Documents is where your contracts, policies, proposals and templates live. Keep them in folders, share them with a link or into someone's portal, and send them for electronic signature, with the signed copy saved back on the document.
Before you start
How many documents you can store depends on your plan: 5 on Starter, 25 on Standard and unlimited on Professional and Enterprise.
Add documents
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Make some folders
Open Documents in the sidebar and create folders for the way you work, such as Contracts, Policies and Proposals.
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Upload or create
Select Upload to add a PDF or Word file, give it a name and choose its type. Or choose Create blank to write one in the document builder, where AI can help draft and improve your text. You can also start from a template, or import from cloud storage you have connected.
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Decide who can edit it
Leave editing switched on to let anyone with edit permission change the document, or switch it off so only you can.
Share a document
Open the document and choose Share:
- A public link lets anyone with the link view it. Choose when the link expires, from one day to never, and revoke it at any time.
- Share with a person to put the document in a team member's, candidate's or client company's portal.
Send a document for signature
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Add signature fields
Open the document in the editor and place the signature fields where they need to sign. Without them the recipient can read the document but not sign it.
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Choose who signs
Select Send for signature and pick the recipient: a team member, candidate, company, lead or customer. Their email fills in from their record.
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Send it
They receive an email with a secure link to read and sign the document in their browser, with nothing to install.
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Get the signed copy
When they sign, they are emailed the signed PDF with a certificate, you are told, and the signed copy is saved on the document. You can see every request on the document and cancel one that is still waiting.
Send the same contract often? Save it as a template and start each new contract from it, then add the signature fields and send.
For more, see document management.