Insight allows you to load documents and enables your members and guests to sign them electronically. The documents you load into Insight can be used for a number of different workflows such as guest sign-up and creating a membership using Sales Guru.
In general, whenever you need to display a specific document in Insight, you first need to upload it by following this process.
This article will explain the process step-by-step process required to load a document to Insight.
Before you begin, be sure you have saved your document in PDF format on your local computer or smart device.
That's it! Your document is now saved to Insight and you can use it for other workflows and processes.