Step 1: Click on Create or the (+) sign on the left.

Step 2: There are two tabs: Templates and Workflows. By default, you are on the Templates tab. If not, click on the Templates tab. 

Step 3:
On the right, you can select the category of the document you want to create. A Confidentiality Agreement (NDA) is selected, for this example. 

Step 4
: Choose the option you want. 

Step 5:
You can read the Summary below the document name to get the description of the document. 

Step 6
: You can choose who approves and signs the document. Also, you can add the additional recipients who will be receiving the document. Then, click on Create button. 

Step 7
: Enter all the required information then click on Review document. 

Step 8
: After you are done reviewing the document. Click on begin signing process.

Step 9
: You have the options of Customisation, Comments and approvals and Download. You can submit the document for Approval and Signing. You have the option to download the document in DOCX and PDF.

Step 10
: Once the document is finalized, the document can be downloaded in PDF. 

Click here to watch a quick tutorial on this process. Please reach out to us at or via our app's live chat if you have any questions.


Did this answer your question?