Getting Started with Clean Claims Document Signing Tool

Getting Started with Clean Claims Document Signing Tool

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:

Your Guide to Documents

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:

Create Signature Templates

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 Migrate PDFs

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: 

"Sign Anytime" Documents

Additional Resources

Explore more resources available to help you make the most of the new documents tool here:

Access More Resources