• 1Navigate to the Documents module
  On the sidebar, click Payments. Under Documents and Contracts, select Templates to view and manage your document templates.

• 1Click "New"
  In the top right, click New to create or upload a document.
• 2Choose the document type
  Upload a PDF

  Select Upload a PDF, then drag your file or click to upload. Once uploaded, the PDF opens in the document builder for further customization.

  Create a new template

  Select New Template to open a blank document builder.

• 1Name and structure the document
  Enter a name for the document.Job Offer Template

  To add elements, click Add Element (top left) and choose from:

  TextImageVideoTableProduct ListPage BreakFillable Fields
• 2Add custom fields
  For recipient-specific details, use Custom Values:

  Details	Select	Example
  Account Details	Custom Values → Account	Your practice's name
  Recipient Details	Custom Values → Contact	The recipient's name

• 3Add fillable fields
  Insert fillable text fields, signature fields, and date fields for recipients to complete and sign. Drag and drop the fields to the desired locations, and resize them if needed to fit the layout.

• 1Create and configure fields
  To collect specific information (e.g., name, date of birth, phone number), add Text Fields and adjust the Placeholder Text."Full Name"  ·  "MM/DD/YYYY" (for dates)
• 2Assign fillable fields
  Assign fields to specific recipients (e.g., patient name, signature) to make clear who fills out each part of the document.
• 3Save the template
  Once complete, click Save to make sure all changes are stored.

• 1Select a recipient
  Click Use Template in the top right to prepare the document for sending. Assign the Primary Client, or select Add Recipient to specify who receives and signs the document.
• 2Send the document
  Choose Send via Email to send the document directly.

Here's what your recipient will do after you send the document:

• 1View and complete the document
  The recipient receives an email notification with the document link and an overview of the fields that need completing. They click Start Filling Out to enter the document viewer.
• 2Auto scroll and sign
  They can use the auto scroll feature to move through the fields quickly, complete the required fields, add signatures, and finish by selecting Finish.