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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.

Go to the Payments tab, then select Documents & Contracts, and click on Templates.

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.)

Once all the required fields and signatures are assigned, save the document.

You can then share the document by generating a share link or sending it directly via email.

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