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Scheduling

How to create an event

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Step 1 – Access the Client’s Dashboard.

Step 2 – Click on the Calendar button.

Step 3 – Click on the day you want to create the event. If you have more than one client, you can select which one to work with.

Step 4 – In the next window, you need to configure the event by filling in all the required fields. These configuration options may vary depending on the agency’s configuration of each event.

Step 5 – Once all is set, click on the Save button.

Now the event is created. Now you can collect the needed signatures. Also, you can check the linked documents which are created automatically.