It often happens when you need to upload the agreement which all coworking space users must sign, or attach the user's individual contract. Your app covers the following use cases:
Uploading the general agreement which all app users must sign.
Sharing the link to the contract with your customer.
Uploading a copy of the individual contract and sharing it with your team.
Upload the general agreement
Share the link to the contract
Use in-built Chats in your app to send the links for your users to e-sign the contract through your app. They can open this link from the app, add a signature online and communicate with you about it in a single chat.
Upload a copy of the contract
To keep individual contracts attached to certain users' profiles in your app, use the "Notes" field:
Copy a link to the e-contract of your customer.
Go to Community > select user/company.
Locate the "Notes" section and add the link to the contract there. The change will be auto-saved.
The link to the contract will become visible to the administrators only, and you can view the contract details from the user's/company's profile immediately.