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How to Upload and Send a Document to a Client

Updated over a year ago

In this guide, we will walk you through the step-by-step process of uploading and sending a document to a client.

2. Click "Contracts".

3. Click "Add Contracts".

4. Click the "Name" field.

5. Type "Test Upload".

6. Click "Select Type".

7. Click "Type".

8. Choose Job Function.

9. Click here.

10. Copy and paste your text into the text editor. Click "+ Add".

11. Locate your contract in the User Uploads. Click "Execute Contract".

12. Choose customer.

13. Click "✓ Next".

14. Add customer signature fields. Click here.

15. Click here and drag to area on document.

16. Click "Member" to add yourself as a signer.

17. Follow the same steps for customer.

18. Click "Send Document".


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