How to manage recipients in Agiled Docs

Introduction:

This tutorial will show you how to manage recipients in Agiled Docs. You are not limited to just one recipient for your contracts or proposals. This tutorial will cover adding, editing, and deleting recipients in Agiled Docs.

Managing Recipients

Step 1: Access the Manage Recipients feature

To manage the recipients of a document, click on the "Manage Recipients" button within your contract or proposal.

Step 2: Add recipients to your document

There are two ways to add recipients in Agiled Docs:

Add a recipient from your existing contacts in Agiled:

a. Click on the "Search" button.

b. Select a contact from your Agiled CRM.

c. Click on "Save" to add the contact as a recipient.

Add a new recipient by entering their name and email:

a. Click on "Add Recipient".

b. Enter the recipient's name and email address.

c. Click on "Save" to add the new recipient to your document.

Step 3: Edit or delete recipients

To edit or delete a recipient, go to the "Manage Recipients" screen:

To edit a recipient, click on their name and make the necessary changes. Click on "Save" to update the recipient's information.

To delete a recipient, click the "Delete" button next to their name.

Conclusion

Managing recipients in Agiled Docs is simple and efficient. By following these steps, you can easily add multiple recipients to your contracts and proposals, ensuring that all relevant parties are included in your document.

FAQs

Is there a limit to the number of recipients I can add to a document in Agiled Docs?

There is no specific limit to the number of recipients you can add to a document in Agiled Docs. You can add as many recipients as necessary for your contracts or proposals.

Can I customize the email sent to each recipient?

You can customize the default email sent to recipients in Agiled Docs. This can be done through the email templates in your settings.

Can I track the status of each recipient's interaction with the document?

A3: Yes, you can track the status of each recipient's interaction with the document, such as whether they have viewed, signed, or downloaded it. This information can be found in the document's activity log.