Foundations and first send

Learn the core flow before diving into specialist features.

Best place to start

Start here first for almost all users:

1. Getting Started with Console
2. Create and Send a Document in Under 60 Seconds
3. Standard Send

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

Concepts to understand

• What Is My Organisation

Related task shortcut

• Standard Send

Next module

Templates, Fields, and Document Design