Foundations and first send
Learn the core flow before diving into specialist features.
Best place to start
Start here first for almost all users:
Outcomes
- Understand the end-to-end send flow.
- Know where templates, recipients, and tracking live.
- Send your first document confidently.
Core tasks
- Create and Send a Document in Under 60 Seconds
- Standard Send
- Understanding the Dashboard
- Where to Download a Signed Document
- Using the Search Bar