21 articles available
Preventing contacts from moving forward, until the step they are in is approved In some cases, you might want to review a user’s answers or documents before...
Ask for contract signatures, directly in Superdocu With the Superdocu <> DocuSign integration, you can now ask for a signature inside a workflow, if y...
If you have issues with your usage of Superdocu, please read this article and follow the steps explained below. 1. I am getting “Unprocessable entity” when ...
Here is a comprehensive list of all accepted formats on Superdocu for files: File format Type Extensions im...
What is an active request on Superdocu? Depending on your plan, you will have limits for the number of active requests you can have during a specific month....
You might want to push personalization a step further and send Superdocu emails from your own mail server! Luckily, you can add a custom SMTP from your sett...
Hey there, So, you’re new on Superdocu, and don’t know where to start yet? Here is what you need to know in order to get set-up as fast as possible: 1. Cu...
You’re done and created your first workflow! It’s now time to invite contacts to send their information. And to be honest, it’s quite easy. Just head to yo...
Usually, when you’re getting an employee or a customer on board, there are a few items in their to-do, that they should complete to be fully onboarded. A c...
Our form builder module allows you to create custom forms for each of your workflows. You can add as many forms as you’d like inside a workflow, and create f...
Now you’ve created a workflow and started inviting your first contacts, you might want to see the advancement of each contact in the workflow. We’ve made it...
You’ve signed up to Superdocu and you’re now ready to roll! But before you even start thinking about inviting your contacts to send their info and documents...
Did you know you could connect Superdocu to thousands of other apps using Zapier? What is Zapier? Zapier is a powerful, easy-to-use workflow builder that w...
You might want to use your own domain instead of a Superdocu subdomain to onboard your contacts, eg. using https://onboarding.yourcompany.com instead of http...
What can I customize on Superdocu? On Superdocu, you can customize the portal that will be seen by your contacts with your brand look & feel. Your c...
How do notifications and follow-ups work? Superdocu helps you free some time: avoid sending e-mails to request documents manually and let us do the magic. ...
To regorganize the list of documents you requested, edit your document template, click on the document you would like to move and drag it to the new position...
Superdocu does its best to keep your data safe: Documents sent to Superdocu are encrypted Information sent to Superdocu is also encrypted Our servers...
What is Superdocu? Superdocu is a secure service helping companies collect documents and information from third-parties, and avoid long e-mail threads! Who...
Superdocu is a secure service helping companies and institutions collect documents and information, and helps you avoid long e-mail threads! If you would li...
Each Superdocu plan comes with its own storage limits. Depending on your plan, you get the following limits: Plan Storage limit ...