From 6e36a40e3acbbfeea5350ca6b56177b1c4619eba Mon Sep 17 00:00:00 2001 From: Nicolas Fry Date: Sat, 24 Oct 2026 15:10:43 -0400 Subject: [PATCH 1/2] docs(seo): cross-link docs pages to www how-to guides and fix footer privacy link Add a Learn more admonition to 20 docs pages pointing to their www.turbodocx.com/resources how-to counterpart, link the docs home to the free signature maker and the developer guides index, and point the footer Privacy Policy link at /termsofservice/privacy-policy instead of the Terms of Service URL. --- docs/Integrations/ConnectWise-PSA.md | 4 ++++ docs/Integrations/Hubspot.md | 4 ++++ docs/Integrations/TurboSign-for-Salesforce/send-and-sign.md | 4 ++++ docs/Integrations/Wrike/signature-automation.md | 4 ++++ docs/Integrations/Wrike/table-variable.md | 4 ++++ docs/Pipelines/Creating-an-E-Signature-Pipeline.md | 4 ++++ docs/TurboDocx-Templating/Additional-Information.md | 4 ++++ docs/TurboDocx-Templating/How-to-Create-a-Template.md | 4 ++++ docs/TurboDocx-Templating/ai-variable-generation.md | 4 ++++ docs/TurboQuote/Bulk-Importing-from-a-Spreadsheet.md | 4 ++++ docs/TurboQuote/How-to-Configure-Quote-Numbering.md | 4 ++++ docs/TurboSign/Bulk-Signature-Sending.md | 4 ++++ docs/TurboSign/Conditional-Fields.md | 4 ++++ docs/TurboSign/How-to-Configure-Signature-Appearance.md | 4 ++++ docs/TurboSign/Setting-up-TurboSign.md | 4 ++++ docs/TurboSign/Signature-Setups-on-Templates.md | 4 ++++ docs/TurboSign/Webhooks.md | 4 ++++ docs/TurboSign/embedded-signing/set-up-your-organization.md | 4 ++++ docs/TurboSign/identity-verification/index.md | 4 ++++ docs/TurboSign/identity-verification/one-time-passcode.md | 4 ++++ docs/Welcome-to-TurboDocx.md | 2 ++ footerItems.json | 2 +- 22 files changed, 83 insertions(+), 1 deletion(-) 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..f6971426 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 Word or PowerPoint 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 } ], From ab8e2c6e2d5340256255fe34cad37fc3cfea7c1a Mon Sep 17 00:00:00 2001 From: Nicolas Fry Date: Sat, 24 Oct 2026 15:20:24 -0400 Subject: [PATCH 2/2] docs(seo): use neutral anchor text for the signature setup guide link The page says signature setups work for Word, PowerPoint and PDF, so the link text no longer limits it to Word or PowerPoint. --- docs/TurboSign/Signature-Setups-on-Templates.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/TurboSign/Signature-Setups-on-Templates.md b/docs/TurboSign/Signature-Setups-on-Templates.md index f6971426..00ec8dc5 100644 --- a/docs/TurboSign/Signature-Setups-on-Templates.md +++ b/docs/TurboSign/Signature-Setups-on-Templates.md @@ -25,7 +25,7 @@ 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 Word or PowerPoint Template](https://www.turbodocx.com/resources/how-to-save-a-signature-setup-on-a-template) on turbodocx.com. +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