Advanced Sharing

Advanced sharing makes it possible for administrators and users to delegate their send, modify, and view permissions to an alternate user or users.  

This tutorial shows Administrators how to adjust account sharing settings and how to share user accounts, modify permissions, and cancel shares.


Create back ups of transactions using external archiving

Archiving allows you to send copies of signed agreements to a specified email address or to an online archiving service. Use it to keep back up copies of your agreements.


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