Create/Manage Signable Documents
Step-by-Step: Manage Signable Documents and View Signed Documents
1) Prepare a waiver template
- Document Center > Signable Documents Templates.
2) Select "Add Signable Document Templates" to create a new Signable Document.
- Customize and edit the existing template or use the template we provide for you as is.
- Once a Signable Document is created, you will be able to use/view the waiver on the Signable Document setting as well as any given Lead/Event.
4) View signed documents in the Document Center
- Document Center > Signable Documents Templates
- Leads/Events > [Select Lead] > Documents
Related Links
Create and Send a Document from a Lead