All About Documents & Contracts

All About Documents & Contracts

DOJODIGI Team

Contents:
Benefits
Dashboard & Settings
Document Notifications
Creating a Document/Contract
Sending a Document/Contract
Document/Contract Signing
Tracking
Templates
Editing
Automations

Documents & Contracts
Managing documents and contracts efficiently is critical for any business. DOJODIGI's Documents & Contracts feature provides a streamlined solution for handling your important paperwork. Our Documents & Contracts page lets you upload, create, store, sign & send documents and contracts to your contacts. This feature is not only useful for payments but also various other business needs.

How DOJODIGI's Documents & Contracts Benefits Your Business:

• Centralized Document Management: Keep all your contracts and important documents in one place, making it easy to access and manage them whenever needed.

• Secure Storage: Ensure your sensitive documents are stored securely, protecting them from unauthorized access and potential data breaches.

• Easy Collaboration: Share documents clients easily, allowing for smooth collaboration and communication.

• E-signature Integration: Facilitate faster agreement processes with built-in e-signature capabilities, reducing the need for physical signatures and speeding up contract finalizations.

• Automated Workflows: Integrate documents and contracts into your automated workflows to ensure that essential documents are always sent, received, and signed on time.

• Customizable Templates: Create and use customizable templates for frequently used documents, saving time and maintaining consistency across your business communications.

• Real-Time Tracking: Monitor the status of your documents in real-time, allowing you to see when documents are sent, viewed, and signed.

Dashboard:

• Head to the payments tab and click on "Documents & Contracts"

• Here you'll see your documents dashboard.

  • Search bar lets you conveniently search for specific documents directly

  • Filter your documents by date by filling in the start and end dates

  

  • Click on settings to view your document settings

    

    Here you may edit details on email configuration, automatic notifications to your clients and to yourself/your team.

Documents Notifications:

DOJODIGI has prebuilt email templates regarding documents that send to your customers and to your staff members/yourself automatically. They are already usable and were designed with simplicity and efficiency in mind.

We send emails automatically to customers when documents are issued and when documents are signed.

We send emails automatically to you and your team when documents are signed.

To customise your document emails,

• create a new email template (Marketing tab -> email templates -> create a new template, edit and save) (Read more on email marketing here)

• head back to the payments tab and navigate to Documents & Contracts

• click on settings

• Select either customer or team notifications depending on which you wish to edit

• click on the drop down menu to select the email template you just created and click save at the bottom

Creating a Document/Contract:

• Click on "+ New"

  

  • Select if you wish to create a new document template or upload an existing document (in the pdf format)

  • Use our drag and drop document builder to build and create your own document/contract

    • Existing pdfs can be edited in a similar manner but to add a text, only text fields (in blue) can be used.

    

• Click on the (x) icon to edit document details like date created and document reference number.
  - Note "sub account" refers to your DOJODIGI account

  

• Input your document recipients by clicking on the circled icon below

  • You may also set a signing order by turning on the toggle switch. Eg) If this document requires the signature of you, contact 1 and contact 2. You may set the order eg) you have to sign it first, then contact 2, then contact 1.

  

• Remember to save once you are done creating your document

  

Sending a document:

• In the documents log, click on the 3 vertical dot icon next to the document you wish to send out

• Click on view

  

• This will bring you to the editor. Click send on the top right select between and email or via a share link

• Make sure you have selected your document recipients

Document signing:

For you and your team: Document signing cannot be done in the editor by you or your team. If you have inserted a signature field and have allocated yourself to that field, you will automatically be registered as a recipient when the document sends. This means you will receive an email to sign the document. Additionally you may get the share link for yourself and sign it there.

For your recipients: They will receive an email or a sharelink. There, they may sign the document.

When in the midst of completion, they will be moved to the "waiting for others" section in your documents log.

When all recipients have signed the document, an email will be sent to you and your team notifying so. The document will be marked as completed and moved to the completed section in the documents log.

Sending and tracking documents:

To view the progress of the document signing,

• In the documents log, click on the 3 vertical dot icon next to the document you sent out

• Click on view

  

• This will bring you to the editor. Click "view" on the top right to check on the signing progress

Document editing:

• In the documents log, click on the 3 vertical dot icon next to the document of choice

  

• Here there are options to view the document, clone it, delete it, mark it as complete, download it as a pdf or convert it to a ready made template for future use

Templates:

• To make an existing document into a template, click on the 3 vertical dot icon next to the document of choice in the documents log and click on "convert to template"

• To create a new template, click on the drop down menu above and click on "templates"

  

  • Click on "+ New" and choose between uploading a pdf or creating a new template

  • The steps to create a new template are the same as the ones outlined in the above section to create a new document

Document/Contract Automations:

If you wish to further customise the workflow of the pre-built documents notification automations or simply create brand new ones to suit your unique business needs, head to the automations tab and create a new workflow automation. Just note to turn the toggle switch off for the email notifications that you are replacing with your automations. DOJODIGI's workflows & automations is a powerful tool used to streamline operations and increase your business efficiency. Read more about it here.

Contact us at [email protected] for any queries you may have. At DOJODIGI, we pride ourselves in customer support & satisfaction.