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How do I add history and signature features to a doc or letter?

Changing doc or letter type1:34

"How do I add history and signature features to a doc or letter?"

Changing a doc or letter's type adds features to it. The features you can add include history storage, "Got it" confirmation, and four different signature collection flows.

To change a doc's type:

  1. First, tap: MenuDocs ... allNew doc
  2. Then decide between "New letter" and: "New doc"
  3. Once it slides out on the right, you can set the "Subject" and contents of your doc to whatever you like.
  4. Next, now that you've got your template exactly how you'd like it to look each time, open the bottom menu:
  5. Then tap: Change doc type
  6. You'll now see a list of eight different options to select from.
  7. Read the notes, and watch the videos of each one to decide which one has the features you're looking for.
  8. And once you've selected one, tap it.
  9. And finally, tap Save and your doc is all ready to send with its new features.

Keep in mind that:

  • The steps to change the type of an existing doc, or new and existing letters are the same.
  • You can change the type of any doc or letter, at any time.
  • Once the type's changed, its new features become instantly available from then on.

And that's it! That's everything you need to know about how to change a doc or letter's type!

Updated: Sat, Feb 10, 2024.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/HR_Docs/How_do_I_add_history_and_signature_features_to_a_doc_or_letter