To create a new send-out, simply click the New Document button at the top right of the screen and choose the type of document you want to create.

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.

Sale:

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.

Presentation:

If a document does not need to be signed but is only to be read, select this document type. It can be such as information sheets, reports, or presentations.

HR:

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.

Other:

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

Business App Mode

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

Contract:

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

Presentation:

If a document does not need to be signed but only reviewed, select this document type. It can be such as information sheets, reports, or presentations.

Other:

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

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