FAQ

How to see the number of shares on a project
Step 1:  Click on the 'More' menu next to the Projects dropdown. Step 2:  From the 'More' dropdown menu, select 'Project ...
Mon, 7 Feb, 2022 at 3:43 PM
How to see what page number a recipient stopped reading on
Note: This feature is only available to Enterprise accounts. Upgrade to access this feature. Step 1:  Click 'Viewers' icon for the desired fi...
Mon, 31 Jan, 2022 at 1:33 AM
How to send a file without a watermark
Step 1:  Click 'Share' on the desired file. Step 2:  Make sure the 'Watermark File' is unchecked.  Note: The 'Watermark File&#...
Wed, 9 Feb, 2022 at 3:21 AM
How to set and open a file that requires SMS authentication
You can add additional security to your files by requiring SMS authentication. When this permission is set recipients must login and then complete a text me...
Tue, 8 Feb, 2022 at 4:46 AM
How to set your annotations to default to Public, Private or Permanent
Step 1:  When viewing a document, click on the menu in the top left corner. Step 2:  From the dropdown, select 'Annotating Options' and change...
Fri, 31 Mar, 2023 at 1:45 PM
How to share a file
Step 1:  Click 'Share' Step 2:  Enter the user you wish to send the desired file.  Note:  Be sure to press 'Return/Enter' key on y...
Mon, 7 Feb, 2022 at 5:30 PM
How to share multiple files at once
Step 1:  Select the files you wish to share by either clicking the 'Select All' checkbox, or by clicking the boxes that appear when hovering your cu...
Mon, 7 Feb, 2022 at 5:55 PM
How to sign your signature on a computer
If you are using a mouse: Click in the box, hold down the left-click button, and sign your name by drawing it with the mouse. If you are using a trackpad:...
Thu, 19 Jan, 2023 at 11:39 AM
How to tag and search files
Step 1:  Click on the 'Settings' icon for the desired file.  Step 2:  Click the 'Tags' section, enter a custom tag and hit return to s...
Wed, 6 Apr, 2022 at 1:57 PM
How to tell if someone viewed your content
Step 1: Click ‘Views’ Step 2: Notice the 'Action' next to the users' names Viewed Complete Deleted File Replaced Print-downloaded ...
Mon, 7 Feb, 2022 at 6:36 PM