FunJoin

Find Customer in Customer Management Table

Click Customer Name to open Customer Profile

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

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

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On-Demand (Manual) Document Creation and Assignment

1. Click "+ New Document" Button (Upper-Right Corner)
2. Select Template from Dropdown
3. Click "Add" Button

1. In "Documents" Modal Window:
 1. Click "+ New Document" Button (Upper-Right Corner)
 2. Select Template from Dropdown
 3. Click "Add" Button

1. Find Attached Files Section
2. Click "+ Add File" Button
3. Select File from Computer
4. Click "Open" Button

1. In "Documents" Modal Window:
   1. Find Attached Files Section
   2. Click "+ Add File" Button
   3. Select File from Computer
   4. Click "Open" Button

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

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

Only Custom Documents can be "Marked Signed." Digital Documents cannot be "Marked Signed."

1. Find Signed Documents Section
2. Find Document
3. Option 1: 
 1. Click on Document Name
4. Option 2:
 1. Click More Options Button (Three Dots)
 2. Click "View" Button

1. In "Documents" Modal Window:
 1. Find Signed Documents Section
 2. Find Document
 3. Option 1: 
 1. Click on Document Name
 4. Option 2:
 1. Click More Options Button (Three Dots)
 2. Click "View" Button

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

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

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

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

Step-by-Step Instructions

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