Before processing orders, you will need to set up your client companies, their signing products and any of their team members who want the ability to send orders and documents. Spending the time to set this up initially will save you time in the long run and will make processing orders that much more efficient! Follow the steps below for each of your clients.
Step 1: ADDING CLIENT. Click on “Admin” in the upper right corner and on “Clients” in the drop down menu.
Step 2: On the clients page, click the blue button that says “+ Add Client.”
Step 3: Fill in your client’s details and settings and click “Create New Client.
Step 4: ADDING SIGNING PRODUCTS. Now that your client company is set up, it’s time to add signing products. Click “Add a Product.”
Step 5: Add the relevant information for the signing product and click “Create Product.”
Step 6: Repeat steps 4 and 5 until all your signing products are added.
Step 7: ADDING CLIENT USERS. These are the individual contacts at each client company that can optionally be included on each order. Client users can create orders, add documents and communicate with your company. Click “+ Add a User.”
Step 8: Fill in the user’s information on the window that opens then click “create user.”
*If the user has been added to another one of your clients, you will just be prompted to confirm that it is the right user which should look like this:
Step 9: Repeat steps 7 and 8 until all of the client users have been added.
You have now successfully set up one of your clients. Repeat these steps until you have added all of your clients.