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How to Download a Merged Copy in MSB Docs | Secure ePak Document Merging
Learn how to seamlessly download a secure, merged copy of your completed ePak documents in MSB Docs! In this video, we guide you through accessing the dashboard, navigating to your sent documents, and downloading a unified PDF package complete with all appended files and an audit trail. This merged document is certified by MSB Docs for enhanced security and compliance. Whether you’re managing multiple documents or need an official consolidated version, this feature makes it easy and efficient.
Переглядів: 5

Відео

Auto Signing Rule in MSB Docs: Streamline Your Workflow
Переглядів 157 годин тому
In this video, learn how to streamline your signing process in MSB Docs with the powerful Auto Signing Rule feature. We’ll walk you through setting up custom rules based on criteria like sender, subject, and policy, so that documents start the signing process as soon as they hit your inbox. Follow along to set up, edit, or delete rules to fit your unique workflow needs and make signing easier t...
Seamless Aadhaar Fingerprint Signing in MSB Docs
Переглядів 1614 днів тому
MSB Docs introduces Aadhaar Fingerprint Signing, offering a secure and legally compliant e-signature solution tailored for the Indian market. This video walks you through the simple steps to sign documents using Aadhaar fingerprint authentication. Learn how to access documents via email, SMS, or WhatsApp, and complete the signing process with a connected biometric scanner. Ensure your signature...
Sign All Documents with One Click in MSB Docs
Переглядів 3014 днів тому
MSB Docs introduces the Sign All feature, making it easier to sign multiple documents in an ePak with just one click. Learn how to quickly sign all actionable documents, provide a reason if required, and confirm completion. This video will also show you how to review signed documents, access the document list, preview signatures, and download audit trail reports. Effortlessly manage your signed...
Track Documents with Ease Using Labels in MSB Docs
Переглядів 2114 днів тому
The Labels feature in MSB Docs allows you to track documents effortlessly throughout their lifecycle. In this video, you'll learn how to apply, manage, and view labels in your e-signature workflows. Discover how to assign labels to signers, input values, and track the labels in completed documents for streamlined document workflows.
Easily Configure Signature Reminders in MSB Docs
Переглядів 1514 днів тому
MSB Docs makes it simple to manage signature reminders! Learn how to set the start date and frequency for reminders, ensuring your documents get signed on time. In this video you'll discover how to configure reminders when sending a signature request and adjust them later if needed.
How to Use QR Codes for Document Authentication in MSB Docs
Переглядів 1814 днів тому
In this video, learn how to generate and use QR codes in MSB Docs to authenticate documents easily. Add QR codes to your ePaks and workflows, allowing recipients to verify document authenticity with a mobile app. Watch now to see how this feature enhances the security and tracking of your documents.
Enhance Security with Password Protection for Bulk Composed Documents
Переглядів 3814 днів тому
Introducing password protection for bulk composed documents in MSB Docs! This feature allows you to set unique passwords for each signature request in your batch, ensuring maximum security. Learn how to prepare your documents, manage passwords, and send secure requests with our step-by-step guide. Watch now to enhance your document security!
Compare Document Versions with Ease Using Semantic Text Comparison
Переглядів 2214 днів тому
Learn how to leverage the Semantic Text Comparison feature in MSB Docs! This intuitive tool lets you visually compare two versions of a document, highlight changes, and streamline your revision process. Watch this video to understand how to make the most of this feature for efficient document reviews and signature preparation.
Set Expiry Dates for Your Stamp Papers in MSB Docs
Переглядів 2814 днів тому
MSB Docs is enhancing your experience with the new Expiry Date feature for stamp papers! Admin users can now easily set expiration dates during single or bulk uploads. In this video, we’ll show you how to use this feature effectively, ensuring your stamp papers stay current and compliant. Watch to learn how to take full advantage of this update!
Mastering Bulk Operations in MSB Docs
Переглядів 3514 днів тому
Learn how to perform bulk operations in MSB Docs with ease, including bulk signing, reminders, custodian changes, downloads, and deletions. This video will guide you step-by-step through managing multiple ePaks in both received and sent folders, saving you time and streamlining your document management process. Perfect for users handling high-volume document workflows.
Effortless Batch Document Management in MSB Docs
Переглядів 6914 днів тому
Discover how to streamline the process of sending documents to a large audience with MSB Docs' Batch Management feature. This tutorial walks you through creating standardized workflows, utilizing templates, and managing recipient lists via CSV for bulk document dispatch. You'll also learn how to incorporate stamp paper and monitor document status in real-time. Perfect for users managing high-vo...
Customize Your ePak Lists with the Dynamic Grid Feature in MSB Docs
Переглядів 2114 днів тому
Learn how to tailor your ePak lists using MSB Docs' Dynamic Grid feature. This video shows you how to easily add, remove, or restore columns in your "Received" and "Sent" folders, offering a streamlined view that fits your preferences. Discover how simple it is to organize your document lists for a more efficient workflow. Watch now to get started!
Advanced Document Search with Multiple Parameters and Labels in MSB Docs
Переглядів 5214 днів тому
Discover how MSB Docs’ enhanced search feature allows you to filter documents using multiple parameters, such as "From," "To," "Subject," "Workflow," and more. This video will guide you through applying labels to improve your search efficiency within the ePak feature. Learn how to quickly locate documents in both your "Received" and "Sent" sections by leveraging these powerful search tools. Wat...
Effortlessly Manage and Use Stamp Paper Templates in MSB Docs
Переглядів 4414 днів тому
Learn how to create and manage Stamp Paper Templates with MSB Docs. This video shows you how to add stamp papers, build templates, assign recipients, and use them in document workflows. Whether you’re composing a single or bulk request, this feature simplifies the process and enhances efficiency. Watch now to streamline your document workflows with the Stamp Paper Template feature in MSB Docs!
Secure Your Account with Two-Factor Authentication in MSB Docs
Переглядів 1814 днів тому
Secure Your Account with Two-Factor Authentication in MSB Docs
How to Password Protect Your PDFs in MSB Docs
Переглядів 2314 днів тому
How to Password Protect Your PDFs in MSB Docs
Instant Email Notifications for Smart Form Responses in MSB Docs
Переглядів 3914 днів тому
Instant Email Notifications for Smart Form Responses in MSB Docs
Schedule Your ePak for Future Sending with Ease
Переглядів 4414 днів тому
Schedule Your ePak for Future Sending with Ease
MSB Docs and WhatsApp Integration: Speed Up Document Signatures Effortlessly
Переглядів 6714 днів тому
MSB Docs and WhatsApp Integration: Speed Up Document Signatures Effortlessly
Streamlined Signing: Contracts Only Policy on MSB Docs Mobile App
Переглядів 914 днів тому
Streamlined Signing: Contracts Only Policy on MSB Docs Mobile App
MSB Docs Carbon Footprint Feature | Track Your Environmental Impact
Переглядів 5714 днів тому
MSB Docs Carbon Footprint Feature | Track Your Environmental Impact
MSB Docs 21 CFR Part 11 Signatures | FDA-Compliant eSignatures
Переглядів 1514 днів тому
MSB Docs 21 CFR Part 11 Signatures | FDA-Compliant eSignatures
MSB Docs Login Screen | Easy Access and Support Features
Переглядів 40314 днів тому
MSB Docs Login Screen | Easy Access and Support Features
MSB Docs Dashboard Overview | Manage Documents Efficiently
Переглядів 17414 днів тому
MSB Docs Dashboard Overview | Manage Documents Efficiently
MSB Docs Bulk Sign Feature | Sign Multiple Documents at Once
Переглядів 13314 днів тому
MSB Docs Bulk Sign Feature | Sign Multiple Documents at Once
MSB Docs New User Sign In | Quick Start Guide
Переглядів 22814 днів тому
MSB Docs New User Sign In | Quick Start Guide
How to Sign Documents with 21 CFR Part 11 Compliant Signature Policy | MSB Docs
Переглядів 79Місяць тому
How to Sign Documents with 21 CFR Part 11 Compliant Signature Policy | MSB Docs
How to Sign Documents using Contracts-Only Signature Policy in MSB Docs | Step-by-Step Guide
Переглядів 114Місяць тому
How to Sign Documents using Contracts-Only Signature Policy in MSB Docs | Step-by-Step Guide
Understanding User Roles in MSB Docs: Signer, Submitter, Custodian, and Admin
Переглядів 101Місяць тому
Understanding User Roles in MSB Docs: Signer, Submitter, Custodian, and Admin

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