Step-by-step guide on how to create a new document

  1. Click on Create in the upper left side

  2. Choose the type of document you want to create

  3. Done!

Depending on the App Mode you are in, you will see different document types to choose from. You can read more about these different options below.

Once you have selected the desired document type, you will be directed to the

Drafting Screen.


Sales App Mode

If your account is set to Sales Mode, you have four different document types to choose from.

A space to share all Sales content relevant for your customer.

If a document does not need to be signed but is only to be read, select this document type. To learn more about the Digital Sales Room and what that is, click here.

If you have a business/sales document, select Sales. It can be agreements, quotes, or price inquiries. These will be visible under your Dealboard and registered as a won deal when signed.

If you have an employment contract to be sent, select the document type HR. Examples of other document types that can be sent with HR are confidentiality agreements or internal policy documents.

For all documents, you can not place them in the other three options.

Important to note: If you choose the type Other, Activate digital signing is turned off per default, you will need to activate this on the right side in the draft in order to add signers.


Business App Mode

If you are in business mode, you have three document types to choose from.

A space to share all Sales content relevant for your customer.

If a document does not need to be signed but is only to be read, select this document type.

To learn more about the Digital Sales Room and what that is, click here.

If you have an employment, operational, or procurement agreement to be sent, select the document type Contract.

For all documents, you can not place them in the other three options.

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