Who This Is For / When to Use
Accounts that send contracts or documents to contacts
Users who need to track sent, received, or internal documents
Teams that want to manage documents without leaving the contact record
Where Documents & Contracts Live in Kyrios
Documents and contracts are stored inside each contact record.
Each contact has a dedicated Documents section
Documents are automatically linked when:
The contact is a recipient
The contact is copied (CC)
The contact is associated with the document workflow
No separate navigation is required.
Open a Contact’s Documents & Contracts
Step 1: Go to Contacts
Navigate to Contacts from the left sidebar
Search for and select the contact you want to review
Step 2: Open the Contact Record
Click the contact name to open the full contact profile
Stay on the Contact tab
Step 3: Open the Documents Section
On the right-hand toolbar, click the Documents icon
Result:
A document panel opens showing all documents and contracts linked to this contact.
Understand Document Tabs & Statuses
All Tab
The All tab shows every document associated with the contact.
Includes:
Internal documents
Sent documents
Received documents
Displays document status (for example: Sent)
Sent Tab
The Sent tab shows only documents that were sent to this contact.
Used to track:
Contracts awaiting signature
Completed documents
Previously sent files
Actions You Can Take on Documents
For each document, you can:
Download the PDF
View the source document
Copy a shareable link (sent documents only)
These actions are available from the document’s action menu.
What Gets Automatically Linked
A document appears in a contact record when:
The contact is a primary recipient
The contact is a secondary recipient
The document is generated from a workflow involving the contact
No manual linking is required.
Common Issues and Fixes
A Document Is Missing
Cause: The contact was not a recipient or associated with the document.
Fix: Confirm the contact was included when the document was sent or generated.
I Can’t Copy a Link
Cause: The document is not marked as Sent.
Fix: Links are only available for sent documents.
I Only See Some Documents
Cause: You are viewing a filtered tab.
Fix: Switch back to the All tab to see everything.
FAQ
What is the Documents & Contracts section in a contact?
It is a centralized view of all documents and contracts associated with that contact, accessible directly from the contact record.
How do I access documents for a contact?
Open the contact record and click the Documents icon on the right-hand toolbar.
What can I do inside the Documents section?
You can view document status, download PDFs, view source documents, and copy links for sent documents.
What appears under the All tab?
All documents associated with the contact, regardless of status or type.
What appears under the Sent tab?
Only documents that have been sent to the contact.
Can I track document status from the contact record?
Yes.
Sent and completed documents are clearly labeled so you can follow up as needed.
How do I share a document with someone else?
Use Copy Link on a sent document to share a direct access link.