FAQ

How to add a phone number to your account
Step 1:  Click on the Account icon in the top right.  Step 2:  From the dropdown, select 'Account Settings.'  Step 3:  Select '...
Mon, 7 Feb, 2022 at 8:43 PM
How to add a Project Terms NDA
Step 1:  On the Home screen, click the three dots next to the project dropdown. Step 2:  From the resulting dropdown, select "Add/Edit Project...
Wed, 23 Mar, 2022 at 2:15 PM
How to add a project to your account
To add a project, click the green 'Create Project' button in the top right of your Pro Account.  Please note that only Pro Users with paying a...
Tue, 31 May, 2022 at 11:13 PM
How to add a signature to your account
Step 1:  Select the account icon in the top right corner Step 2:  Select 'Account Settings' Step 3:  Select 'Message Signature'...
Mon, 7 Feb, 2022 at 11:49 PM
How to add all of the users who viewed a file to a group
Step 1: Click on the desired file's viewer list icon Step 2: Select the users you would like to add to a group  Step 3: Click on the "A...
Wed, 19 Oct, 2022 at 2:50 PM
How to add an Admin to your project
1. Click on the "Groups" icon. Ensure that you are on the projects page for the project that you wish to add a new Admin to. 2. Click &qu...
Sun, 23 Jan, 2022 at 11:33 PM
How to add new Users to a Project
Step 1:  Click on the Groups icon. Option 1:        Select "New User".         Fill out the form fields and click "Add&quo...
Wed, 19 Oct, 2022 at 2:18 PM
How to add terms when sharing a file
Step 1: Click 'Share' Step 2: Enter the user you wish to send the desired file Step 3: Open the the "More" section ...
Wed, 26 Jan, 2022 at 3:43 PM
How to add Users to a Group
Step 1:  Click on the Groups icon. Step 2: If you have not already, add the desired users to the project and create the desired group. Then click o...
Wed, 19 Oct, 2022 at 2:51 PM
How to add users to your Enterprise
Step 1: Toggle to your site admin project  Step 2:  Click on the Groups icon. Step 3: Fill out the form fields and click "Add". ...
Fri, 24 Feb, 2023 at 4:36 PM