About the Course
Description: This course is designed to help you during your onboarding process. In this course, you will take a quick look at Document Management, including how to manage your files and folders, and how to send an eSign request.
Prerequisites: None | Estimated Time: 15 minutes
Learning Objectives:
- Manage files and folders
- Add a new file
- Send eSign request
- A getting-started checklist
- A list of additional resources
Course Categories
Beginner
Document Management
Onboarding
Course Progress
Course Outline
-
Course Overview
- Intro to Doc Management
-
Intro to files and folders
- Manage Files and Folders Video
- Add a file to Canopy
-
eSign basics
- eSign Request Video
- Helpful eSign Tips
-
Engagements basics
- Create an Engagement Video
- Key Features in the Engagement Builder
-
Learn More
- Additional Resources
About the Course
Description: This course is designed to help you during your onboarding process. In this course, you will take a quick look at Document Management, including how to manage your files and folders, and how to send an eSign request.
Prerequisites: None | Estimated Time: 15 minutes
Learning Objectives:
- Manage files and folders
- Add a new file
- Send eSign request
- A getting-started checklist
- A list of additional resources
Course Outline
-
Course Overview
- Intro to Doc Management
-
Intro to files and folders
- Manage Files and Folders Video
- Add a file to Canopy
-
eSign basics
- eSign Request Video
- Helpful eSign Tips
-
Engagements basics
- Create an Engagement Video
- Key Features in the Engagement Builder
-
Learn More
- Additional Resources
Course Categories
Beginner
Document Management
Onboarding