Managing documents and contracts in the CRM is straightforward, with a simple process for sharing these essential business documents. This guide walks you through how to quickly send a link for clients to view, accept, or reject a document or contract.

Accessing and Sharing Documents

Navigate to the Payments section in the left sidebar, hover over the Documents & Contracts tab, and select All Documents & Contracts. Find the document you want to share, click the three-dotted button, and select View from the pop-up menu.

Inside the document, click the Send button in the top right corner. From the drop-down, select Share via link.

Generate a unique link for the document, then copy and share it via email, text, or any other channel you prefer.

NOTE: If you're sharing with multiple recipients, generate individual links for each person. This ensures each recipient gets a unique link, which improves security and keeps things personal.

Documents Management

Once a document is shared, go to the Waiting for Others tab to check the status of documents awaiting your client's signature.

Sharing documents in the CRM is simple and keeps you in full control. You can send documents and contracts via link and track their progress at any time.

Troubleshooting Tips and FAQs

Q: What if a recipient claims they haven't received the link?

  • A: Double-check the link for accuracy and resend if needed. Ask the recipient to check their spam or junk folder too.

Q: Can I revoke access to a document after sharing it?

  • A: You can manage and revoke access to shared documents through the document management settings in the CRM.