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How To Send a Document via RocketCRM
How To Send a Document via RocketCRM
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Written by Samantha McLarty
Updated over 2 weeks ago

  1. Click "Payments"

  1. Click "Templates"

  1. Click the three dots here.

  1. Click "Use Template"

  1. Click "Save"

  1. Click this icon.

  1. Click this field.

  1. Select the client to receive the document or add a new client.

  1. Click "Add New Client"

  1. Enter the Clients information and Click "Save"

  1. Make sure the client is selected.

  1. Click here.

  1. Type the appropriate information into each fillable box.

  2. Select the date.

  1. Click "Save"

  1. Click "Send"

  1. Click "Send via email" or "Share Link"

  1. Click "Send"

To View Pending Documents

  1. Click "Back"

  1. Click "Waiting for others "

  1. Click the three dots here to "View History" and other options.

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