Key Benefits
Documents & Contracts helps teams manage agreements from one place.
Key benefits include:
Centralized document dashboard
Reusable templates
E-signatures with audit tracking
One-time or recurring payment options
Email delivery and share links
Workflow triggers based on document activity
Access Documents & Contracts
To open the Documents & Contracts dashboard:
Go to Payments.
Click Documents & Contracts.
Select All Documents & Contracts.
Dashboard Overview
The Documents & Contracts dashboard shows all documents, proposals, estimates, and contracts in one place.
Use the dashboard to review:
Draft documents
Documents waiting for others
Completed documents
Documents with payments
Archived documents
Each row displays key information such as title, status, customer, date modified, and value.
Filter Documents by Date
Use the date filter to narrow the dashboard by document date.
To filter documents:
Click the Start Date field.
Select the start date.
Select the end date.
Review the filtered document list.
Create a New Document
You can create a document from scratch, upload a PDF, or import a template.
To create a document:
Click + New.
Select one option:
New Document
Upload existing PDFs
Import from template library
Add Elements and Fillable Fields
The document editor includes blocks and fillable fields.
Use Add an Element to insert:
Text
Image
Video
Table
Product list
Page break
Signature
Text Field
Date
Initials
Checkbox
After adding a fillable field, assign it to the correct signer when required.
Manage Pages
Use the Pages panel to manage multi-page documents.
You can:
View document pages
Add pages
Navigate between pages
Reorder pages when supported
Review uploaded PDF pages
Use Document Variables
Document variables are dynamic placeholders that populate document information automatically.
Examples include:
Document created date
Document reference number
Account name
Custom fields
Use variables to avoid manually entering repeated business or customer details.
Use the Content Library
The Content Library stores reusable document content. Use the Content Library to:
Reuse saved sections
Reuse saved pages
Insert commonly used contract language
Speed up document creation
Saved content can be inserted into new documents or templates and edited after insertion.
Add Recipients
Recipients define who receives or signs the document.
Use the Recipients panel to:
Add the primary client
Add more recipients
Set a signing order
Choose whether recipients sign sequentially
Assign fields to the correct signer
Configure Payment Settings
Payment Settings allow you to collect payment as part of the document process.
You can configure:
One-time payments
Recurring payments
Direct payment after signing
Invoice sending after signing
Live payment mode
Autopay settings
Payment schedules
Edit the Send Email Before Sending
Before sending a document, review the send modal.
Use this step to:
Confirm the document name
Confirm recipient email addresses
Add CC recipients
Select an email template
Edit the email preview
Send the document
Configure Document Settings
Document Settings control how the document email and post-signing experience work.
Use Document Settings to:
Override the default email configuration
Set From Name
Set From Email
Update the email subject
Choose an email template
Redirect the recipient to a custom URL after signing
Add attachments
Use the Editor Action Menu
The three-dot menu inside the editor provides document-level actions.
Available actions may include:
Mark as Completed
Download PDF
Convert to Template
Add Expiry
Delete
Send or Share the Document
When the document is ready, click Send.
You can choose:
Send Document
Share via link
Use Send Document when Kyrios should email the document to the recipient. Use Share via link when you want to copy and send the document link manually.
Workflow Automation
Documents & Contracts can be used with workflows to automate follow-up and internal processes.
Workflow triggers may be based on events such as:
Document created
Document sent
Document viewed
Document signed
Document completed
Use workflow automation to notify users, send reminders, update contact records, or move deals forward after document activity.
Common Issues and Fixes
A document stays in Waiting for others
The document remains in Waiting for others until every required recipient completes their assigned fields.
A sent document does not update after I edit the template
Template edits only apply to future documents created from that template. Already sent documents have not changed.
A recipient cannot sign the document
Check that the required signature, initials, text, date, or checkbox fields are assigned to the correct recipient.
Payment is not available in the document
Confirm that payment settings are configured and that the account has a connected payment provider.
FAQ
What happens if a client partially signs but does not complete the document?
If multiple signers are assigned and only some complete their fields, the document remains in Waiting for others. The document moves to Completed only after every required signer finishes.
How secure are e-signatures and payment details?
Documents use secure online delivery and signature tracking. Payment details are processed through the connected payment provider.
Can I create conditional content in documents?
No. Documents are static once created. Create separate templates when different versions are needed.
What happens if I edit a template after sending a document?
Editing a template does not change documents that were already sent. Changes only apply to future documents created from that template.
Can I accept payments in a document?
Yes. Use Payment Settings to configure payment collection, invoice sending, recurring billing, or one-time payments.
How do expiry dates work?
Use the editor action menu to add an expiry date. After the expiry date passes, the document can no longer be signed.
Can workflows trigger based on a specific template?
Yes. Workflows can use document-related filters such as document status and template name when those options are available in the workflow builder.