Managing, signing, and migrating documents just got easier. With Clean Claims' new document tool, you can streamline your workflow and save time on every project. To help you get the most out of these new features, here are some helpful resources to guide you through the process:
Get Started with Documents in Clean Claims
If you’re new to this tool, this guide will walk you through how to set up and work with documents in any project:
Create Document Templates for Easy Signatures
You will need to set up a document signing process that each project will follow. To help you get started, follow this guide:
Easy PDF Migration
If you have existing PDF documents that need to be migrated to the new signing tool, follow this step-by-step guide to make the process seamless:
How to Sign Documents Listed as “Sign Anytime”
For documents that are marked as "Sign Anytime," this guide will show you how to complete them quickly and efficiently:
Additional Resources
Explore more resources available to help you make the most of the new documents tool here: