The product documentation
Step-by-step tutorials, in-depth articles, video walkthroughs and release notes: the documentation lives in the application, next to the screens it explains. It opens with your Docform account.
You will be asked to sign in, then redirected to the help center.
Four formats, a single source
The documentation follows the product: it is updated along with it, and every article points to the screen concerned.
Step-by-step tutorials
One task, a series of numbered steps, one screenshot per step: sending for signature, adding variables to a template, opening a guest workspace.
In-depth articles
The substance of a feature: what it does, its limits, its settings, and the cases where it does not apply.
Video walkthroughs
The journeys that are better shown than written: signature from end to end, creating a template, AI-assisted review. Published gradually, section by section.
Release notes and support
What changes with each release, and the support form to report an incident or put a question to the team.
The nine sections of the documentation
Electronic signature
Send for signature, sign an external PDF, follow a journey, find the evidence file.
Getting started
Your first steps in the workspace: structure, roles, settings to configure once.
General settings
Organization, users, departments, entities and platform preferences.
Contracts and documents
Draft, add variables, get approval, annotate and version a document.
Contract repository
File, search, filter, save views and track deadlines.
Information requests
Collect documents and data through a secure form, and file them in the case.
Artificial intelligence
The assistant, review, extraction, legal research, and the Docform Express tools.
Guest workspace
What your external contacts see, and what they can do from their workspace.
Integrations
Connect Docform to HubSpot to import your contacts and companies as counterparties.
Why it is reserved for users
The articles show real screens, with your organization settings and permissions. Opening them to everyone would mean publishing our customers configuration, and describing options your workspace may not have.
- Open to any signed-in Docform user, with no particular role
- Search by section and by article, from within the application
- Built-in support: report an incident without leaving the page
No account yet?
Request a demo: we open a workspace, and you get access to the documentation as well as the Docform Express AI tools.