Guides and Resources

Learn How to Receive and Control Your Files.

Receive Files From Customers
How to invite your customers to securely send files
Apr 23, 2020

Use Fields to put additional information on your files and keep your customers and team members informed.
Apr 23, 2020

Customer Portal
Understand your customers' file sending experience
Apr 23, 2020

Communicate with Customers
Use fields to communicate with your customers.
Apr 23, 2020

Collaborate With Your Team
Use fields to communicate with team members.
Apr 23, 2020

Change password
How to change or reset your password
Apr 23, 2020

Let your team and customers share paperwork and 
get things done.