Creating a New Document

Begin by clicking on Admin Tools > Documents> then click the green plus button in the upper right corner. This will send you to the new document modal where you can customize your document. 

Upon creation, the new document modal will default to the Settings tab. However, there are four other tabs you will also have on the left side of the document that need to be addressed before you should publish your document. Here is the information you will find in each of those tabs:

• Settings: This tab is your main hub for your document settings. In this tab you will need to name your document, choose a document type, decide who will be assigned your document, determine if you want the document to expire and when, and decide if you want the document to be due on a specific date.
• Document Content: This is where you will copy and paste the content of your document in the text box that appears at the top of the page. You will also be able to see the document history at the bottom.
• Assignments: The assignments tab is where you will decide if you want to have this document assigned at registration, and if you want to force a signature on the document at registration. *Note: This tab will look different if you choose the Party Waiver option under Document Type in the Settings tab. 
• Finalize: Once you feel confident about the settings in all of the above tabs, this will be your last stop. In this tab, you will see which users are assigned the document as well as be able to publish your document. A couple of things to note here: 1. You cannot delete a document once it has been published. 2. This tab will switch to Signatures once you have published the document. Once it switches to Signature, you will be able to see who has signed the document and who still needs to.