User Management

• Add or Update Users in Bulk
• Add (or Register) a New User
• Set up (or reset) a PIN code
• How to Create a New User Group?
• Edit Existing User Account Details
• Delete / Remove User Account

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Prepare, Send, and Sign document(s)

• Generate Electronic Signature Workflow Requests
• Generate Digital Signature Workflow Requests
• Bulk send documents for Signatures via CSV File
• Apply Signatures on the Signed Documents
• Apply Digital Signatures using GMO Sign
• Send the Signing Workflow for Internal Approval

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Account Settings

• Password rules
• Activate Password Expiry Feature in GMO Sign
• What to do When GMO Sign Account Password Expires?
• Predefine approvers for Internal Workflow Requests

Folder Management

• Add New Folders in Bulk via CSV
• Pre-define Folders for Users in GMO Sign
• Create A New Folder
• Assign a Document to a Folder (while Generating a Signing Request)
• How to Activate ‘Folder Alert Feature’ in GMO Sign?
• How does the ‘Folder Alert’ Feature work?

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Document and Transaction Management

• Get Excel file of Document Transactions on your PC
• Signature Statuses in GMO Sign Solution
• Add Core Document Details During the Workflow Request
• Download Multiple Files at Once
• Analyze Document Logs and Attach Document ID in Signed File
• Customize Attributes in Document Details

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