Depending on what app mode your profile is set on, you have different options when creating a document. App mode can be changed in your profile settings.
Document types (Sales App mode)
Digital Sales Room:
A space to share all Sales content relevant to your customer. If a document does not need to be signed but is only to be read, select Digital Sales Room. To learn more about the Digital Sales Room and what that is, click here.
Sales
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.
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 document types, you can choose the type Other
Please note: Digital signing will not be on per default. You need to toggle it ON manually
Document types (Business App mode)
Digital Sales Room:
A space to share all Sales content relevant to your customer. If a document does not need to be signed but is only to be read, select Digital Sales Room. To learn more about the Digital Sales Room and what that is, click here.
Contract
If you have an employment, operational, or procurement agreement to be sent, select the document type Contract.
Other
For all document types, you can choose the type Other
Please note: Digital signing will not be on per default. You need to toggle it ON manually
