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This instructional video allows you to learn how to create and send documents automatically using High Level. The update allows you the ability to generate documents and contracts from a PDf, removing the need for platforms like Pandadoc or DocuSign. The video demonstrates a step-by-step process of uploading a PDF, assigning fields, adding and assigning signatures, and sending the document via email. Furthermore, it explains how to configure settings to automatically send an invoice after a document is signed. This easy guide replaces manual effort, providing a streamlined and efficient method within HighLevel.
00:00 Introduction to High Level’s New Feature
00:30 Creating a New Document or Contract
01:01 Assigning Signature Fields
01:41 Adding Recipients and Assigning Signatures
02:34 Adding Date Field and Saving the Document
03:34 Sending the Document via Email
03:55 Viewing and Signing the Proposal
04:26 Automatically Sending Invoice After Document Completion
04:53 Conclusion and Next Steps
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