Who This Is For / When to Use
Use Documents & Contracts on mobile if you need to:
Send contracts, estimates, or documents while away from desktop
Collect in-person signatures
View document status and payments
Upload and manage files directly on a contact record
Access Documents & Contracts
Open the Kyrios Mobile App.
Open the main navigation menu.
Tap Documents & Contracts.
View All Documents
The All Documents tab shows all drafts, sent documents, and completed documents.
Available tools include:
Search documents by name
Filter by status
Filter by date
Create a New Document
Documents on mobile can only be created from existing templates.
Start a New Document
From All Documents, tap the + button.
Select a template from the Templates list.
Note: Templates must be created and published from the Kyrios web app.
Add Products or Line Items
When creating or updating a document, you can add items from your product catalog.
Use Catalog to select existing products.
Search products by name.
Adjust quantities and variants as needed.
You can also manually add or edit items during document updates.
Review and Send the Document
Before sending, review all details including recipients, items, pricing, and payment settings.
You can:
Enable or disable direct payment
Add discounts
Confirm total amount due
Tap Send to proceed.
Share a Document
After sending, documents can be shared in multiple ways:
Email the document
Generate a shareable link
View Document Actions
Each document includes additional actions accessed from the three-dot menu.
Available actions may include:
View
View as recipient
Clone
Download PDF
Convert to template
Share via link
Use "View As" for In-Person Signing
The View as option allows you to open the document as a specific recipient.
Open the document menu.
Tap View as.
Select the recipient.
This mode is required for collecting in-person signatures.
Collect In-Person Signatures
When viewing a document as the recipient:
Required fields are highlighted
Signers can draw or type their signature
Date fields must be completed
Once completed, the document updates automatically.
Docs & Files in Contact Profiles
Each contact includes a Docs & Files tab for storing related documents.
From this tab, you can:
View sent and received documents
Upload internal or shared files
Keep documents linked to the contact record
Upload Files to a Contact
You can upload files directly to a contact profile.
Open the contact.
Go to Docs & Files.
Tap Upload.
Upload limits:
Up to 10 files at once
Maximum total size: 250 MB
Common Issues and Fixes
I don’t see any templates
Templates must be created and published from the Kyrios web app before they appear on mobile.
The document is not ready for signing
Refresh the document list and confirm the status shows Sent before using View as.
FAQ
Can I create a document from scratch on the mobile app?
No. Documents can only be created from templates that already exist in the Kyrios web app.
Where do I find my drafts and sent documents?
All drafts and sent documents appear under the All Documents tab.
Can I add products to documents on mobile?
Yes. You can add items from your product catalog during document creation or updates.
How do I collect an in-person signature?
Open the document, select View as, choose the recipient, and hand your device to the signer.
How many files can I upload to a contact?
You can upload up to 10 files at a time, with a maximum total size of 250 MB.