Contents

Getting started

• Introduction

Workflows

• Homescreen
• Workflow setup
  • Creating a new Workflow
  • Adding users to a Workflow
  • Deleting a workflow
  • Closing off
• Requesting documents
  • Choosing the right workflow
  • Requesting documents
• Approving submissions
  • Approving a document
  • Rejecting a document
• Archive documents
  • Archiving documents
  • Deleting a document

Mobile app

• Download the app
• Using the app
  • Choosing a document request
• 1. Capturing
• 2. Redacting
• 3. Reviewing
• 4. Submitting
  • Photo taking tips
  • Camera permissions

Account admin

• Data security
  • Is it possible to view redacted information?
  • Downloading all of an account’s data
• User permissions
• Audit trail
  • Who can download audit trails?
• Changing your password
  • Resetting your password

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• Get support