Learn how eSign can help to increase sales and productivity.
All materials and videos are to guide you in learning how to use CARLAVIA. Users can progress from simple eSigning scenarios to more advanced comprehensive solutions for the entire firm or agency. As your business grows you benefit more and more.
Chapter 1 - Basic functions and features
Become familiar with the essential concepts and features of the platform.
12 minutes watch time
Template builder, Templates library
Chapter 2 - Working with templates
Learn how to create your own templates either by copying existing ones or entirely from scratch. Assign templates into groups, create favorites.
8 minutes watch time
More coming soon
Chapter 3 - Permissions
More advanced topics include permissions concept, assigning permissions, examples for sales, account management, purchasing, billing, finance.
Invoices, Receipts, Expenses
Chapter 4 - Uploading external invoices and receipts
The platform allows for all invoices, contracts and other commercial documents to be uploaded so that all documents whether eSigned through Carlavia or not can be managed and subsequently have a holistic view. This feature includes the below function of capturing expenses and receipts using your mobile devices.
Chapter 5 - Managing validity, expiration, creating amendments
Many contracts, warranties, certificates, or other documents have expirations and validity and therefore it is important to keep this up to date. Then users have a single place to manage all this information and avoid missing the deadlines for extensions or appropriate action.
Payments balances, Accounting
Chapter 6 - Tracking payments and balances, Accounting allocations
Track all payments made against your contracts and or invoices. That way you will always know how much is outstanding and what requires attention and ultimately you will collect your revenue faster.