Short, screenshot-first guides for every workflow on the platform — from your first sign-in to feature flags. Pick a task below and follow the steps.
Access ThorDocs with your TMM Cognito credentials and understand what your role lets you do.
Read the guide →Find your way around templates, submissions, search, and the create and upload actions.
Read the guide →Group related templates into folders and keep the dashboard tidy as your library grows.
Read the guide →Retire outdated templates without deleting their history, and bring them back when needed.
Read the guide →Start a reusable document template from an uploaded file or from a blank page.
Read the guide →Drag signature, text, date, and choice fields onto your document and assign them to parties.
Read the guide →Copy an existing template — fields and all — as the starting point for a variant.
Read the guide →Email a signature request to one or many recipients, with an optional signed-copy list.
Read the guide →Publish one reusable link or QR code that anyone can use to fill and sign a template.
Read the guide →Watch submission status from the dashboard and configure automatic email reminders.
Read the guide →Re-issue an existing submission to the same recipients in one step.
Read the guide →What your recipients see — opening the link, filling fields, signing, and downloading.
Read the guide →Ask questions about the document you are editing, with private AI on TMM infrastructure.
Read the guide →Produce a formatted PDF of the current document in another language.
Read the guide →Scan the document for spelling, punctuation, and spacing problems before it goes out.
Read the guide →Let signers propose text changes that route through a fixed approval quorum.
Read the guide →Company identity, time zone, language, and account-wide signing preferences.
Read the guide →Invite users, assign viewer, editor or admin roles, and archive departed accounts.
Read the guide →Filter and export the complete record of significant actions in your account.
Read the guide →How ThorDocs authentication works and which security controls admins can turn on.
Read the guide →Authenticate API calls with your token and push signing events to your systems.
Read the guide →Enable or disable markup, the editor, legal chat, and translation per account.
Read the guide →Restrict who inside the account can see or modify a sensitive template.
Read the guide →Sign in with your Trinity Medical Management account and start with any guide above.
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