TOOL>COMPANY DOCS

Think of company docs as a share drive for anyone operating under your roof link umbrella the ability to access .PDF docs you want made available to your staff. Things like product pamphlets or company mission statements maybe even company insurance info. Company docs are easily accessed in customer profiles  and can be quickly emailed to customers. Understand company docs ARE NOT CONTRACTS  they are not E-SIGNABLE DOCS. Company docs are only .PDF docs that can be shared if you are looking for signable contracts those are located under TOOLS>TEMPLATES>DOC TEMPLATES.