Documents & Contracts lets you create agreements, send them to customers, collect signatures, and keep everything attached to the right contact.
No chasing PDFs. No digging through email threads. No “did they sign it yet?” guessing. Humanity survives another paperwork crisis.
Why this matters
Revenue often slows down after someone says yes. Not because the deal is dead.
Because the paperwork gets messy:
the contract is in a folder somewhere
the customer has not signed yet
the wrong version gets sent
someone forgets to follow up
the signed copy does not get saved where the team can find it
Kyrios keeps that process inside the system. The agreement, signature status, and final signed document stay connected to the contact.
What you will do
You will:
Open Documents & Contracts
Create or use a template
Add customer and signing details
Send the document
Track the status
Confirm the signed copy is saved
Where to go
Start from the main Payments area.
Click Payments in the main navigation
Open Documents & Contracts
Choose one of the available options:
All Documents & Contracts
Templates
To create a new document or contract:
Go to Payments → Documents & Contracts → All Documents & Contracts
Click + New
Create a new document
Kyrios documents and contracts works similar to a Word document. You can drag and drop sections as needed.
If you have existing text that you would like to copy and paste into the system, drag a Text Box to the screen and paste your text or type what is needed.
Add signature fields and any required information
Review the document
Add the customer or recipient
Send it for signature
You can also review documents from a contact record when you are already working with a specific customer.
Step 1 — Start with a template when possible
Templates help keep agreements consistent. When you create any document or contract, you can save that as a template to reuse any time necessary.
Use a template when you send the same type of document more than once, such as:
service agreements
contracts
estimates that need approval
onboarding documents
authorization forms
This keeps you from rebuilding the same document every time.
Step 2 — Add dynamic information
Kyrios documents can use contact information and custom values.
That means the system can pull in information like:
business details
contact details
opportunity information
dates
pricing
signer information
This helps keep documents accurate and connected to the rest of the system.
Step 3 — Add signature fields
Use eSignature fields where a customer, staff member, or other signer needs to sign.
You can also use fillable fields for information that needs to be completed before signing.
Step 4 — Send the document
Once the document is ready:
Review the preview
Confirm the recipient
Send the document
The customer receives the document and can complete the signing process electronically.
Step 5 — Track status
After sending, you can track whether the document is:
draft
sent
viewed
completed
signed
This gives you visibility without chasing the customer manually.
What happens after signing
Once the document is signed:
signed copies are sent to the signers
the completed document is attached to the contact record
your team can review it later from the contact or Documents & Contracts area
Where to look
You can manage documents in:
Payments → Documents & Contracts
Contact record → Documents & Contracts
Helpful resources
Use these if you need more detail:
What to ignore for now
You do not need to start with:
workflow triggers for documents
automated document sending
optional product items
advanced global settings
complex signing rules
Those are useful later. Right now, the goal is send an agreement, collect the signature, and keep it attached to the customer.
Important note
Documents and contracts are part of your revenue process. They help turn “yes” into a signed agreement without adding more manual tracking.
Start with one reusable document. Send it. Track it.
Once that works, paperwork stops being a loose end and becomes part of the system.
Final Note: As you get more advanced, you can attach document and contract templates to Kyrios workflows to fill and send them automatically.