After you create a new SmartDoc, it is a good to test it on a personal email address before you send to a client. You should set yourself up as a contact and send the proposal to you personal email address.

You should be logged out of the system before you open the link in the email, otherwise you will be brought straight into your Admin View. If you are logged with your Manage View you will see a Mange/Contact toggle switch (as per image below). When a client logs in, they will not see this switch.

If you do not want to log out of the system to test, you could open a different Web Browser (if you are using Google Chrome, you could open the SmartDoc in Firefox etc). Alternatively, you could use an incognito window.

Auto Expire In SmartDocs

Can I edit a document/contract that has been sent in SmartDocs?

​Still have questions?

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