How to create a calendar event

Step 1 – Access the Client’s Dashboard.

Step 2 – Click on the Calendar button.

Step 3 – Click on the day you want to create the event. You will be prompted to select the event type you want to create.

Step 4 – In the next window, you need to configure the event by filling in all the required fields. These configuration options may vary depending on the agency’s configuration of each event.

Step 5 – Once all is set, click on the Save button.

Now the event is created. Now you can collect the needed signatures. Also, you can check the linked documents which are created automatically.