Getting started with Console

Use this page to understand the standard send flow before moving into specialist setup.

Outcomes

• Upload a file or start from an existing template.
• Prepare participants and fields in the right order.
• Complete the send flow and know where to monitor progress.

Standard send flow

1. Upload a new file from your device or open an existing template from the Library.
2. Open template preparation and add the participants who need to act on the document.
3. Add the required fields for those participants, including at least one signature field for each signer.
4. Move to Details & Set-Up to configure document properties and complete any sender fields.
5. Move to Recipients and enter the participant contact details.
6. Review the To Do List to confirm all required setup is complete.
7. Click Send to distribute the document.
8. Monitor the document from the Dashboard after it has been sent.

Core tasks

• Standard Send
• Roles and How to Add Participants
• Fields
• Understanding the Dashboard

Concepts to understand

• Participant Roles and Workflow Types

Useful reference

• Standard Send

Next module

Foundations and First Send