Who This Is For / When to Use
This article is for Kyrios users who need to:
Create contracts, agreements, or documents for clients
Collect electronic signatures
Track document status and history
Automate invoices or payments after signing
Step 1: Create a Document or Contract
You can create a new document, upload PDFs, or start from a template.
How to create a document:
Click Payments in the left navigation.
Click Documents & Contracts at the top.
Click + New.
Choose one of the following:
New Document
Upload PDF
Import from Template Library
Template options:
Create custom templates for reuse
Import prebuilt templates from the Template Library
Upload Multiple PDFs and Rearrange Pages
You can upload multiple PDFs at once and combine them into a single document.
How it works:
Upload multiple PDFs in one action
Rearrange pages by dragging and dropping in the upload window
Click Upload to merge all pages into one document
This eliminates the need for single-file uploads and manual merging.
Step 2: Edit Your Document or Contract
The document builder allows full customization using drag-and-drop elements.
How to add elements:
Click the “+” icon in the top-left of the document builder.
Drag an element onto the document.
Drop it in the desired position.
Available Document Elements
Each element can be added and customized independently.
Text
Adjust font, size, and styling
Insert custom fields for personalization
Auto-populate data from contact custom fields
Populated values appear in preview and downloaded PDFs
Image
Upload via image URL or Media Library
Adjust alignment, size, color mode, and background
Video
Insert via video URL
Adjust background color, height, width, and margins
Table
Add or remove rows and columns
Merge or split cells
Toggle header rows
Customize border and background colors
Product List
Select existing products
Choose pricing
Add multiple products if needed
Page Break
Forces content to start on a new page in the document
Signature
Assign signer
Customize placeholder text
Optionally show or hide signer name
Mobile signing support:
Recipients can sign documents on mobile browsers, mark them as completed, and download the signed PDF.
Additional Field Elements
These fields capture structured input from recipients.
Text Field: Fillable custom values
Date Field: Automatically captures dates
Initial Field: Allows recipients to add initials
Checkbox Field: Used for confirmations (e.g., agreeing to terms)
Step 3: Reorganize Pages and Upload PDFs
You can rearrange pages or add PDFs to existing documents.
Page reordering:
Use the mini page view in the left panel
Drag and drop pages to adjust order
Review formatting after reordering
Add PDFs to existing documents:
Click the “+” icon in the Pages panel, or
Click the three-dot menu (top-right) and select Add PDFs
This allows you to extend documents without starting over.
Step 4: Add Document Variables
Document Variables are placeholders that are replaced with actual values when a document is sent.
Key benefits:
Standardize information across documents
Enable dynamic content
Support templating and automation
How to add a variable:
Search for an existing variable, or
Click the + button to create a new one
Step 5: Add Recipients
Recipients determine who receives and signs the document.
How recipients work:
Click the Recipient icon
Add one or more email addresses
The first recipient is the primary signer
Additional recipients are CC’d
Important rules:
The primary recipient cannot be removed
To change the primary recipient, create a new document
Step 6: Add a Background to a Page
You can apply a background image to any page.
How to add a background:
Click the three dots next to the page.
Select Page Properties.
Choose an image from the Media Library or a URL.
Configure:
Position (center, top, left)
Size (fill page or fit to size)
Repeat options
Opacity percentage
All elements can be layered on top of the background.
Step 7: Send the Document
You can send documents in multiple ways.
Delivery options:
Email
SMS
Email and SMS
Shareable link
Link delivery notes:
Each recipient has a unique link
Ensure the correct link is used for the intended recipient
SMS delivery is supported for faster response and higher visibility.
Document and Contract Statuses
Each document has a status that controls what actions are available.
Draft: Document is being created
Waiting for Others: Sent and awaiting recipient action
Completed: Fully signed; no edits allowed
Payments: Tracks billing or transaction details
Archived: Declined or manually archived; read-only
Tracking Declined Documents
To view declined documents:
Go to Documents & Contracts → Archived
Click the three dots on a document
Select View History
You can see:
Decline reason
Timestamp
Recipient details
Available Actions for Documents
Actions vary depending on document status.
View History: Full lifecycle tracking
View: Open the document
Clone: Duplicate and resend
Delete: Available only for Draft documents
Mark as Completed: Available for Draft or Waiting for Others
Download PDF: Download the document
Convert to Template: Save for future use
Share via Link: Available while Waiting for Others
Move to Draft: Resume editing
View Invoice: Available after completion if invoicing applies
Public Documents for E-Signing
Public Documents allow signing without adding contacts.
How it works:
Publish a document
A public signing link is generated
Recipients enter their name and email
Signed PDF is emailed automatically
Use Cases
Sales Agreements
Create digital sales agreements with custom fields and standardized variables.
Legal Documents
Collect multiple signatures, initials, and confirmations for compliance.
Service Contracts
Send service agreements, track status, and automate follow-up or invoicing.
FAQ
What actions can I perform on a completed document?
You can view it, download the PDF, convert it to a template, or view the associated invoice. Completed documents cannot be edited.
What happens if I need to edit a document that was already sent?
If the document is in Waiting for Others, you can move it back to Draft. Completed documents cannot be edited.
What are Document Variables?
Document Variables are placeholders that are replaced with real values when a document is sent. They support dynamic content, templates, and automation.
Can I create an invoice from a document?
Yes. An invoice can be created automatically after the document is signed and marked as Completed.
What happens when a document is declined?
The document is marked as declined, moved to Archived, and can no longer be signed.
What statuses can a document have?
Draft, Waiting for Others, Completed, Payments (if applicable), or Archived.
Can clients sign documents on mobile devices?
Yes. Documents can be signed on mobile browsers, marked as completed, and downloaded as PDFs.
Does Kyrios send the signed PDF automatically?
Yes. Once the document is completed, all recipients receive an email with a link to download the final signed PDF.