Account Setup

My Account

• How to Add Additional Email Addresses to Your FreedomSoft Account
• Managing Your User Profile in FreedomSoft
• Email Notifications
• How to Set Up and Customize Your E-Signature

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 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

Coach & Partner Accounts

• FreedomSoft Coach Account Introduction & Getting Started Guide
• How to Manage your Student Accounts
• How to Access and Use the FreedomSoft Affiliate Center
• Email Swipes for Coaches