Documents & Contracts
Getting Started & Overview
Overview - Documents
Documents & Contracts in Fortunyx – Setup and Guide
Creating & Sending Documents
Add Attachments to Fortunyx Documents & Templates
Split Columns Support: Documents & Contracts
Documents & Contracts - Content Library Support in Fortunyx
Send Documents and Contracts via SMS in Fortunyx
Multiple recipient support on Documents & Contracts
How to Set Signing Order for Recipients in Documents and Contracts
Custom Values & Dynamic Fields
Link Custom Values to Text and Date fields: Documents and Contracts
Leveraging Opportunity Custom Values in Document Templates
How to automatically add an appointment date to a Contract?
Control Signature Type for Documents & Contracts
Public Document Links for E-Signing
Collect Card Details in Documents & Contracts
Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
How to redirect a user to a specific page after signing a contract?
How to Use Document Expiration in Fortunyx Documents
Templates
How to Share Documents and Contracts Templates
Managing Documents & Records
Easy Management of Documents and Contracts within Contacts
How to Share and Manage Documents via Client Portal and CRM
How to Track Activity for Documents and Contracts
Automation & Workflows
Automate Workflows with Documents & Contracts Trigger
Send Contracts & Proposals Using Workflows in Fortunyx
Decline Documents in Fortunyx and Automate Follow-Up
Documents & Contracts: How to automate sending invoices when documents are signed
Automatically Generate Invoices from Signed Documents & Contracts
Payments & Invoicing
How to Configure and Accept Tips on Invoices
Notifications
Documents & Contracts Email Templates & Notifications
Mobile App
How to Use Documents and Contracts in the Mobile App
Developer / API
How to Use Documents and Contracts in the Mobile App