FunJoin

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Find Customer in Customer Management Table

Click Customer Name to open Customer Profile

Click on "View All" Button under "Documents" to open "Documents" Modal Window

1. Click on "Customers" in Top Menu Bar
2. Find Customer in Customer Management Table
3. Click Customer Name to open Customer Profile
4. Click on Participant Name
5. Click on "View All" Button under "Documents" to open "Documents" Modal Window

On-Demand (Manual) Document Creation and Assignment

1. Click "Add New Document" Button
2. Select Template from the Select Document Template Dropdown
3. Click "Add" Button

1. In "Documents" Modal Window:
 1. Click "Add New Document" Button
 2. Select Template from the Select Document Template Dropdown
 3. Click "Add" Button

1. Click "+ Add File" Button
2. Select File from Computer
3. Click "Open" Button

1. In "Documents" Modal Window:
   1. Click "+ Add File" Button
   2. Select File from Computer
   3. Click "Open" Button

1. Find "Requires Action" Section
2. Find Document
3. Click More Options Button
4. Click "Upload File/Photo(s)" Button
5. Click "Browse Files" Button
6. Select File From Computer
7. Click "Open" Button
8. Click "Sign Document" Button

1. In "Documents" Modal Window:
   1. Find "Requires Action" Section
   2. Find Document
   3. Click More Options Button
   4. Click "Upload File/Photo(s)" Button
   5. Click "Browse Files" Button
   6. Select File From Computer
   7. Click "Open" Button
   8. Click "Sign Document" Button

1. Find "Requires Action" Section
2. Find Document
3. Click More Options Button
4. Click "Marked Signed" Button

1. In "Documents" Modal Window:
   1. Find "Requires Action" Section
   2. Find Document
   3. Click More Options Button
   4. Click "Marked Signed" Button

Note: This Function only applies to Custom Documents.

1. Find Signed Documents Section
2. Click on Document Name

1. In "Documents" Modal Window:
   1. Find Signed Documents Section
   2. Click on Document Name

Note: You can Print or Download the Document (If Needed)

1. Find Requires Action Section
2. Find Document
3. Click More Options Button
4. Click "Delete" Button

1. In "Documents" Modal Window:
   1. Find Requires Action Section
   2. Find Document
   3. Click More Options Button
   4. Click "Delete" Button

1. Find Signed Documents Section
2. Find Document
3. Click More Options Button
4. Click "Mark Expired" Button

1. In "Documents" Modal Window:
   1. Find Signed Documents Section
   2. Find Document
   3. Click More Options Button
   4. Click "Mark Expired" Button

Training Video

Open Documents Modal Window

On-Demand (Manual) Document Creation and Assignment

Add Files to Participant

Submit Documents for Participants

Mark Documents Signed

Access Signed Documents

Delete Document Request

Mark Signed Documents Expired