You can upload your contracts, consent forms or the SEPA mandate and have clients sign them from the app.

Step 1: Create the document

  1. Go to Client area › Documents and click Add document.
  2. In the Configuration tab, fill in:
    • Internal name (for your team) and Public name (the client sees it).
    • Type and the PDF.
    • Mandatory completion, if the client must sign it.
    • Email a copy to the user after completing it.
    • Assign when there is a pending direct-debit payment: perfect for the SEPA mandate.
    • Assign automatically to future clients: every new client will receive it.

Step 2: Place the fields on the PDF

In the Custom fields tab, place the fields that fill in automatically or that the client has to complete: name, ID number, bank account, Signature, Today's date…

For each field, set whether it's required, its position (X, Y), the page and the size.

Change a document clients have already signed

Don't edit the original. Use Create new version and, when it's ready, Publish version. The Active and Archived tabs separate current documents from old ones.