How Does BreezeDoc Work? A Quick Walkthrough

Getting started with BreezeDoc is designed to be a smooth process. Here’s a general idea of how it works:

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Step 1: Create a Document

First off, you’ll need to create a new document. You can do this in a couple of ways:

• Upload your own PDF: This is pretty straightforward. You just click “Create Document” and upload your existing PDF file. This is great if you have custom contracts or agreements ready to go.
• Use a template: BreezeDoc offers a library of pre-made templates for common business documents. If your needs fit one of these, it’s a quick way to get started without designing anything from scratch.

Step 2: Add Fields and Assign Parties

Once your document is uploaded or a template is selected, it’s time to make it interactive:

• Drag and Drop Fields: You’ll find tools to easily drag and drop various fields onto your document. This includes signature fields, initial boxes, text boxes for information, and date fields. You can resize and position these as needed.
• Assign Signers: For each field you add, you’ll assign it to a specific party who needs to sign or fill it out. You can rename parties for clarity, especially when you have multiple signers.

Step 3: Send for Signature

With all the fields in place and parties assigned, you’re ready to send:

• Enter Email Addresses: You’ll enter the email addresses of the people who need to sign the document.
• Customize Email Templates: BreezeDoc allows you to customize the email that goes out with your document, which is a nice touch for professionalism.
• Hit Send: Once you send it, BreezeDoc takes over, sending out the document and managing the signing process.

Step 4: Track and Manage

After sending, you’ll have full visibility into the document’s progress:

• Activity Log: You can monitor when recipients receive, open, and sign the documents. This is crucial for staying on top of your agreements and knowing when to follow up.
• Automated Reminders: If someone hasn’t signed, BreezeDoc can automatically send them reminders, saving you the hassle of manual follow-ups.
• Finalized Documents: Once all parties have signed, the completed document is automatically distributed to everyone involved, ensuring everyone has a copy.

This whole process is designed to be quick and efficient, helping you move from draft to signed agreement in a matter of minutes. Headway Terms & Conditions Summary

Read more about BreezeDoc Review:
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