Sending documents

Upload and edit documents

• Sending documents
• Requesting input into text fields, stamps, and checkboxes
• Adding labels to text fields
• Deleting a draft

Destination settings

• Selecting multiple recipients, then specifying document routing order
• Registering Contacts
• Notifying third parties on concluded details with shared emails

Bulk sending

• Cancel documents sent as a bulk sending
• Bulk sending function
• “Send all reminders” to bulk sending recipients
• Send documents using the bulk document sending function
• Use CSV files as a convenient way to create documents

Settings when sending

• Setting an access code
• Sending documents and concluding agreements in Chinese
• Confidential function
• Allowing recipient to forward documents
• Sending documents and concluding agreements in English
• Add message to the document sending email

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Operations after sending

• Checking input status of input fields
• Cancel a sent document
• Sending reminders for sent documents

Template

• Utilizinge an original template
• List of official templates available for use