Getting started
The first hour
What to do right after logging in to find out whether this helps, without setting anything up.
The normal reaction on first logging in is to start configuring: add the team, import contacts, build the structure. That is exactly what not to do yet, because you would be deciding how to organise something you do not yet know the workings of.
What is worth doing, in one hour
- 1
Take a real case of yours, a small one
A specific supplier, a specific document. Nothing invented: invented cases teach nothing.
- 2
Upload a genuine document
One of the ugly ones: scanned, skewed, stamped. That is the one that shows you how it behaves.
- 3
Send something for signature to yourselves
So you see what the recipient sees, which is half the decision.
- 4
And search for something you uploaded
By a value inside it, not by the filename.
Important
That fourth step is the one most people skip and the best predictor of whether this will help you. If you can find a document by what it says inside, you have solved half your problem even with nothing else configured.
What can wait
| Can wait | Why |
|---|---|
| Inviting the team | Better once you know what you will ask them to do |
| Importing all contacts | Three are enough to try it |
| Building the final structure | It will change once you use it for two weeks |
| Integrations | It nearly always turns out they were not needed at first |
Watch out
The classic day-one mistake is loading the whole historical archive. It eats an afternoon, teaches nothing new, and fills the house before you know where anything goes. Old material comes later, and often only part of it was needed.
What to look at when the hour is up
If all three are yes, the decision is made and you can move on to setting up. If any is no, that is exactly the conversation to have before going further.
Worth knowing
This hour's actions consume like any other: uploading, sending for signature and reading a document cost the same in a trial as in production. It is little, but worth knowing before repeating the test thirty times.
›Do I need to install anything?
No. It runs in the browser and on a phone.
›Can I delete the trial material afterwards?
Yes, though it usually stays: it is real documentation of yours.
›What if I am not sure which module I need?
Try the case that hurts most today; the module follows by itself.
A real case
The situation
A company spends day one importing five years of archive.
What you do
- Stops and tries a real case: one supplier, one ugly scan, one signature to themselves
- Searches the document by tax ID
What you get
Decides on evidence within an hour, and brings the archive once it knows where things go.
The situation
You want to know whether automatic reading works on the company's real documents.
What you do
- Uploads the worst scan to hand
- Looks at which fields come out and which do not
What you get
The decision uses your own material rather than a demo example.
The situation
Nobody knows whether a supplier will manage to upload something unaided.
What you do
- Sends themselves a request and completes it from a phone
What you get
You see the other side's experience before sending it to anyone.
The situation
There is doubt about whether a signature will be enough.
What you do
- Signs a test document and looks at the trail it leaves
What you get
The doubt is settled by looking at the evidence, not the description.
The situation
You want to check whether a document can be found again afterwards.
What you do
- Searches by something in the content rather than the file name
What you get
It becomes clear whether search will help day to day.
The situation
The first hour goes on browsing menus.
What you do
- Walks one complete case from start to finish
What you get
You come out with an opinion rather than a guided tour.
This article answers
- i have just logged in for the first time
- what do i do first on the platform
- trying the platform without setting anything up
- first hour of use