My Account
Settings
- How to Edit Your Company Profile in FreedomSoft
- How to Manage Your Subscription & Billing
- How to Add and Manage New Users in Your Account
- How to Delete a User From Your Account (Remove Access & Reassign Leads)
- How to Create and Manage Custom Fields in FreedomSoft
- How to Use Zapier Integration with FreedomSoft
Document Generator and Templates
- How to Generate a Proof of Funds Letter in FreedomSoft
- How to Use Document Templates in FreedomSoft (Upload, Edit & Automate)
- How to Generate and Send Documents
- How to Send and Track Electronic Signatures
- Send a One-Off Document for Electronic Signatures (Upload & Send)
- How to Use and Edit Email Templates