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Knowledge Base

Knowledge Base

Everything you need to know about CloseRelay. Browse chapters or search for a specific topic.

Getting Started

4 articles

  • Welcome & Overview
  • Creating Your Account
  • Navigating the Dashboard
  • Creating Your First Relay

Relay Management

5 articles

  • Creating a Relay
  • Relay Statuses Explained
  • Managing Relay Details
  • Closing Progress Tracking
  • Tags & Organization

Documents

4 articles

  • Uploading Documents
  • Organizing with Folders
  • Sharing Documents
  • Document Statuses

E-Signatures

5 articles

  • Placing Signature Fields
  • Field Types Explained
  • Sending for Signature
  • Signing a Document
  • Audit Trails & Certificates

CRM

5 articles

  • CRM Overview
  • Managing CRM Contacts
  • Pipeline & Deals
  • Properties
  • CRM Tasks

Templates

3 articles

  • Document Templates
  • Task List Templates
  • Template Groups & Folders

Tasks

3 articles

  • Relay Task Lists
  • Master Tasks Page
  • Task Management Tips

Team Management

5 articles

  • Creating a Team
  • Inviting Team Members
  • Roles & Permissions
  • Team Logo & Branding
  • Multi-Team Membership

Contacts & People

3 articles

  • Adding People to Relays
  • Contact Roles Explained
  • Managing Your Contacts

Settings & Security

4 articles

  • Profile Settings
  • Notification Preferences
  • Two-Factor Authentication (2FA)
  • Password & Security

Account & Billing

3 articles

  • Subscription Plans & Pricing
  • Managing Your Billing
  • Fair Use Policy & Limits
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