Managing Documents
- How do I rename documents?
- What about when new docs are released?
- Can I tag documents in my template?
- Can I update who I’ve shared my template with after I’ve created it?
- Who can I share my templates with?
- What can I do with custom templates?
- Why can’t I edit this custom template?
- Why don’t I see my custom templates in my transaction after I created them?
- How can I preview templates that are shared with me?
- If there is no room for all buyers’ or all sellers’ signatures to fit on a form, what do I do?
- How can I add new fields/signatures (“tags”) to an uploaded document?
- Where can I get local disclosure in the Side App?
- How can I have Side App documents also come to my personal email?
- Searching for forms in Side App
- Why can’t I see the signature when I preview the document?
- How can I change the ‘Date Prepared’ field?
- Where can I find a blank version of this document?
- Why don't the ‘Read Only’ documents contain signature tags? I cannot send ‘Read Only’ documents out to be signed.
- How can I modify a document I have already uploaded?
- What should I do if my documents aren’t being sent out? I’m receiving an error message.