Here are some helpful articles to help you get started in MEsuite.
Welcome to MEsuite!
It’s really easy to start using all our tools. In fact, there are only a few steps to go from 0 to getting your contracts signed and stored on your account:
- Create a profile and project
- Add your team
- Add your documents
- Deploy your documents
- Manage Your Documents
- Next Steps: Create another project
Here are the individual instructions for each of those items:
1. Create a Profile and Project
If you're new to MEsuite and do not have a profile or project, you can follow this guide: Creating A Profile From Scratch
If you already have a MEsuite profile, then you can follow these steps instead: Creating A New Project
2. Add Project Contacts
Just in case you need to add any more people to your project, you can follow this guide on how to add and manage contacts for your project:
How-To: Add, Remove, and Manage Team Members, Vendors, and Contacts To A Project
3. Add a Document Template to SignME
The most important step is adding your document template to your project. This guide will show you how to import and customize your document template in SignME:
How-To: Add a New Document Template to SignME
4. Deploy Your Documents For Signature
Then, you'll want to get your documents signed, this guide will walk you through how to deploy your documents for signature:
How-To: Deploy/Send Releases for Signature using the MEsuite App
We also have an easy deployment guide that your team can quickly review here: Click Here To Download The Guide
5. Manage Your Documents
Once your documents are signed, they're routed to your Document Manager. Here are a few topics that will help you manage your signed documents folder:
How-To: Download Your Documents Folder
How-To: Replace A Signed Release Photo
How-To: Manually Import Signed Releases
How-To: Countersign A Document
How-To: Batch Rename Your Downloaded Documents (Video Guide)
6. Create Another Project
After you're done, here's how to create another project:
That’s it!
It’s as easy as that. If you have any questions or any feedback please reach out to us at support@mesuite.com
-Team MEsuite.
