FAQs
Folder for all FAQ's about the platform
How to Request Signatures When viewing a PDF file, you can set up and send the file for electronic/digital signing. This can either be done by: sendin...
Mon, 22 May, 2023 at 10:37 AM
Editable PDF documents allow a user to enter details directly into the document fields. This will look slightly different, depending on what browser ...
Sat, 6 Aug, 2022 at 11:49 AM
Guide for Clients sending a Document for eSignature Sign in / Sign up - Sign into your organization’s Xodo Sign (eversign) account - If you...
Mon, 22 May, 2023 at 2:39 PM
Guide for Recipient receiving a Document for eSignature 1. The Recipient will receive an email in the inbox notifying them that they have a Docum...
Mon, 22 May, 2023 at 3:09 PM
The Client Admin Dashboard show's: recent transactions; a list of my tasks; as well as how many tasks have been completed and are due. The Phundex ...
Fri, 23 Sep, 2022 at 10:11 AM
The Pathway Dashboard shows pathway details, as well as your list of tasks and the list of stages on the left. The Pathway details are listed on the right h...
Fri, 23 Sep, 2022 at 10:14 AM
Pathway information includes the Pathway name, client, jurisdiction, transaction type, industry, transaction manager, and effective start date. When you cre...
Fri, 23 Sep, 2022 at 10:16 AM
The Pathway (formerly transaction) template is split up into stages and tasks that can be edited before creation.
Thu, 21 Oct, 2021 at 10:22 PM
Pathway Dashboards show your Pathways listed by: name; client; who they were created by; and when they were last updated. They can be sorted by name, status...
Fri, 23 Sep, 2022 at 10:33 AM
The data room shows all the files included in the stages and tasks of the pathway
Fri, 23 Sep, 2022 at 10:36 AM