Documentation

Creating Your Account

Get started with our platform by creating your account. Here"s how to set up your workspace:

  1. Visit our sign-up page and enter your work email
  2. Complete your profile with your name and company details
  3. Set a secure password for your account
  4. Verify your email address through the confirmation link

Creating Teams

Teams help you organize your work and collaborate with colleagues. Follow these steps to create a team:

  1. Navigate to Settings → Teams
  2. Click "Create New Team"
  3. Enter team name and description
  4. Set team permissions and access levels
  5. Add team members via email invitations

Pro Tip

You can bulk invite team members by uploading a CSV file with email addresses.

Creating Application Pack Templates

Standardize your document collection process with custom templates:

Create Template

  1. Go to Templates → New Template
  2. Choose document types to include
  3. Set required vs optional documents
  4. Add custom instructions

Using Templates

  1. Select client from dashboard
  2. Choose "New Application Pack"
  3. Select template to use
  4. Customize if needed

Downloading Your Data

You can download your documents and data at any time:

Available Download Options:

  • Individual documents
  • Complete client folders
  • Account data export

Deleting Your Data

Important Notice

Data deletion is permanent and cannot be undone. Make sure to download any important data before proceeding with deletion.

To delete your data:

  1. Go to Settings → Privacy
  2. Select Delete Data"
  3. Choose what to delete (specific documents or entire account)
  4. Confirm deletion by entering your password