We have added in a feature in Vincere where you can send documents directly to a client at any stage in the process - perfect for sending over those all important Terms of Business.

Firstly, in the Document builder we have added in a new template that can be configured called Business Contact Document. This can be configured by admins from Settings > Document Builder

To send a document to the contact, go to Actions either by selecting the contact in the contact table, or by hitting the actions button within the profile. Then press “Send document”

You will see any documents that have been previously sent to the contact using SignRequest, or can press Send Document to send a new document:

When you send a new document you can then configure the email options, choosing send SignRequest, choose which email template you’d like to use, setup the document, choose you signatories and select to link the document to a job, and hit send:

 

Pro Tip: You can configure the email template in Settings > Email Templates > Template Number 101.

Where can I find my documents after I've sent them?

When using SignRequest to send a document to a client, you can find the document in the Sign Request tab of applications:

Once both parties have signed you will also find the document in the files tab of the Contact and the Job (if you chose to link to a job).

 

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