FAQ

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
How to adjust a user name as a project admin
Step 1: Click on the ‘Groups/Viewers’ section, hover over the name of the user you would like to edit and click on the menu icon.  Step 2: Select 'Ed...
Fri, 22 Jul, 2022 at 1:31 AM
How to adjust an annotation's text size
Step 1:  Click on the "tT" in the bottom left corner of the annotation box. Step 2:  Drag the "tT" downwards to make the text bigge...
Mon, 7 Feb, 2022 at 1:48 PM
How to adjust default watermark settings
Step 1:  Click on the Account icon in the top right.  Step 2:  From the dropdown, select 'Account Settings.' Step 3:  Select '...
Tue, 5 Apr, 2022 at 7:22 PM
How to adjust email notification settings
Step 1:  Click on the 'Account' icon in the top right corner.  Step 2:  From the dropdown, select 'Account Settings.'  Step 3:  ...
Mon, 10 Mar, 2025 at 6:47 PM
How to adjust Security Permissions after a file is sent
Step 1: Click ‘Viewers’ Step 2: Click the appropriate permission icon for the user whose settings you wish to adjust Step 3: If the desire...
Wed, 9 Feb, 2022 at 4:00 PM
How to adjust the name of a user
Step 1: Click on the ‘Viewers’ icon under the file name Step 2: Click on the name of the user you wish to edit.  Step 4: Edit User’s Name in the te...
Wed, 23 Mar, 2022 at 2:09 PM