Administration

Collaboration Functionality

• Smart Fields
• Managing Your Tags
• Legacy Account - Document Access Rights With Tags
• Creating and Using Tags
• Document Approvals

Adding Users & User Roles

• Managing Teams
• Adding Users to Your Account
• Managing Roles
• Swapping Users
• Setting Up Teams
• Removing a User

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Account Settings

• Setting Your Preferences
• Two-Factor Authentication (2FA)
• Double Authentication: Signing Policy
• Administrator Access & Oversight
• Custom Branding
• Manage Companies and Subsidiaries

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Billing and Subscriptions

• Managing Your Subscription
• Terminating Your Subscription
• Updating Your Billing Information
• Editing Payment Information
• Payment Types We Accept
• Wire Instructions