Workspace setup
Start by setting company identity, user access, email sending, payment settings, and portal appearance.
- Invite users and assign access intentionally.
- Connect billing and email settings before sending client-facing artifacts.
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Documentation
Search by task or module, then jump directly to the matching guidance. OnloSign is document signing; Zapling is the supervised workspace assistant.
7 matching topics
Start by setting company identity, user access, email sending, payment settings, and portal appearance.
Create client records, draft quote details, send quote links, and track the commercial response.
OnloSign is the document-signing workflow for preparing agreements, managing signers, and retaining evidence.
Use projects, tasks, issues, schedules, milestones, time tracking, and team workload views.
Create invoices, send payment links, monitor status, and keep revenue tied to the client record.
Give clients access to eligible quotes, invoices, projects, files, documents, and messages.
Zapling is the workspace assistant for summarising context, drafting replies, and recommending next actions.
Next step
The workflow page explains the lead-to-paid lifecycle, while support can help with account-specific setup questions.