Our homepage in the S-Docs app offers easy access to helpful resources and is designed to make your user experience smooth and seamless. Here are some tips for navigating it and getting acclimated.
Use the arrow keys or click on the text bubbles to navigate through the demo above.
The black header banner offers links to various articles on our knowledge base if you want to access knowledge base articles on our key features quickly. To view all of our articles, click Visit the Knowledge Base button.
You can collapse the header banner by clicking on the X in the top right corner of the banner or clicking Hide product tips underneath it. To expand the banner, click See product tips.
The menu on the top right has three icons and then your name.
The Signature requests, Documents, and Templates tabs give you a filtered view of each of these categories in S-Docs.
This tab shows all of your signature requests. Under the Signature requests tab, each signature request is listed as a line item — the name is in the “Request” column. When you click a signature request, you will be able to see an audit trail of the request. In addition to the request column, you will also see “Status,” “Request,” “Owner,” and “Last activity” columns. You will see below the Request name, The name of the record in HubSpot that the request was generated for, the amount of documents, and the amount of recipients.
In the left sidebar, there are a few things you can do:This tab shows all of your generated documents. Under the Documents tab, you will see a “Document,” “Owner,” and “Last activity” column.
Line items in the documents tab will an envelope icon and the name of the e-Signature request they are associated with underneath it (if applicable).
In the left sidebar, there are a few things you can do:
Under the Templates tab, you will see a “Status,” “Category,” “Owner,” and “Last activity” column. In the record, you will also see the primary HubSpot object, data source, and whether or not the template includes any signature fields.
In the left sidebar, there are a few things you can do: