Tutorials

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.

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Essentials

Chapter 1 - Basic functions and features

Become familiar with the essential concepts and features of the platform.

8 videos
12 minutes watch time

Basic Functions

3 Videos

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. 

3 videos
8 minutes watch time

More coming soon

Basic Functions

3 Videos

Permissions

Chapter 3 - Permissions

More advanced topics include permissions concept, assigning permissions, examples for sales, account management, purchasing, billing, finance.

Coming soon

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. 

Coming soon

Expirations, Amendments

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. 

Coming soon

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.

Coming soon