Managing documents and contracts in your CRM should be straightforward, with an efficient process for sharing these essential business documents. This guide will walk 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.
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 on the three-dotted button, and in the pop-up menu click on View.
Once inside the document you want to share, click the Send button on the top right side. In the drop-down click on Share via link.
Generate a unique link for the document. This link can then be copied and shared via email, text, or any preferred communication channel.
NOTE: If you're sharing with multiple recipients, generate individual links for each person. This ensures that each recipient receives a unique link, enhancing document security and personalization.
Once a document is shared, navigate to the waiting for others tab to see the status of already sent documents waiting for your client's signature.
The sharing documents feature in your CRM is straightforward and gives you control and full management over the process. You can easily send documents & contracts via links and track their progress.
Q: What if a recipient claims they haven't received the link?
A: Double-check the link for accuracy and resend it if necessary. Also, advise the recipient to check their spam or junk folders.
Q: Can I revoke access to a document after sharing it?
A: Access to shared documents can be managed and revoked through the CRM's document management settings.
