FAQ

How to add a link to a document
Step 1: Click on the link icon in the toolbar Step 2: Highlight the desired text that you wish to turn into a link Step 3: Enter the URL in the...
Wed, 22 Feb, 2023 at 12:06 AM
How to add a logo image to a Project
Step 1:  On the Home screen, click the three dots next to the project dropdown. Step 2:  Select 'Upload Project Logo' from the menu, then choo...
Wed, 6 Apr, 2022 at 4:34 PM
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 annotations to a file
Step 1:  When viewing a document, click on the Annotations icon in the top left corner. Step 2: Select the annotation feature you wish to use. ...
Fri, 20 Dec, 2024 at 4:19 PM
How to Add Bulk Users to a Group
Step 1:  Click on the Groups icon. Step 2:  Select the Group you would like to add the users to. Step 3:  Click 'Add Bulk Users' S...
Sun, 24 Nov, 2024 at 2:01 PM