What is a Training File?
When you are first creating a file, you will see a button on the file options page to make this file a training file. But what is that?
A Training File is a file that is used to help you understand the inner workings of Propersign better without charging you the fees that would normally be associated with a file. That way, you can learn how to tag, creating a signing, upload documents, etc without having to learn this while working on a live file. We recommend creating training files for when you are new to our platform and would like to practice using our site.
To create a training file:
- Toggle the button to Yes, and then click Next. You will still need to select the product category.
- After hitting next, you will then be taken to the Address Information section of the new file. Your file will also be labeled as a Training File in red next to the Edit button.