Help Guide | Assembly

Assembly Guide

Learn how to get started with Assembly.

Most popular

Learn about Assembly’s most essential features.

• Key concepts
  Get familiar with key terms and concepts
• Customization and setup
  Customize your setup to get the most out of Assembly
• Intro to apps
  Learn about the types of apps you can set up
• Bulk Import
  Import many clients or companies in one step
• Custom domains
  White-label your portal with a custom domain and send out branded client email notifications with a custom email domain
• Recommended workflows
  Most popular automations

App guides

Learn how to configure the most popular apps.

• Messages App
  The Messages App lets you and your clients securely and seamlessly communicate.
• Payments App
  The Payments App helps you manage client billing, invoicing, services, store, and payment links.
• Contracts App
  Prepare, sign, send, and manage all your eSignature contracts in one place.
• Airtable Embed
  Connect the Airtable Embed
• Calendly Embed
  Connect the Calendly Embed
• Google Sheets Embed
  Connect the Google Sheets Embed