Download the App

  1. iPhone and iPad users can download the iOS app from iOS App Store.

  2. Android device users can download the Android app from the Google Play Store.

download link from the app store
download link from google play

Create an Account

  1. To use the app you will need to create an account.  It’s free and you won’t be asked to enter any payment details.

  2. Open the app on your mobile device.

  3. Tap the Try for free button on the app.

  4. Enter your email address and tap Create account.

  5. We will send a temporary password to the email address you gave us.

  6. Enter the temporary password and create a new password of your own.

  7. You have now successfully created an account and can access the app.

Create Account
Set Password
Import Templates
Import Templates

Import Templates

  1. Go to Settings>Import Templates.

  2. On the next page Select the templates that you want to import.

  3. Once you have made your selection, tap the Import button.

  4. Once the templates are imported, tap Go to Profiles on the screen that pops up.

Generate Documents

Generate Documents

  1. On the Profiles screen tap the name of the profile you want to use.

  2. Now tap the '+' icon at the bottom of the screen.

  3. On the next screen Select the templates that you want to use.

  4. Now click the Generate button that appears when you have made your selections.

  5. On the next screen, answer the questions that appear.

  6. Tap Generate Documents when you are finished.

  7. Tap Go to Documents on the screen that pops up.

  8. Congratulations, your documents have been created!

Preview Documents
Preview Documents

Preview / Export Documents

  1. On the Profiles screen tap the name of the profile you want to use.

  2. On the Documents screen, Select the documents that you would like to view or share.

  3. When you have made your selections, tap Bulk Action.

  4. On the next menu you can choose to Preview or Export/Share the selected documents.

regenerate_documents_edited_edited.jpg

Regenerate Documents

  1. On the Profiles screen tap the name of the profile you want to use.

  2. On the Documents screen, Select the documents that you would like to view or share.

  3. When you have made your selections, tap Bulk Action.

  4. On the next menu you can choose to Preview or Export/Share the documents the selected documents.

add_profile_edited_edited.jpg

Add Profiles

  1. On the Profiles screen tap the Add Profile button at the bottom of the screen.

  2. Enter the Profile Name and select the Profile Type.

  3. Tap the Save button.

edit profile_edited.jpg

Edit Profiles

  1. On the Profiles screen tap the 3 dot menu to the right of the Profile Name you want to edit.

  2. Tap Edit.

  3. Make your changes and then tap the Save button.

Getting Started Guide

Follow the steps below to get up and running in no time

Workflow