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How to Create/Share Documents & Contracts

Learn how to create document templates in the Documents & Contracts section and send them to contacts for signatures using a share link or email.

Updated over a week ago

Go to the Payments tab, then select Documents & Contracts, and click on Templates.
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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.)
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Once all the required fields and signatures are assigned, save the document.
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You can then share the document by generating a share link or sending it directly via email.

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