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Guide7 minutes

Creating your first document

Walk the whole path — from drafting through approval to signature — on a single document.

1

Choose a document type

Start with the type you meet most often — usually an incoming letter or a contract.

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აქტიური
2

Fill in the card

Enter the title, the party or counterparty, the dates and the person responsible, then upload or write the file itself.

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3

Start the process

Add an approval route, or send it straight for signature. Everyone involved is notified.

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Tip

✓ Make the first document a test one — you can delete it or move it to the archive at any time.

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