1. Save and share the Checklist
You can save a task list by clicking on Options and then Save Checklist.
You can then share the template you are saving. The members of your firm or company will be able to use it immediately.
You will ...
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How do access rights work on the Checklist?
You have two levels of access rights: Task access rights Attachment access rights for tasks As a Project Manager, you can define access rights for tasks on the Checklist, choosing which Participants (or Groups) can see each task. How to share a tas... -
Editing a Checklist Template
1. Click on Options 2. Click on Save as template 3. Click on Update a model 4. Select the model to be edited from the list 5. Enter a new name for your model (optional) 6. Click on Next 7. Define sharing and modification rights You can select t... -
How do tasks work?
How to create a new task? To create a new task, click on “Add” at the top right of the Checklist page. If you want to directly insert a new task between two existing tasks, click on the icon + that appears to the left of the &ld... -
Can I modify or interrupt a signing session in progress?
How to modify a signing session in progress? There are several options: Cancel the signature of a document that has already been sent for signature by clicking on “Cancel signature” on the document’s menu. Send a pending ... -
How to define a signing order for signatories?
When preparing your document to be signed, in the step 2 of the Settings, you can define a signing order by clicking on “order the signatories“. You can then drag and drop your signatories in the different groups. You can have... -
How do tags work?
How to place a signature tag on a document? To place one or more signature tags on a document, simply click on the tag and drag it to the desired location on the document. You can also use the “automatic tag placement” feature to do this... -
How to organize a signing checklist?
How to add a document to the signing checklist? To add a document to the signing checklist, click on “Add a document” at the top right of the “Signing checklist” page. From the Documents page, click on the menu (three small do... -
What is OCR and how does it work?
What is OCR ? OCR (Optical Character Recognition) is a technology that converts an image document, whether scanned or photographed, into digital text. During this process, the text is directly integrated with the original document image, allowing it ... -
How do I know which documents were added since my last login?
You receive an email notification when new documents are added to a Project. How do I manage my notifications? If you disabled your notifications, any documents added since your last login will be displayed in the following ways: A red dot appears o... -
How to generate an index of files?
You can generate a complete and time-stamped list of files and folders that are in the Documents area by clicking on Options, then the format of index you want to export at the top right of the Documents page. This makes possible to attach the ... -
How does adding files work?
How to add files, folders, or folder trees? To add files or folders to the Documents page, click Add, then Add file or folder at the top right of the page. Click on Import folders or Import files then Start upload ... -
How do I know if a Participant has activated their account and done their ID check?
There are two ways to find out whether a Participant has activated their account and verified their ID, and will therefore be able to access the Project and / or sign documents electronically: Verify the icons next to the Participant’s name . ... -
How to export the list of Participants on a Project?
You can download a list of Participants in either Word or Excel format by clicking on the Import/Export button on the Participants page. If you have any queries, please contact us: By email: support@closd.com By phon... -
How to manage confidentiality settings for Participants?
Project Managers can view all Participants and define the degree of confidentiality of the Project using the Hide Groups and Hide Participants options. By selecting Hide groups, each Guest sees only their own Group and the Project Managers. The oth... -
Participants Management
What are Groups for? Groups allow Participants to be brought together according to common characteristics or interests (lawyers, clients, financial advisers, members of the same company, etc.). Project Managers can then share documents or assign task... -
How to update my mobile phone number?
Each user can go to their own Profile to modify their mobile phone number. To sign a document with advanced electronic signature, it is mandatory to provide a valid mobile phone number to receive a sms code. Go to your ... -
The customer file reference
The Project Managers can enter a customer file reference for each project. The customer file reference cannot exceed 100 characters. How do I enter a customer file reference? When creating a new project On the Settings page Step 1: Go the the Settin... -
How to delete a project?
As a Project manager, you can decide at any time to close a project permanently. Closing a project will automatically disable the access rights of all Participants. Project data and all signed documents will no longer be available. Before closing a p... -
What is the Settings page for?
The Settings page is only accessible to Project Managers. It allows them to: Manage the Project’s parameters: for example, define the Project’s label, rename it, or close it; Define certain rights for Guests (adding files, writing commen... -
How to generate a Bible?
Click on the button “Generate a Bible” Choose a name Personalize the content, you can include files from the Documents page, the checklist attachment or the signed documents page. Click on “validate”. A Bible last for 96 ...