Resources/Help center/Video tutorials
Video tutorial
Every paper your company makes in one place: the library, filters, company files and share links, and sending any PDF to sign.
0:00 Intro 0:15 The library 0:30 The viewer 0:42 Search and filter 0:54 Company files 1:08 Versions 1:22 Share by link 1:39 New document 1:53 Signatures 2:11 Signers and boxes 2:27 Send for signature
Documents gathers every paper your company makes in one place, along with your own company files. This video covers the library, its filters, company files and share links, and sending any PDF to sign.
Open Documents under Customers and team. Quotes, contracts, change orders, spec sheets, estimates and job files show up here as they're made, with their kind, client, status and date. Switch between List and Grid.
Click a document to open it in the viewer. Quotes, contracts and warranties open as their real PDF, with the details beside them. Click Open its page to work on it.
Search by title, number, client or job. Filter and sort narrows the list by kind, job, client, folder, status or date, and saves it as a view.
Keep your own files here too, like your terms, warranty and brochures. Click Add a company file and pick the file. Give it a title, choose a folder like Contracts and terms or Policies, and click Add it.
Click a company file to edit it. Under A new version, upload the newer file and click Use it. Everyone gets the new one, and earlier versions are kept. Archive takes it off the list.
Under Share by link, anyone with the link can open the file without signing in. Pick how long it works, seven, thirty or ninety days, or until you turn it off, and click Make a link. Make a new link stops the old one, and Turn it off ends it.
New document starts a blank job document, like a contract for an old job. Pick the kind and the project, then click Make it. From Apps or a deal's page, they start filled in from the job.
To send any PDF to sign, open More, then Signatures. Its tabs show what's Open, Out for signature, Drafts and Signed. Click Send a PDF to sign, pick the file, type the title signers will see, and click Continue.
Under Who signs, add up to six people, with a name, an email, and a mobile to text the link. Tick Sign in this order, or they all get it at once. Then pick a box, like Signature or Initials, and click on a page to place it.
Add a note, choose how long the link works, and tick Remind them automatically if you like. Click Send for signature. When the last person signs, everyone gets the signed PDF with its signing certificate.
Keep your current terms and warranty here as company files, so everyone on the team sends the very same version. Next: Apps.
Filmed in ECHOPS with sample data.
Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.
Special price: your first 2 months from $49/mo. Limited spots, so sign up today.