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  2. Sending & Workflow

Sending & Workflow

Guides on creating case files, signing flows, templates, and automated reminders.

Advanced Fields

  • Document Access Control & Security
  • Conditional Signing for Penneo Board Members
  • Advanced Case File Options

Managing Sent Documents

  • Validating Signatures and Seals
  • Verifying Signature Status
  • Modifying Signer Details After Dispatch
  • Finalization Email Attachment Rules
  • Digital Signature Timestamps in Penneo
  • Managing Case Files and Folders in Penneo
See all 7 articles

Templates & Automation

  • Mass Mailing in the Desktop App

Creating Case Files

  • Upload Requirements & Size Limits
  • Signing Flows in Penneo
  • Simple Electronic Signatures
  • Signing Documents in a Meeting
  • Sending Registered Letters in Penneo
  • PDF Standards and Visual Issues
See all 13 articles

Desktop Apps & Plugins

  • How to install, set up, and use the Desktop Application to create case files

Penneo Collect

  • Penneo Collect (Form Builder Overview) 2/2
  • Penneo Collect (Form Builder Overview) 1/2
  • Getting Started with Penneo Collect

Webforms

  • Setting up and managing Penneo Forms
  • Setting up fields in Penneo form templates
  • Accessing and Managing Form Templates

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