Videos

Please see all videos below. To open the video in a new tab, click on the link above the video. 

• Watch the Quick Stats walkthrough below.  

Quick Stats Video

• Watch the tutorial below on Workflow Templates Launch and the basics of using a Workflow.

Workflow Templates Launch Video

• Watch the tutorial below on how to use the Sign & Send ad hoc workflow.

Ad Hoc Workflow: Sign & Send Video

• Watch the tutorial below on how to use the Send for Signature ad hoc workflow.

Ad Hoc Workflow: Send for Signature Video

• Watch the tutorial below on how to review and search for Completion Rates.

Completion Rates Report Video

• Watch the tutorial below on how to review and search for Trends. 

Trends Report Video

• Watch the tutorial below on how to review and search for Statuses.

Status Report Video

• Watch the tutorial below on how to find and what is included in Transaction Details.

Transaction Details Video

• Watch the tutorial below on how to create a reusable Workflow Template.
  

Creating a Workflow Video

• Watch the tutorial below on how to Replace a Document in a Workflow.

Replace a Document Video

• Watch the tutorial below on how to use Field Masks with a Web Form. 

Web Form Field Masks

• Watch the tutorial below on how to use a Content Set in a Workflow.

Using a Content Set Video

• Watch the tutorial below on how to create a Content Set.

Create and Edit a Content Set Video

• Watch the tutorial below on how to use an Email Template Set in a Workflow.

Using a Notification Template Set Video

• Watch the tutorial below on how to create and manage an Email Template including Email Templates.

Create and Edit a Notification Template Set Video

• Watch the tutorial below on how to use a Brand in a Workflow.

Using a Brand Video

• Watch the tutorial below on how to use Bulk Launching with a Workflow.

Bulk Launching Video

• Watch a review on when to use Groups versus Sub-Groups.  

Groups vs Sub-Groups Video

• Watch the tutorial below on how to create a Group.

Create a Group Video

• Watch the tutorial below on how to manage and edit Groups.

Manage and Edit Groups Video

• Watch the tutorial below on how to create a Sub-Group.

Create a Sub-Group Video

• Watch the tutorial below on how to manage and edit Sub-Groups.

Manage and Edit Sub-Groups Video

• Watch the tutorial below on how to create Users.

Create Users Video

• Watch the tutorial below on how to manage and edit Users.

Manage and Edit Users Video