Document FAQ/KB

How to send a document?
Once completed, you can directly send the document to the intended recipient by clicking on the send email button on the top right of your editor.  ...
Mon, 2 Mar, 2020 at 2:55 AM
How to add input fields into your document?
Input fields allow you to add fields that can be filled by you or your customer at the time of signing, these fields can be used for anything from adding th...
Sat, 27 May, 2023 at 3:00 PM
How to set up payments in a document?
Steps to add the payments in a document- Click on the “Payments” option and enable the toggle “Payment Gateway” Note:  You need to first set ...
Mon, 12 Feb, 2024 at 12:46 PM
How to enable 'Use Revenue/Cost of Documents' by default?
While creating an opportunity, you may want the cost and revenue figures generated from the linked document to populate the revenue fields and margin. In or...
Thu, 18 Jan, 2024 at 6:56 PM
How to Sign a Document: A Step-by-Step Guide
Once the document is sent to the recipients, they will need to sign it following these simple steps. This guide explains how to sign the document, fill in a...
Mon, 23 Dec, 2024 at 8:52 PM