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hi this is Betty Lee Owen customer success manager F panadol and Im going to show you how to create a document and send it in two minutes first you log into the docHub then click on new document you can choose a local file or a file that you have on a cloud storage service like Dropbox Google Drive box onedrive or huddle I just chose a local file as you can see I uploaded a PDF document however you can also use Word documents and PowerPoint presentations as well once it is done processing you can quickly change the name of the document if you already have the CRM connected to docHub type in the first few letters of your clients first name and select the correct one from the drop-down menu I added myself as a recipient as well once the document is done loading Im going to quickly scroll down to where I know where their signature field Im going to quickly drag a signature field aside to my client will Im going to add a date feel and make a quick adjustment for the size and again
