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Getting started with Penneo
Working with Penneo
Send out documents
- How to change email messages for signing recipients
- Conditional signing (Boardmember)
- What documents can signers see?
- Format for social security numbers
- How to create case files in Penneo V2
- How to change the name of a signer role
Casefile follow up
- How to change settings of a signer after send out
- [SUPPORT] Find Penneo Request ID
- How to use the Penneo validator
- How to rename case files and folders
- How to revert a rejection and resend the signing request
- 'Under 18' notification