This guide shows you how to:
Create documents (contracts, warranties, etc.)
Send them to customers for signature
Track and store signed documents
What You Can Use Documents For
Documents in Tint Wiz can be used for:
Contracts
Warranty forms
Care instructions
Work authorizations
Any custom document your business needs
Step 1: Create a New Document
From the dashboard, click Documents
Click Add Document
Enter a title (make it clear and easy to find later)
Step 2: Build Your Document
Use the editor to create your document.
You can include:
Text and formatting
Instructions
Terms and conditions
Any content you want your customer to review and sign
Step 3: Set Document Options
Before saving, you can choose:
Show customer details on the document
Require the customer’s full name for signature
These settings help ensure your document is complete and valid.
Step 4: Preview and Save
Click Save and Preview
Review the document exactly as your customer will see it
From here you can also:
Copy a public link (to use anywhere)
Download a PDF version
Step 5: Send the Document for Signature
Go to Projects
Open the project you want to send the document for
Scroll to the Documents section
Click Send
Select your document
Review the preview
Click Send for Signing
Step 6: What the Customer Receives
The customer gets an email with a signing link
They can open, review, and sign the document
Step 7: After the Document Is Signed
Once signed:
You receive a notification in Tint Wiz
The signed document (with signature) is automatically saved to the project
Key Takeaway
The flow is simple:
Create document
Save and preview
Send from project
Customer signs
Stored automatically
Why This Matters
Keeps everything organized in one place
Eliminates paper forms
Ensures signed records are tied directly to the project