Create, modify or delete documents
Written by Richard Polderman
Documents are displayed when you request a signature. You can create different documents for specific assets or actions by following the steps below.
Create a document
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Go to settings.
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Click "Documents" in the sidebar to view the documents.
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Click "Create document".
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Enter the title of the document and add the content of the document.
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Once you're ready, click "Save".
Tip: Attributes
You can add the attributes of an asset with shortcodes. This allows you to generate a unique document without manually filling in the necessary information.
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In the menu, click "Insert", then "Asset attribute".
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Select the attribute, status or category of the asset that you want to display in the document.
Modify a document
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Go to settings.
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Click "Documents" in the sidebar to view the documents.
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Click on the menu (three dots) next to the document that you want to edit, then click "Edit".
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Once you're ready, click "Save".
Delete a document
⚠️ Deleting a document is permanent. Once deleted, the document is irretrievable.
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Go to settings.
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Click "Documents" in the sidebar to view the documents.
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Click on the menu (three dots) next to the document that you want to delete, then click "Delete".