Our onboarding videos guide you step by step through the most important features of fynk. From managing your first documents to configuring advanced settings, you'll learn everything you need for a successful start.
📥 Getting started with fynk
In this video, you'll learn how to upload your first document, have it automatically analyzed, and access key information within seconds.
What you'll learn
Uploading and managing documents
AI-powered document analysis
Understanding and using metadata
Working with the document list
Searching and filtering documents
Keeping track of deadlines and important dates
💡 After this video, you'll understand the core concepts of fynk and be ready for the next step: creating your first template.
🪄 Working smarter with templates
In this video, we show you how to create smart templates from existing contracts and generate recurring documents in just a few seconds.
What you'll learn
Creating templates from Word documents
Using dynamic fields
Defining parties and signers
Applying conditions for variable contract content
Publishing and testing templates
Automatically generating documents
Templates help you save time, reduce errors, and ensure that your documents remain consistent and up to date.
💡 After this video, you'll be able to create your first template and lay the foundation for automated document workflows.
📑 Collaborate & sign documents
In this video, you'll learn how to collaborate on documents with your team, manage feedback efficiently, and send contracts for signature.
What you'll learn
Creating documents from templates
Completing document data and party information
Inviting team members to collaborate
Using comments, discussions, and suggested changes
Separating internal and external communication
Starting signature workflows
Tracking document status and pending signatures
Collecting legally binding electronic signatures
With fynk, you can work on documents in one central location, avoid version confusion, and maintain full visibility over comments, approvals, and signatures.
💡 After this video, you'll be able to collaborate on documents with your team, streamline review processes, and send contracts for signature with confidence.
👥 Set up your workspace
In this video, we show you how to configure fynk for your team. A well-structured setup makes collaboration easier, ensures clear access permissions, and helps you stay on top of important deadlines.
What you'll learn
Inviting users to your account
Managing roles and permissions
Organizing teams and access rights
Creating internal parties
Setting up document types
Structuring documents with metadata
Creating custom metadata fields
Configuring notifications and reminders
Automating recurring tasks
These settings provide the foundation for efficient collaboration and scalable contract management.
💡 After this video, your fynk account will be fully set up for day-to-day teamwork.
⚙️ Advanced settings in fynk
In this video, you'll explore fynk's advanced configuration options. You'll learn how to customize your account, automate processes, and unlock the platform's full potential.
What you'll learn
Managing general account settings
Using tags for better organization and searchability
Customizing branding and corporate design
Using playbooks for automated contract review
Configuring headers and footers for different document types
Exporting documents and metadata
Standardizing document workflows
Using integrations with HubSpot, Slack, Zapier, and other tools
Creating automations with webhooks
These features allow you to tailor fynk to your organization's needs and automate many manual processes.
💡 After this video, you'll understand the most important configuration options and be ready to use fynk efficiently for the long term.
💁♀️ Our expert Support Team is on standby. Engage with us via our chat feature or reach out at [email protected] for any assistance 🚀.