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[Video] How to Create Documents & Send Them for Signature
[Video] How to Create Documents & Send Them for Signature

How to send documents for signature. Create documents, preview, send & store signed docs. Streamline workflow & improve client experience.

Varol avatar
Written by Varol
Updated over a week ago

In this video, we'll show you how to create and send documents for signature to your clients using Tint Wiz. By following these simple steps, you can save time and hassle by automating the process of sending contracts, care instructions, warranty work, and more to your clients.

First, we'll start from the dashboard and click on the "Documents" tab. Then, we'll select "Add Document" and create a memorable title for our document, which will make it easy to locate later. Using the editor, we'll design our document and set the send settings such as showing client details and requiring their full name.

Once we're done creating the document, we'll preview it using the "Save and Preview" option to see how our client will see it. From there, we can copy a public link to the document or download a PDF version by clicking the respective options.

When we're ready to send the document, we'll go to the relative project page and scroll down to the "Documents" section. We'll select the document we want to send, preview it to ensure accuracy, and then hit "Send for Signing". Your client will then receive an email with a link to sign the document.

After the client signs the document, you’ll receive a notification in Tint Wiz, and the signed document will be stored on the project in the app.

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