> For the complete documentation index, see [llms.txt](https://support.pipefile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pipefile.com/readme.md).

# How can we help?

Guides and answers for collecting documents with Pipefile.

{% hint style="info" icon="inbox-in" %}
**Got a request from someone through Pipefile?** You don't need an account.

[Upload documents](/for-your-clients/upload-documents.md) · [Fill and sign a form](/for-your-clients/fill-and-sign-a-form.md) · [Scan with your phone](/for-your-clients/scan-with-your-phone.md) · [Recipient FAQ](/for-your-clients/recipient-faq.md)
{% endhint %}

{% columns %}
{% column %}

### Getting started

* [Send your first request](/getting-started/send-your-first-request.md)
* [AI Assistant](/ai-assistant.md)
* [Plans and features](/getting-started/plans-and-features.md)
* [Free training](/getting-started/free-training.md)
  {% endcolumn %}

{% column %}

### Sending requests

* [Create and send a request](/requests/create-and-send-a-request.md)
* [Build your checklist](/requests/checklists-and-sections.md)
* [Open-ended requests](/requests/open-ended-requests.md)
* [Bulk send](/requests/bulk-send.md)
* [Track and organize requests](/requests/track-and-organize-requests.md)
* [Reports](/team-and-account/reports.md)
* [Expiration, completion and reopening](/requests/expiration-and-reopening.md)
  {% endcolumn %}
  {% endcolumns %}

{% columns %}
{% column %}

### Templates & reminders

* [Create and edit templates](/templates/create-and-edit-templates.md)
* [Send from a template](/templates/send-from-a-template.md)
* [Share, lock, reorder and duplicate templates](/templates/share-lock-reorder-and-duplicate.md)
* [Reminders and notification sequences](/reminders-and-notifications/reminder-sequences.md)
* [SMS reminders](/reminders-and-notifications/sms-reminders.md)
  {% endcolumn %}

{% column %}

### Forms, reviews & exports

* [Fillable forms](/forms-and-esignature/fillable-forms.md)
* [E-signature](/forms-and-esignature/e-signature.md)
* [Understanding reviews](/reviewing-and-exporting/understanding-reviews.md)
* [Download and export to PDF](/reviewing-and-exporting/download-and-pdf-export.md)
* [Cloud storage integrations and auto-export](/reviewing-and-exporting/cloud-storage-and-auto-export.md)
  {% endcolumn %}
  {% endcolumns %}

{% columns %}
{% column %}

### Team & account

* [Team members and admins](/team-and-account/team-members-and-admins.md)
* [Billing, plan changes and canceling](/team-and-account/billing-and-canceling.md)
* [Two-factor authentication and device verification](/team-and-account/two-factor-and-device-verification.md)
* [Branding](/team-and-account/branding.md)
  {% endcolumn %}

{% column %}

### Troubleshooting

* [Login issues](/troubleshooting/login-issues.md)
* [Emails not arriving](/troubleshooting/emails-not-arriving.md)
* [Expired or invalid links](/troubleshooting/expired-links.md)
  {% endcolumn %}
  {% endcolumns %}

**Still stuck?** Email <support@pipefile.com> or [book free training](/getting-started/free-training.md).


---

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