Organize Documents
Send documents for e-signature and manage files.
10 articles
- Send Documents for SignatureHow to send documents for signature through the Double Nickel platform.
- How to Categorize a Document and Edit the CategoryIn this section, we’ll show you how to assign a document to the correct category and how to edit the category later if needed.
- How to View the Document Requests SentIn this section, we’ll show you how to see all document requests that have been sent to an applicant.
- How to Print a DocumentIn this section, we’ll show you how to print a document from an applicant’s profile.
- How to Download a Document from Double NickelIn this section, we’ll show you how to download a document from an applicant’s profile.
- How to Bulk Export / Download Multiple Documents at Once for an Applicant or HireIn this section, we’ll show you how to export multiple applicant or hire documents at once. This allows you to securely download several documents in a single, password-protected ZIP file…
- How to Create and Edit E-Signature PackagesIn this section, we’ll show you how to create document packages and add document templates for sending grouped e-signature documents.
- How to Use Document Intelligence When Uploading DocumentsIn this section, we’ll show you how to enable Document Intelligence and use it when uploading documents to automatically extract and review key information using AI.
- How to Review Flagged or Mismatched Information with Document IntelligenceIn this section, we’ll show you how to identify and review information flagged by Document Intelligence when there are inconsistencies between uploaded documents and applicant data.
- How to Review Documents Received via SMS with Document IntelligenceIn this section, we’ll show you how to access and review documents received via SMS using Document Intelligence.