How to use Documents & Contracts?

1. Creating a Document

• 1. Navigate to Payments > Documents & Contracts.
• 2. Click 'New' to start a new document.
• 3. Use the drag-and-drop builder to add text, images, and signature fields.
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2. Sending a Document

• 1. Add a recipient contact from your CRM.
• 2. Click Send.
• 3. The recipient will receive an email with a secure link to view and sign the document.
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3. Tracking Status

• You can view the status of all your documents (Draft, Sent, Viewed, Completed) directly in the dashboard.
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Search Tags

• Tags: documents, contracts, proposals, signatures, agreements, payments