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Once you send Required or E-signature Documents, you can search for those who have signed/submitted it and who has not

How to View Documents

Read this article to find the fastest way to print E-signature Documents

How to Print Multiple Documents

Find out what results if a Required or E-Signature Document is deleted

How to Delete a Document and the Consequences

How to find specific Documents for individual Enrollees

How to Filter Enrollee Documents

Learn how to send Required or E-signature Documents to individual accounts

How to Add or Upload a Document to an Account

Serena Edwards

What you can do on the documents tab to view, send, and delete documents

Viewing & Managing Documents

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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