Getting Started 5

• Signing up (video)
• Managing the dashboard (video)
• Selecting modules
• Setting up an email address
• Switching to a different business

Managing Files 5

• Importing files (video)
• Uploading files
• Emailing files
• Managing approved senders
• Setting up new file formats

User Permissions 2

• Adding users (video)
• Managing users

Document Approval 4

• Approving documents (video)
• Enabling document approval
• Managing user approval permissions
• Approving documents