Legacy plattform
Resources and articles from the previous version of the platform. Use only if your account is still on the legacy system.
Getting started
Manage Account Settings
Platform Management
eSignature
Template/ Document creation
- Add Video
- Share Your Templates
- Add a table
- Multiple Signature Boxes
- Build Your Templates
- Public Templates
- How to Use Text Fields
- Signature Box
- Split Text Box In Two
- Text Tags
- How to use the Date Picker
- Check Box
- Drop List
- Date Picker
- How to Use Text Box
- Hidden Content Boxes
- Content Box
- Text Fields
- How to use Calculations
- Editor
- Use Content Library
- Use Your Templates
- Lock option
- Content Library
- Product table
- Document Price
Document Repository
- How to Revoke Documents
- See Document Status
- Edit Expiration Date
- Where/ how to Find Document Status
- Download a Copy
- How to delete documents in SimpleSign
- Copy Document Link
- How to Upload External Documents and Update Their Status
- Document Archive
- Send A Reminder
- Revoke Documents
- Delete Documents
- E-mail Bounce Status
- Expiration Date
- Upload file after signing
- How to Download a PDF Copy of a Document
- CSV export
Settings
Send for signature
Add-Ons
Contract Cards
- How to Add Internal Comments to Contract Cards
- Search & filter contract cards
- Auto-create contracts
- Contract Control
- Upload contracts in bulk
- Reminders
- Statistics
- Create activities
- Audit trail
- Main & subcontract
- User permissions for Contract Control
- Track income
- Track costs
- Time line
- Internal comments
- Contacts
- Contract manager
- Period & renewal
- Create contract types & layouts
- Active / Inactive contracts
- Add documents to your Contract cards
- Definitions
- How to Analyze Contract Data with Data View
- About Contract Control