CLOSD Legal Project

How to save and share a Checklist to reuse it on a new Project?

Jagnid Dinga — Tue, 30 Dec 2025 15:21:00 GMT

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 ...(read more)

How do access rights work on the Checklist?

Jagnid Dinga — Tue, 30 Dec 2025 15:15:40 GMT

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...(read more)

Editing a Checklist Template

Jagnid Dinga — Tue, 30 Dec 2025 15:10:30 GMT

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...(read more)

How do tasks work?

Jagnid Dinga — Tue, 30 Dec 2025 15:08:06 GMT

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...(read more)

Can I modify or interrupt a signing session in progress?

Jagnid Dinga — Tue, 30 Dec 2025 15:06:07 GMT

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 ...(read more)

How to define a signing order for signatories?

Jagnid Dinga — Tue, 30 Dec 2025 15:01:57 GMT

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...(read more)

How do tags work?

Jagnid Dinga — Tue, 30 Dec 2025 14:55:23 GMT

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...(read more)

How to organize a signing checklist?

Jagnid Dinga — Tue, 30 Dec 2025 14:50:55 GMT

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...(read more)

What is OCR and how does it work?

Jagnid Dinga — Tue, 30 Dec 2025 14:47:23 GMT

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 ...(read more)

How do I know which documents were added since my last login?

Jagnid Dinga — Tue, 30 Dec 2025 14:41:37 GMT

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...(read more)

How to generate an index of files?

Jagnid Dinga — Tue, 30 Dec 2025 14:36:50 GMT

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 ...(read more)

How does adding files work?

Jagnid Dinga — Tue, 30 Dec 2025 14:30:49 GMT

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 ...(read more)

How do I know if a Participant has activated their account and done their ID check?

Jagnid Dinga — Tue, 30 Dec 2025 14:27:43 GMT

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 . ...(read more)

How to export the list of Participants on a Project?

Jagnid Dinga — Tue, 30 Dec 2025 14:24:43 GMT

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...(read more)

How to manage confidentiality settings for Participants?

Jagnid Dinga — Tue, 30 Dec 2025 14:21:23 GMT

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...(read more)