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.
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 on the three-dotted button, and in the pop-up menu click on View.
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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 on Share via link.
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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.
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Documents Management
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.
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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.
Troubleshooting Tips and FAQs
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.