Managing documents and contracts in your CRM should be straightforward, with an efficient process for sharing these essential business documents. This guide walks you through how to quickly send a link for your clients to view, accept, or reject a document or contract, helping you stay focused on your business operations.
Accessing and Sharing Documents #
Navigate to the Payments section from the left sidebar, hover over the Documents & Contracts tab, and select All Documents & Contracts. From there, find the document you want to share, click the three-dotted button, and in the pop-up menu click View.
Sharing Via Link #
Once inside the document you want to share, click the Send button on the top right side. In the drop-down, click Share via link. This generates a unique link for the document, which can then be copied and shared via email, text, or any preferred communication channel.
Note: If you are sharing with multiple recipients, generate individual links for each person. This ensures that each recipient receives a unique link, enhancing document security and personalization.
Documents Management #
Once a document is shared, navigate to the Waiting for Others tab to see the status of already sent documents awaiting your client’s signature.
The document sharing feature in your CRM is straightforward and gives you control and full management over the process. You can easily send documents and contracts via links and track their progress.
Frequently Asked Questions #
How do I share a document or contract with a client? #
Open the document from All Documents & Contracts, click the Send button at the top right, choose Share via link, and copy the generated link to send through email, text, or any channel.
Should I use the same link for multiple recipients? #
No. Generate an individual link for each recipient. Unique links improve document security and give each person a personalized experience.
Where can I see whether a shared document has been signed? #
Open the Waiting for Others tab to track the status of documents you have sent that are awaiting a client’s signature.
What if a recipient says they never received the link? #
Double-check the link for accuracy and resend it if necessary, and advise the recipient to check their spam or junk folders.
Can I revoke access to a document after sharing it? #
Yes. Access to shared documents can be managed and revoked through the CRM’s document management settings.
What actions can clients take from a shared link? #
Clients can view the document and then accept or reject it, all from the secure link you send them.
