Active Packages
How to search and filter the list, view your team’s packages, choose its columns, and act on a package.
Board (Kanban)
How to sort and filter the board, and choose which status lanes it shows.
Draft Packages
How to find an unsent package and reopen it in the creator.
Sent Packages
How to keep track of packages that are out with a recipient but not finished.
Action Required
How to see exactly what each package is owed from you, in place of its status.
New Package
How to upload documents, add recipients, password protect the signing, then send or schedule.
Package
How to read a sent package’s tabs, and when reminders, corrections and in-person signing are offered.
Field editor
How to drag a field onto a page, assign it to a signer, and edit its properties.