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How to manage and send documents to customers in Hub No table of contents entries found.


 
Please Follow each step in the order listed below
 
Step 1: Go to the global settings
 
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Step 2: Select manage “Contracts/docs”.
                                              
Step 3: Click on the "Sign document" button on the right side of the agreement.
 
Step 4: Enter the name of the customer whom you want to send the contract and click "Next".
 
 
 
 
 
Step 5: Enter the email address of the customer and click "Next".
 
Step 6: Verify the details and click on "Yes, It's Correct". 
By following these steps you can send the request for signature to the customer.