Go to the Payments tab, then select Documents & Contracts, and click on Templates.
β
Click Add New, then choose the method you would like to use to create the document.
Follow the steps to create your document. (Watch the video for a detailed walkthrough on how to create the document using the available options and how to assign signature fields to each signer contact.)
β
Once all the required fields and signatures are assigned, save the document.
β
You can then share the document by generating a share link or sending it directly via email.


