video1.0<iframe src="https://www.loom.com/embed/a256db2dce324a36b90f0052c03dc999" frameborder="0" width="1464" height="1098" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>10981464Loomhttps://www.loom.com10981464https://cdn.loom.com/sessions/thumbnails/a256db2dce324a36b90f0052c03dc999-bbfe2513e7f5dab5.gif70.399978In this video, I walk you through the process of creating and sending out new policies or forms through our compliance system. You'll learn how to add a name, message, and attach any relevant PDFs, as well as select the recipients and whether a signature is required. Once sent, you can track responses, and signed forms will be marked with a green label. I also show you how to access your profile and view any documents waiting for your signature. Please make sure to follow these steps to ensure everything is processed smoothly.