After preparing a document or contract for your client, the next step is to send it out for review and signing. The signature confirms their understanding and acceptance of the terms. With both parties' signed agreement in place, there's a clear mutual commitment and a solid foundation to move forward with the agreed services.

How to Send Documents & Contracts

Once you have verified the document details, click the recipients icon to add the contacts who should sign.

Next, click the save button on the upper right-hand section of the builder, then click the Send button.

If there are any missing fields in the document, you will be prompted to resolve them before proceeding.

Once you have fixed any issues, you will see options to send the document or use a link.

Send Document

The Send Document option lets you pick a sending channel for your document: email, SMS, or both.

To send via SMS, select one of your snippet templates for sending.

To send via add CC contacts, and choose an email template to accompany the document. Email templates can also be customised directly within this window using the available edit option before sending.

Alternatively, you can click the Share via Link option to generate individual links for each recipient.

Once generated, you can copy each link and distribute it to your contacts via SMS or another communication channel.

📌Note: After the links are created, the document will be marked at Sent.

Following these steps, you can send documents and contracts for signing quickly and without fuss. Whether you go via email or share individual links, there are flexible options to suit how you work.