Cards take about a minute to set up. Here's the flow.
The Create a card panel opens (as a side slide-over on desktop, or a bottom sheet on mobile). It has two columns on wider screens: the form on the left and a live preview on the right that updates as you make selections.
[Screenshot: Create a card slide-over with the form on the left and live preview on the right]
- Team member — search your team roster.
- Customer contact — search your customer contact book.
- Someone else — type any name manually (a visiting exec, a partner, etc.).
You'll land on the card detail page. From here you can share the signature link, send it to teammates, and preview the board as signatures come in.