Documents

Alexa avatar Sierra Tuttle avatar Betty Fleming avatar +4
26 articles in this collection
Written by Alexa, Sierra Tuttle, Betty Fleming and 4 others

Scheduled Payments

How to add flexible scheduled payments to your invoices with a variety of customizable options.
Sierra Tuttle avatar
Written by Sierra Tuttle
Updated yesterday

Questionnaires: Answer Mapping

Alexa avatar
Written by Alexa
Updated this week

Document Email Reminders

How to customize automatic email reminders for your upcoming due and past due questionnaires, contracts, quotes and invoices
Alexa avatar
Written by Alexa
Updated over a week ago

Document Display Titles

How to update the Display Title on Quotes, Contracts, Invoices, and Questionnaires
Alexa avatar
Written by Alexa
Updated over a week ago

How to use the "Tip" workaround on Quotes

How to add the tip workaround to your Quotes
Australia K. avatar
Written by Australia K.
Updated over a week ago

Sending Multiple 17hats Documents in One Email

How can I send more then one document to my clients?
Alexa avatar
Written by Alexa
Updated over a week ago

Viewing Document Activity

Do I have the ability to see when my quotes, questionnaires, invoices and contracts were created and deleted?
Alexa avatar
Written by Alexa
Updated over a week ago

Sending a Quote

Learn how to build and send quotes effortlessly
Sierra Tuttle avatar
Written by Sierra Tuttle
Updated this week

Where do I find my documents?

Alexa avatar
Written by Alexa
Updated over a week ago

How do I see the Client View of my Form?

Jeff avatar
Written by Jeff
Updated over a week ago

How to Save/Print to PDF?

This article will show you how you can save or print your 17hats documents as a PD
Betty Fleming avatar
Written by Betty Fleming
Updated yesterday

What is the Best Way to Send Contracts and Invoices to Related Contacts?

Jack Donahue avatar
Written by Jack Donahue
Updated over a week ago