A Smart(er) Doc can be imported into any Job file, populating it with information from the specific Job File. You can also add the Smart(er) Doc into a packet that can be sent to the customer. Smart(er) Docs and packets can be sent to the customer as a Presentation for viewing, or for Electronic Signature.
How To Begin:
Navigate to the Job File for which you need to upload a Smart(er) Doc. Go to the Documents section of the Job File by selecting Documents from the Job Activity bar.
- Click the +Document button in the upper right.
Note: Choosing the “Create Smart(er) Doc” button gives you the ability to create a one-time Smart(er) Doc for the job, if you haven’t already created one prior
- Choose the folder you want to upload the Smart(er) Doc into, from the drop down menu. Click Next.
- Choose the Smart(er)Doc/Docs you want to use in this Job File from the list of available Company Documents. Click Add.
- Once the document is in the Job File, Click on the 3 Dots to the right of the document.
- After clicking the 3-dot menu, select the Edit Document option from the drop down.
Edit the Smart(er) Doc
From here, your team can edit the Smart(er) Doc and add information into the text boxes, select check boxes, add photos, and fill out any other fields that didn’t auto-populate with necessary information.
At the top of the screen there is also an option to “Edit Smarts”. Selecting this allows you to put that page into Smart editing mode and add Smart Fields that can pull in information from the job file or add in text or feedback fields.
Navigate to the left side-panel, and you can click on the Plus Sign to add pages and make a packet. If you have multiple pages in your packet, you can also rearrange the order.
In the 3-dot menu next to each document document on the left you can:
- Delete the page
- Edit the page name
- Duplicate the document
- Edit the Smart Fields on the document
Presenting Your Smart(er) Doc or Sending For Signature
The Save Button at the top of the screen will save any changes made to your Smart(er) Doc, and allow you to come back to it later.
If you are ready to use your Smart(er) Doc now, select the Actions button to Present the document now (if you are with your customer), Send Presentation (to send a viewable option that is not for signature) or Collect Signatures to have your customer sign the document.
You can also access these options and more by clicking on the 3-dot menu to the right of the document.
- Presenting Your Smart(er) Doc
- Present Now: shows a preview of the document on a separate page for the customer to see without a signature option.
- Send Presentation: gives you the ability to text or send an email to the customer, however, it will not allow them to sign.
Note: To text a Presentation, you must have texting Add-on enabled
To Send a Presentation, verify who you are sending the document to.
Once you click next, it will allow you to add a personal message as well as set an expiration date and time. To send it, click Send Now
You can click on Presentation Details to see when a presentation was last sent or opened.
You can click on the Actions button to expire a packet if it is no longer valid.
- Getting Signatures On Your Smart(er) Doc
Collect Signatures: will give you the option of sending an email or text to collect signatures or Sign Now which is the ability to sign when in person with the home owner.
Note: To text a Smart(er) Doc for signature, you must have texting Add-on enabled
When using the text or email signature option, you can also send reminders to the home owner to sign the document and set an expiration date of the packet before sending it.
Once the packet is sent and signatures are pending, you can track the status of them using the Packet Details button.
Within the Packet Details you can Sign Now.
Or you can click the Actions button to view, download, cancel, and even leave notes about the document.
To send reminders to sign, you can click on the three dots to the right of the recipient.
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