Company Documents

 
 
 

Company Documents

What are Company Documents? Company documents are templated documents that you're able to send to your contacts. The templates created here will auto-populate the contacts information if you are using mapping to customize the document. The difference between company documents and editable documents is the document type, these should be a pdf, which allows for designed and company branded documents. Company documents are complete templates, and editable documents are semi-templated that allow for on-the-fly writing by users prior to sending to contacts.

How to use your Company Documents. In the top navigation, navigate to your settings pages. On the settings pages left-hand sidebar, click “Company Documents.” There, you should see your list of Documents. To add a new contract, click “Choose File” in the upper right hand corner to upload your documents. Once uploaded, in the actions column, choose “map” to drag and drop tags into the areas of your your eSignature Document for Shape to auto-fill it with customer information.


Need More Help? Contact us at support@setshape.com