17hats

How to insert two links right next to each other when composing an email or writing a Contract

Back-to-back linking in the WYSIWYG editor

Learn how to Send a Quote, Contract, Invoice, Or Questionnaire

How to Send a Document

Where do I find my documents?

Learn what activity you can see for each document type.

Viewing Document Activity

Learn how to delete quotes, contracts, and questionnaires in bulk!

How to Delete Documents in Bulk

What each term means and how to set it for your business!

Quote & Invoice Line Item Settings

How do I see the Client View of my Form?

This article will show you how you can save or print your 17hats documents as a PDF

How to Save/Print to PDF?

How to update the Display Title on Quotes, Contracts, Invoices, and Questionnaires

Document Display Titles

How can I send more than one document to my clients?

Sending Multiple 17hats Documents in One Email

Travis

Amanda Rae

General Document Information & FAQs

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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