Fill out a document for a client

Open Menu, then DOCS & PROPOSALS, then Documents, find the template, and tap Use template.

You pick who it is for. The screen lets you search events by title if it belongs to an event rather than a single client, and it picks up from wherever you land next, so you can start from a client or from an event and end in the same place.

Fill in any blanks the template defines, then save. That filled copy is now its own document in the list, separate from the template, and it is the one that offers Send for signature.

Tap Preview PDF before sending anything for the first time. It is the fastest way to catch a blank you forgot.