Video tutorials

Choose the task you want to complete. Each link opens an article with a video walkthrough or a relevant excerpt. The written instructions remain complete if you prefer not to watch.

The tutorials below are in English. Excerpt times refer to positions in the original video. Where no English tutorial is available, we link to the written guide.

Set up your account

• Set up your internal party · English · 0:05–0:26

  Create your company party before preparing documents.

Create templates and documents

No matching English video is available in this collection yet. Use these written guides:

• Create and publish a template
• Import from Word and export to Word or PDF
• Dynamic fields: types, visibility, mandatory fields
• Conditions: show or hide content

Send and sign

• Prepare and send a document for signature · English · 2:40

  Follow the sender's workflow from document preparation to signing.

• Sign a document you received · English · 0:00–1:21 excerpt

  Review and sign without creating a fynk account; simple-signature example.

Review and approve

• Review contracts with Playbooks · English · 0:25–1:38 excerpts

  Create a playbook and write rules with severity levels and optimized prompts.

• Internal approvals with checkpoints · English · 3:32

  Set up approval gates, review documents and use checkpoints for uploaded PDFs.

Organize contracts and tasks

No matching English video is available in this collection yet. Use these written guides:

• Use the document list: filters, columns, saved views
• Tasks: assign and automate follow-ups

Connect your tools

• HubSpot: card, template and document · English · 0:18 excerpt + 1:45 + 2:22

  Add the fynk card, map CRM data and create documents.

• NDA request form with Zapier · English · 0:54–1:48

  See a configured workflow using an external form.

• Pipedrive workflow example · English · 0:23–1:25

  Create a document in a configured sales and legal workflow.

• Salesforce workflow example · English · 0:24–1:35

  Create a document in a configured sales and legal workflow.