Tutorials

1. Use the tile on the main dashboard or the left hand navigation bar.
2. Click new.
3. Select the desired fields.
4. Click new, names the field, and toggle its switches to define its uses.

1. Track when and where specific events occured in the sysytem.
2. Accessible by administrators.

1. Directly connected to the document dashboard, these reports dispay the assigned value of documents.
2. Run queries based on defined parameters to determine document values.
3. Generate reports for various queries related to your documents.

1. Navigate to the documents title on the main dashboard or use the left navigation bar.
2. Click new at the top of the page.

You are the only signer:
a. Choose "only me".
b. Upload your document or select a pre made template.
c. Drag and drop the required fields, including where you want your signature
d. Click send. The system will prompt you to sign your document.
e. Once signed, your document will appear on the Documents dashboard.

Multiple Signers:
a. Choose "someone else"
b. Upload a document or use a template.
c. When prompted, add as many signers as needed. Assign names and email addresses.
d. Drag and drop fields for each signer as required.
e. Click send, signers will recieve the documents together or seperately based on your preference.
f. Monitor the signatures status on the Documents dashboard.

1. Go to "My documents".
2. Click the gear icon on the far right, and select manage under custom columns.
3. Create new column and then click add.
4. Return to my documents, click the gear icon again, toggle on your new column and click save.

1. Archives store files not actively shown on the dashboard.
2. Click new to add a file or set up a folder.
3. Folders are displayed at the top of the page: select a folder to view its contents and select the files within.
4. Upload the new files, name them, and assign tags to simplify searches.

1. Click new to develop a reusable communications template
2. Click new to create a list and add recipients email address and phone number.
3. Select the desired list when setting up a campaign.
4. Threads track for responses from campaign and allow individual or group follow up.

1. Track when and where specific events occured in the sysytem.
2. Accessible by administrators.

1. Click new and fill in the required user fields.
2. Select a role for the user.
3. Toggle send welcome message to email the new users.

Groups and Roles:
a. Click new and name a role. Click edit and togle the permissions.
b. Click new, name your group, and add members.

1. If you receive an invitation link, click create password.
2. Set your new password.
Navigate yo your sites URL, (eg. ____.app.hradocs.net)
3. Log in using your email or username and password.

1. Navigate to the templates section
2. Upload you the document you want to use, highlight its name, and then rename it.
3. Add fields and adjust settings as needed.
4. Save the Document as a new template.
5. To use a template, go to documents and click new/template, and select the desired template from the drop down menu.