Send a new document to sign

To send your sales document to your client for it to be signed, go to the document:

Click on the tab

Add cosigners

If you click on the "Cosigners" field, you can find the contacts linked to the client, you can even add some manually:

Type a valid phone number for the contact by choosing the right country code:

Send the document that needs to be signed

By clicking on "save" automatically switches to the status "Sent".

When the document has been signed, the document will automatically have the status " Accepted".

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