How to - Add a user to your Organization

• Related Articles

• Add field on multiple pages

  A very common scenario is to have a user enter the data once, and make it appear on multiple pages of the same document. This can be useful in case of large documents where the same data can be repeated on multiple pages. For example, you would want ...

• Add initials on all pages

  Some documents require just the initials on every page, which can be challenging in case of large documents. However, with Clean Claims Sign it’s possible to do this in just a couple of clicks. To add initials on all pages: Open the document template ...

• How to - Add a New Cost Sheet

• How to Add Project Task or Create Project Task Templates

• Roles and Permissions

  Clean Claims allows you to set different roles and permissions per user. Each role has specific allowances. Here are the prescribed permissions accordingly. ORGADMIN Full control over the organization, including user management, settings, and ...