To create a new document to send out, first click the New Document button in the top right corner of your screen. Once clicked, you will be given the option of defining what type of document you want to send. 

If your account is set to Sales Mode, you will see 4 types of docs: Sales, Presentation, HR, and Other. These are great for sending sales contracts, proposals, slide decks, case studies, post meeting notes, etc. 

If you are in Business Mode, you will see 3 types: Contract, Presentation, and Other. These are great for operational workflows, like procurement contracts, hiring material, or internal processes. 

After you choose your document type, you will be directed to the Upload Screen.

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