Account Set-up
Funding, My Settings, Domain Authentication, and more
- Setting Up Your Account To Send Envelopes & Reminders - Step-By-Step Guide
- Can TruCentive let me know when my funds are running low?
- Do I Need To Know How To Code?
- My Settings - Adding Company & Contact Information
- Where do I change my password?
- What is a project?
- What is an envelope?
- Setting up two accounts with the same email address
- Can I personalize my emails to come from anyone at my company's domain?
- What are my payment options?
- Why do I need to fill out a Know Your Customer form?
- Where do I find Role Definitions?
- I have invited someone to my Project and they have not responded.
- What is the difference between the Project Dates & Envelope Expiration Dates?
- What is the difference between the First Email Message and the Landing Page?
- What is the difference in using a Fixed Value and setting a Minimum and Maximum Value when setting up the gift card value?
- How many envelopes am I able to send?
- What do the different amounts mean shown on the Project?
- What is a Gated Delivery?
- What if I decide to cancel?