Eturnity

Learn how to use the document section in Eturnity Expert to generate PDFs, preview documents, and manage various document types.

Document Section in Eturnity Expert

Learn how to customize PDF documents in Eturnity to match your branding, covering standard and advanced adaptations plus best practices.

PDF Adaptations

Guide to configuring PDF documents in Eturnity: branding with your logo and colours, custom pages and document templates.

PDF Configurations

Use the Online offer feature in Eturnity Expert to share your offer via a public link, see when it is viewed, and let customers confirm it.

Online Offers: Share, Track and Manage Offers via a Public Link

Document Management & Proposals

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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