diff --git a/docs/Integrations/ConnectWise-PSA.md b/docs/Integrations/ConnectWise-PSA.md index d465452c..7671255f 100644 --- a/docs/Integrations/ConnectWise-PSA.md +++ b/docs/Integrations/ConnectWise-PSA.md @@ -38,6 +38,10 @@ keywords: TurboDocx integrates directly with your ConnectWise PSA environment to eliminate manual copy-paste and transform your real data into documents, proposals, and presentations. Pull in data from companies, tickets, configurations, and more — and generate polished deliverables instantly. +:::info Learn more +Looking for a shorter overview? Read [How to Connect ConnectWise PSA to TurboDocx](https://www.turbodocx.com/resources/how-to-connect-connectwise-psa-to-turbodocx) on turbodocx.com. +::: + ## What You Can Create * **📄 Statements of Work (SOWs)**: Pull in configurations, timelines, and tasks from project boards diff --git a/docs/Integrations/Hubspot.md b/docs/Integrations/Hubspot.md index 9ffb7c7a..9b8a1b41 100644 --- a/docs/Integrations/Hubspot.md +++ b/docs/Integrations/Hubspot.md @@ -29,6 +29,10 @@ keywords: Say goodbye to copy-pasting customer information! TurboDocx's HubSpot integration automatically pulls your real CRM data to create personalized documents, proposals, and presentations. No more "John Doe" placeholder text — use actual customer names, deals, and details. +:::info Learn more +Looking for a shorter overview? Read [How to Connect HubSpot to TurboDocx with a Private App](https://www.turbodocx.com/resources/how-to-connect-hubspot-to-turbodocx) on turbodocx.com. +::: + ## What You Can Create - **📊 Client Proposals**: Use real deal data to create compelling, personalized proposals diff --git a/docs/Integrations/TurboSign-for-Salesforce/send-and-sign.md b/docs/Integrations/TurboSign-for-Salesforce/send-and-sign.md index 01e6e2fa..d1e86d30 100644 --- a/docs/Integrations/TurboSign-for-Salesforce/send-and-sign.md +++ b/docs/Integrations/TurboSign-for-Salesforce/send-and-sign.md @@ -15,6 +15,10 @@ keywords: This guide shows a rep how to send a document from an Opportunity, what each signer sees, and where the signed copy ends up. Your admin must finish [Set up TurboSign for Salesforce](/docs/Integrations/turbosign-for-salesforce/setup) first. +:::info Learn more +Looking for a shorter overview? Read [How to Send a Document for Signature from a Salesforce Opportunity](https://www.turbodocx.com/resources/how-to-send-a-document-for-signature-from-salesforce) on turbodocx.com. +::: + ## Step 1: Start the send 1. Open the Opportunity. diff --git a/docs/Integrations/Wrike/signature-automation.md b/docs/Integrations/Wrike/signature-automation.md index e8913960..1756592b 100644 --- a/docs/Integrations/Wrike/signature-automation.md +++ b/docs/Integrations/Wrike/signature-automation.md @@ -142,6 +142,10 @@ Signature requests don't always go out right the first time. A signer misses the All three are optional and sit below **Map Document Fields** in the signature step. Pick statuses your team doesn't already use to send for signature. +:::info Learn more +Looking for a shorter overview? Read [How to Send Reminders and Void Signature Requests from Wrike](https://www.turbodocx.com/resources/how-to-remind-and-void-signature-requests-from-wrike) on turbodocx.com. +::: + ### Send a reminder In **Send a reminder when the task moves to**, pick the Wrike status your team uses to nudge signers. diff --git a/docs/Integrations/Wrike/table-variable.md b/docs/Integrations/Wrike/table-variable.md index 227bcfd8..0c7dff7c 100644 --- a/docs/Integrations/Wrike/table-variable.md +++ b/docs/Integrations/Wrike/table-variable.md @@ -19,6 +19,10 @@ A **Wrike Table** variable turns a single template variable into a table. When t This is different from [Static Field Mapping](./field-mapping.md), which maps one Wrike field to one variable. A Wrike Table maps one variable to many rows. +:::info Learn more +Looking for a shorter overview? Read [How to Build a Table in a Document from Wrike Sub-items](https://www.turbodocx.com/resources/how-to-build-a-table-from-wrike-sub-items) on turbodocx.com. +::: + ## Prerequisites - A template uploaded to TurboDocx with at least one variable that is on its own line (a rich-text variable, so the generated table has room to render) diff --git a/docs/Pipelines/Creating-an-E-Signature-Pipeline.md b/docs/Pipelines/Creating-an-E-Signature-Pipeline.md index fe3503d4..af5db7f4 100644 --- a/docs/Pipelines/Creating-an-E-Signature-Pipeline.md +++ b/docs/Pipelines/Creating-an-E-Signature-Pipeline.md @@ -21,6 +21,10 @@ keywords: This guide walks you through the pipeline wizard one step at a time. By the end, you'll have a hands-free automation that picks up PDFs from a folder, signs them, and files the results. +:::info Learn more +Looking for a shorter overview? Read [How to Set Up a SharePoint Signature Pipeline](https://www.turbodocx.com/resources/how-to-set-up-a-sharepoint-signature-pipeline) on turbodocx.com. +::: + The wizard has five steps, shown in the progress rail on the left: **Sample**, **Source**, **Extract & Route**, **Sign**, and **Deliver**. This guide follows them in that order. As you work, the **If this ran now** panel on the right previews what the pipeline would produce for your sample: the fields it extracted, where the document would land, and its final file name. Any warnings there (for example, "add a routing rule or a fallback folder") are guidance for finishing setup, not errors. diff --git a/docs/TurboDocx-Templating/Additional-Information.md b/docs/TurboDocx-Templating/Additional-Information.md index 04fad6fd..7d2cc7fe 100644 --- a/docs/TurboDocx-Templating/Additional-Information.md +++ b/docs/TurboDocx-Templating/Additional-Information.md @@ -53,6 +53,10 @@ To select something from your Knowledgebase, click Lookup.
#### Image +:::info Learn more +Looking for a shorter overview? Read [How to Add Images to a Generated Document with an Image Variable](https://www.turbodocx.com/resources/how-to-add-images-with-an-image-variable) on turbodocx.com. +::: + For images, click Image.
A pop up will come up where you can click on it to open your file browser and choose an image. diff --git a/docs/TurboDocx-Templating/How-to-Create-a-Template.md b/docs/TurboDocx-Templating/How-to-Create-a-Template.md index 367e1c82..2c44d1c5 100644 --- a/docs/TurboDocx-Templating/How-to-Create-a-Template.md +++ b/docs/TurboDocx-Templating/How-to-Create-a-Template.md @@ -14,6 +14,10 @@ keywords: Congratulations on starting your first template. In this guide, we will show you how to create your first template and how to upload it to your TurboDocx account. +:::info Learn more +Looking for a shorter overview? Read [How to Create a DOCX Template with Variables](https://www.turbodocx.com/resources/how-to-create-a-docx-template-with-variables) on turbodocx.com. +::: + ## Video Tutorial
diff --git a/docs/TurboDocx-Templating/ai-variable-generation.md b/docs/TurboDocx-Templating/ai-variable-generation.md index 6af742c3..17b89f18 100644 --- a/docs/TurboDocx-Templating/ai-variable-generation.md +++ b/docs/TurboDocx-Templating/ai-variable-generation.md @@ -31,6 +31,10 @@ import ScriptLoader from '@site/src/components/ScriptLoader'; Transform your document workflows with intelligent, context-aware variable generation. This API leverages advanced AI to automatically create rich, relevant content for your template variables by analyzing uploaded files, understanding context, and generating human-quality text based on your specific prompts. +:::info Learn more +Looking for a shorter overview? Read [How to Use AI Variables in a Document Template](https://www.turbodocx.com/resources/how-to-use-ai-variables-in-a-template) on turbodocx.com. +::: + ## Overview diff --git a/docs/TurboQuote/Bulk-Importing-from-a-Spreadsheet.md b/docs/TurboQuote/Bulk-Importing-from-a-Spreadsheet.md index cde1ad7e..f201a42d 100644 --- a/docs/TurboQuote/Bulk-Importing-from-a-Spreadsheet.md +++ b/docs/TurboQuote/Bulk-Importing-from-a-Spreadsheet.md @@ -33,6 +33,10 @@ By the end of this guide, you will have: Already have your data in a spreadsheet? You can be importing in under a minute. Start by downloading the template so your columns line up automatically. 🚀 ::: +:::info Learn more +Looking for a shorter overview? Read [How to Import Quote Products from a Spreadsheet](https://www.turbodocx.com/resources/how-to-import-products-into-turboquote) on turbodocx.com. +::: + ## How Records Link Together Related records connect using the names and codes you already use, so you can build your spreadsheet straight from data you already have: diff --git a/docs/TurboQuote/How-to-Configure-Quote-Numbering.md b/docs/TurboQuote/How-to-Configure-Quote-Numbering.md index 07475301..cba4bfb8 100644 --- a/docs/TurboQuote/How-to-Configure-Quote-Numbering.md +++ b/docs/TurboQuote/How-to-Configure-Quote-Numbering.md @@ -16,6 +16,10 @@ keywords: This guide walks you through setting up a custom quote number for your organization. You choose the format (prefix, year, month, and how many digits), pick the starting number, and decide when the count resets. A live preview shows the exact number your next quote will receive. +:::info Learn more +Looking for a shorter overview? Read [How to Set Up a Custom Quote Number Format](https://www.turbodocx.com/resources/how-to-configure-quote-numbering) on turbodocx.com. +::: + ## What You'll Accomplish By the end of this guide, you will have: diff --git a/docs/TurboSign/Bulk-Signature-Sending.md b/docs/TurboSign/Bulk-Signature-Sending.md index 305eab8d..4eefa57b 100644 --- a/docs/TurboSign/Bulk-Signature-Sending.md +++ b/docs/TurboSign/Bulk-Signature-Sending.md @@ -39,6 +39,10 @@ keywords: Need to send the same document to dozens — or hundreds — of recipients, each with their own personalized details and signature fields? The **Bulk Send** wizard lets you do exactly that, right from the TurboDocx UI. Upload a spreadsheet, map your columns, preview the results, and submit the entire batch in minutes. +:::info Learn more +Looking for a shorter overview? Read [Send Documents to Hundreds of Recipients at Once](https://www.turbodocx.com/resources/bulk-signature-sending-guide) on turbodocx.com. +::: + ## What You'll Learn - 📊 **Upload a spreadsheet** (CSV or XLSX) with recipient data diff --git a/docs/TurboSign/Conditional-Fields.md b/docs/TurboSign/Conditional-Fields.md index 9585de4a..50184972 100644 --- a/docs/TurboSign/Conditional-Fields.md +++ b/docs/TurboSign/Conditional-Fields.md @@ -22,6 +22,10 @@ Conditional fields let a document react to what the signer does. A **controlling decides whether one or more **dependent fields** are shown or unlocked, so signers only fill in the fields that actually apply to them. +:::info Learn more +Looking for a shorter overview? Read [How to Add Conditional (IF/THEN) Fields to a Document for Signature](https://www.turbodocx.com/resources/how-to-add-conditional-fields-to-a-signature-document) on turbodocx.com. +::: + A classic example: a reviewer ticks **"Request changes"**, and only then does a text box appear asking them to explain what to change. If they leave the box unticked, the text box never gets in the way. diff --git a/docs/TurboSign/How-to-Configure-Signature-Appearance.md b/docs/TurboSign/How-to-Configure-Signature-Appearance.md index 53e9de13..9472dbfe 100644 --- a/docs/TurboSign/How-to-Configure-Signature-Appearance.md +++ b/docs/TurboSign/How-to-Configure-Signature-Appearance.md @@ -30,6 +30,10 @@ This guide shows you how to find and change the **Signature Appearance** and **L All three are **on** by default, so your documents look the same until you change them. These settings apply to every new signature request in your organization. ::: +:::info Learn more +Looking for a shorter overview? Read [How to Customize How Signatures Look on Signed PDFs](https://www.turbodocx.com/resources/how-to-customize-signature-appearance) on turbodocx.com. +::: + ## Step 1: Open the account menu In the left sidebar, click your **account avatar** at the bottom. diff --git a/docs/TurboSign/Setting-up-TurboSign.md b/docs/TurboSign/Setting-up-TurboSign.md index 6ca41ad6..4ef4efe9 100644 --- a/docs/TurboSign/Setting-up-TurboSign.md +++ b/docs/TurboSign/Setting-up-TurboSign.md @@ -191,6 +191,10 @@ For each recipient, you'll need: **Drag to change the signing order** if it matters for your document. The signing order determines who gets the document first. +:::info Learn more +Looking for a shorter overview? Read [How to Set the Signing Order When a Document Has Several Signers](https://www.turbodocx.com/resources/how-to-set-signing-order) on turbodocx.com. +::: + **When order matters:** - Legal documents that require witness signatures - Contracts where one party must sign before the other diff --git a/docs/TurboSign/Signature-Setups-on-Templates.md b/docs/TurboSign/Signature-Setups-on-Templates.md index 5b7923be..00ec8dc5 100644 --- a/docs/TurboSign/Signature-Setups-on-Templates.md +++ b/docs/TurboSign/Signature-Setups-on-Templates.md @@ -24,6 +24,10 @@ and every new send from the template starts with everything already in place. This works for **Word**, **PowerPoint** and **PDF** templates. +:::info Learn more +Looking for a shorter overview? Read [How to Save a Signature Setup on a Template](https://www.turbodocx.com/resources/how-to-save-a-signature-setup-on-a-template) on turbodocx.com. +::: + ## What a signature setup includes | Saved | Details | diff --git a/docs/TurboSign/Webhooks.md b/docs/TurboSign/Webhooks.md index c99d9710..a6a93efc 100644 --- a/docs/TurboSign/Webhooks.md +++ b/docs/TurboSign/Webhooks.md @@ -43,6 +43,10 @@ Webhooks enable your application to receive real-time notifications when importa TurboSign webhooks provide a robust and secure way to integrate document signature events into your existing workflows. When configured, webhooks will automatically send HTTP POST requests to your specified URLs whenever subscribed events occur. +:::info Learn more +Looking for a shorter overview? Read [How to Set Up E-Signature Webhooks in TurboSign](https://www.turbodocx.com/resources/how-to-set-up-e-signature-webhooks) on turbodocx.com. +::: + ### Key Features - **Real-time Notifications**: Receive instant updates when documents are signed or voided diff --git a/docs/TurboSign/embedded-signing/set-up-your-organization.md b/docs/TurboSign/embedded-signing/set-up-your-organization.md index 309ab97a..aa40b04d 100644 --- a/docs/TurboSign/embedded-signing/set-up-your-organization.md +++ b/docs/TurboSign/embedded-signing/set-up-your-organization.md @@ -20,6 +20,10 @@ Embedded signing lets your application take a signer straight to a TurboSign sig You need an **admin** account for your organization. +:::info Learn more +Looking for a shorter overview? Read [How to Enable Embedded Signing and Allow Your Domain](https://www.turbodocx.com/resources/how-to-enable-embedded-signing) on turbodocx.com. +::: + ## Step 1: Open your E-Signature settings Click your name at the bottom of the left sidebar and choose **Settings**. In the settings menu, click **Features and integrations**. Under **Core Features**, find the **Signatures** card and click **Configure E-Signature**. diff --git a/docs/TurboSign/identity-verification/index.md b/docs/TurboSign/identity-verification/index.md index 65c8324b..2a5c1144 100644 --- a/docs/TurboSign/identity-verification/index.md +++ b/docs/TurboSign/identity-verification/index.md @@ -22,6 +22,10 @@ import QuickstartSkillNudge from '@site/src/components/QuickstartSkillNudge'; Identity verification makes a signer prove who they are before the document opens. You set it per recipient, and an admin can set a default for the whole organization. +:::info Learn more +Looking for a shorter overview? Read [How to Choose a Verification Method for Each Signer](https://www.turbodocx.com/resources/how-to-choose-a-verification-method-for-each-signer) on turbodocx.com. +::: + **At a glance:** - **Three ways to verify:** a one-time passcode by email or SMS, external identity verification from your own provider, or the sender override (testing only, no verification). diff --git a/docs/TurboSign/identity-verification/one-time-passcode.md b/docs/TurboSign/identity-verification/one-time-passcode.md index cd5613b2..b7ff2770 100644 --- a/docs/TurboSign/identity-verification/one-time-passcode.md +++ b/docs/TurboSign/identity-verification/one-time-passcode.md @@ -22,6 +22,10 @@ A one-time passcode (OTP) verifies a signer's identity before they can open your This guide is for admins. It covers requiring a passcode, choosing email or SMS, connecting an SMS provider, setting up delivery-failure alerts, and what the signer sees. +:::info Learn more +Looking for a shorter overview? Read [How to Set Up One-Time Passcodes for Signers](https://www.turbodocx.com/resources/how-to-set-up-one-time-passcodes-for-signers) on turbodocx.com. +::: + :::tip Using passcodes with embedded signing? Requesting a passcode from your code, SMS in each SDK, and verifying only your embedded signers are covered in [Passcodes in embedded signing](../embedded-signing/passcodes.md). ::: diff --git a/docs/Welcome-to-TurboDocx.md b/docs/Welcome-to-TurboDocx.md index 7893144f..e75646b4 100644 --- a/docs/Welcome-to-TurboDocx.md +++ b/docs/Welcome-to-TurboDocx.md @@ -43,6 +43,7 @@ TurboSign sends documents for e-signature, tracks who has signed, and keeps the - [Setting up TurboSign](./TurboSign/Setting-up-TurboSign.md): send your first document for signature. - [Managing Your Signatures](./TurboSign/Managing-Your-Signatures.md): resend, remind, void, and download signed documents. - [API Signatures](./TurboSign/API-Signatures.md): send and track signature requests from your own code. +- [Free signature maker](https://www.turbodocx.com/tools/digital-signature-maker): if you only need a signature image, draw or type one in your browser for free, with no sign-up. ## Build and send quotes @@ -57,6 +58,7 @@ Every TurboDocx product is also a REST API. Official SDKs cover JavaScript/TypeS - [SDKs Overview](./SDKs/index.md): pick your language, install the client library, and find your API key. - [Deliverable API](./API/Deliverable-API.md): the document-generation endpoints behind the Deliverable SDKs. +- [Developer guides](https://www.turbodocx.com/guides): step-by-step tutorials for adding e-signatures to your app in your language, including React and AI coding assistants. ## Connect your other tools diff --git a/footerItems.json b/footerItems.json index 9f2c043d..99feddbe 100644 --- a/footerItems.json +++ b/footerItems.json @@ -55,7 +55,7 @@ }, { "label": "Privacy Policy", - "to": "https://www.turbodocx.com/termsofservice", + "to": "https://www.turbodocx.com/termsofservice/privacy-policy", "prependBaseUrlToHref": false } ],