Send a document to a client

1. Open the client file and go to the Documents tab.
2. Click New document and choose the source:
   • A configured document from Documents, so they sign it in the app.
   • A file you upload yourself (for example, a paper already signed), with its date.
3. If you like, tick Mandatory completion and Send to the user by email.
4. Save.

The table shows each document's version and signature date.