Sharing Documents is a quick and easy way to send them to customers directly from Event Temple.
Since you can send a lot of Documents to customers right from our system, you’ll want to track them. For example, is the Document in draft? Has it been sent? If it was an e-contract, has it been signed? Tracking Documents will help you stay on top of this.
How to Send a Document via Email
How to Send a Document via Email
Open the Document you wish to send
Select Share
The Compose Email screen will now open. Customize the email as needed, or select a pre-built Email Template
3. When you are ready, click Send.
Tracking Documents
Tracking Documents
To track all Documents, click on Documents from the main menu. Here you can view all of the Documents created, export them, and more.
It is also possible to see all Documents associated with a specific Booking by looking at the Documents sub-tab on the Booking Summary.
Document Status
When tracking your documents you will be able to see four different statuses:
Draft - You have created a Document but you haven't sent it to your client.
Sent - You have sent a document to your client to be reviewed or/and signed. The system will display the date and time the document was sent.
Completed - The document has been reviewed or/and signed. The system will display the date and time the document was signed and submitted or marked as complete.
Overdue - If you have given your document a "Due Date" it will show as overdue if the date has passed.
Important! Documents can still be signed by clients if they are Overdue.