How do I set up gated delivery?
Project > Settings > Gated Delivery > Determine which code suits your project Envelope deliveries can be Gated, requiring users to...
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Getting Started
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What is a project?
A Project is designed around a specific activity, holiday, event, or need (e.g., Happy Birthday Project, Retirement Project, $25 Amazon Subject Compensation,... -
What is an envelope?
An envelope or delivery is sent from a project via email and/or text. The envelope contains an instrument, which can be a number of different things... -
How do I invite people to my project?
Home Page > Accounts > Members To invite another person or a group of people to your account or project,... -
How do I customize my Project template?
The Basic Template will allow you to “start from scratch” by developing your own unique template. The template is divided into sections...
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