Create a Quick Action

Use a Quick Action when you need to do one thing — send a document for signature, send a message, or send a Burofax — without setting up a full case or workflow.

1. Go to Quick Actions and start a new one.
2. Choose an action type: Document Sign, Communication, or Burofax. Each shows how many credits it will use.
3. Add or select at least one participant.
4. Fill in the details for that action type:
   • Document Sign: upload the PDF and place signature areas (see Send a document for signing).
   • Communication: write your message, optionally starting from a template, and attach files if needed.
   • Burofax: upload the PDF to send as a certified postal notice (max 10MB). The same document goes to every participant you selected.
5. Submit. Accordia checks your organization has enough credits, then creates and immediately runs the action.

If you don’t have enough credits for the action, you’ll see an error and the Quick Action won’t be created — check your organization’s Credit Management page.