Initially, the Finished/Reviewing toggle button is in the Reviewing position. After you have reviewed a requirement and deem that it's complete...

On the Requirements tab, if the requirement section is complete, click on Reviewing, located in the upper right corner of each requirement section, to move ...

First, ensure that you are in Sign & Edit. Then, select Highlight from the toolbar. :: Click and drag over the text you’d like to high...

Let this video guide you through initiating an application package. There also instructions below the video.  First, go to the property page of the pr...

First, ensure that you are using Sign & Edit. Then, select Overlay Text and click on the document to add custom text. If Fill Out Form is not ava...

First, ensure that you are in Sign & Edit. Then, select Redact.  You will be given two options: Blackout or Whiteout. Select your prefer...

The Reset Fees button appears above the Fees table after you've assigned fees. Use this button in the case of a fee assignment error.  Pl...

At the top right of any document, you will see the Form Selector. :: Toggle between the documents in your package by using either the right or left ar...

First, ensure that you are under the Sign & Edit format. Then, use the Sign tool to create a digital signature. A pop window where you can e...

Use the Sign & Edit view to add signatures, custom text fields, highlight, and redact. These additions may be added to any document within the platform—...