Documents

Create document templates, send them to contacts, and collect e-signatures without leaving Seedly CRM.

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Document List

The documents page shows all your documents with their name, contact, status, and date. Filter by status or search by name.

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Creating a Document

1. Click New Document
2. Select a Template or start from a blank document
3. Link the document to a Contact
4. Fill in or customize the document content
5. Click Save or Send

Templates

Document templates define the structure and content of your documents. Create templates for common documents like contracts, proposals, NDAs, and agreements.

Templates support:

• Rich text - Formatted content with headings, lists, bold, and italic
• Merge fields - Insert contact data automatically (name, email, company, custom fields)
• Signature fields - Placeholder blocks where the signer will apply their signature
• Date fields - Auto-filled with the current date or signing date

Using Merge Fields

Merge fields pull data from the linked contact record. When the document is sent, fields like {{contact.firstName}} are replaced with the actual contact data.

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Sending a Document

1. Open the document
2. Click Send
3. The contact receives an email with a link to view and sign the document

The email includes:

• Document name and description
• A secure link to the signing page
• Your agency branding

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E-Signatures

How Signing Works

When the recipient opens the document link:

1. They review the full document content
2. They click each signature field to apply their signature (drawn, typed, or uploaded)
3. They click Complete to finalize
4. Both parties receive a signed copy

Signature Validation

Each signature captures:

• The signer's name and email
• The date and time of signing
• A unique identifier for audit purposes

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Document Statuses

Status changes are logged in the contact's activity timeline and can trigger workflows.

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Tracking

The documents list shows the current status of every sent document:

• Viewed indicates the contact has opened the link
• Signed confirms all signatures are complete
• Timestamps for each status change

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Workflow Integration

Document events can trigger automations:

• Document sent
• Document viewed
• Document signed
• Document declined

Use these triggers to send follow-up messages, update contact fields, or create tasks when a document reaches a specific status.

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Summary