and Statements, Balance Due

Pro Features

• Connect to Gmail or Outlook for contacts (Pro feature)
• Direct signers to another page (Pro feature)
• In-person signing (Pro feature)
• Reusable Forms (Pro feature)
• Send document via text/SMS (Pro feature)
• Importing Contacts from a .CSV File (Pro Feature)

Integrations

• QQ Catalyst and InsureSign
• Hawksoft e-Signature

Other Topics

• Working with Radio Buttons
• Accessing documents from another user
• Adding Text to a Document
• How to Read the Document Audit
• How to retrieve a signing link from a document
• Deactivating Users

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Document Signing Help

• Desktop Document Signing
• Mobile Signing

Sending Documents for e-Signature

• Change the Participant Email Address
• Send for Approval
• Working with Field Templates
• Sending a reminder
• Recall / Redo
• Step 4: Sending Document(s)

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Getting Set Up with InsureSign

• Consulting Service Packages
• InsureSign Virtual Printer - Mac
• InsureSign Virtual Printer - Windows
• Logo upload
• Adding Users