Administration videos

The videos you can find here all show specific parts of the Administration and how to perform tasks there.

Administration

This video will guide you through most of the administration, and show you how to manage users, create teams, where to find your subscription details, and how to look into audit logs.


SMTP Configuration

This is a guide for configuring your own SMTP servers. It shows both the Plain SMTP set up as well as Microsoft Graph API.

The use of custom SMTP is a paid add-on.


General settings

This video explores the General settings available to your organization, such as the access URL, and the Language & Region settings for new users.

Workflow settings

In this video, we go over all the settings related to the flow of your document transactions. From the defaults for the signing order, to the automatic reminders and recipient rights, each setting is explained.


Security settings

Security covers everything from passwords, the available login methods, allowed cloud providers, to registration into the system.


Signature settings

The visual representation of signatures, how users can create them, and the management of personal and organization stamps - all of that is covered in this video.


AI Provider settings

If you would like to use our AI Document Assistant, a connection to a provider must first be established. This video showcases how that can be done.