Settings

When viewing and editing a document, you can access the following settings:

Title - You can use the title editor at the top to set a name for your document, keep in mind that this title will be seen by the recipient of the document as well.

Add An Element - Allows you to add in an element, such as an image, text block, signature, etc. For a full list of elements read further on.

Pages - Allows you to preview and reorganize the order of pages in your document.

Document Variable - Allows you to access and create document variables. This allows you to customize certain fields that are used specifically in the document. This can be useful if you have information that needs to be customized on a document-by-document basis.

Recipients - This allows you to see a primary client that will be responsible for signing the document, as well as add additional contacts and set a signing order if you require multiple signatures.

Payment Settings - This allows you to set the invoice type (one-time vs. recurring), enable direct payment and product invoicing (labeled as enable send invoice here), and, in the case of a recurring payment, allow you to enable auto payment. You can also set a payment schedule and frequency of invoice generation for recurring payments.

Document Settings - This allows you to override your standard document settings, allowing you to set a from name & email, subject, and choose an email template. For more on document settings, see the document settings article.

Preview - You can preview the document to see how it would appear to your recipient.

Save - You can save the document to save a draft version of your edits.

Send - You can send the document, allowing you to either send the document via email (using your document settings to send an email with a link to view the document) or send the document via link, giving you a shareable link that leads to the document.

When sending an invoice, you can either directly send the invoice, bringing up a menu to choose how the invoice will be sent, or choose to “Copy & Mark as Sent”, giving you a link to the invoice that you can manually send to your client and marking the invoice is sent under All Invoices.