Getting Started with Docdown

Docdown offers an easy creation process and an automated workflow to create professional, brand-consistent PDF files that your clients can fill directly into SmartVault.

To get started with Docdown:

  1. Set up your account and integrate it with SmartVault 
  2. Get to know the Docdown platform 

Start your Journey with Docdown

Take the following steps and learn more about Docdown, create your first fillable PDF, and create and trigger a workflow to send documents to SmartVault.

 

 

 

Docdown Overview

Create your First Fillable PDF

Manage your Documents

Create a Workflow to Send Docs to SmartVault
Was this article helpful?
0 out of 0 found this helpful
...