DOC

Document Management

Templates, merge fields, e-signatures — paperwork automated.

Upload, template, generate with merge fields, send for signature. A signing page for external signers, with automatic completion once everyone has signed.

See This in Action All Modules

How it connects

Generated documents can use details from CRM Contacts, Accounts, Deals, Quotes, Invoices and Tickets
E-signature requests are emailed to signers
Signed documents complete automatically when all signers sign
Files can be attached to any CRM or Commerce record

What you can do in Document Management.

Each area below describes the task it helps your team with and how it connects to the rest of Sentinel.

Files

How it connects

Uploaded files can be linked to any CRM or Commerce record. PDFs generated from Templates are stored here and are available for e-signature requests.

Features

Upload files from your computer
See every file with its type, record, size, uploader and date, and open it in a new tab
Download or delete a file, with a confirmation before deleting
Breakdowns of your files by record type and by file type
Attach files to contacts, accounts, deals, quotes, invoices and tickets

Templates

How it connects

Generated documents are stored in Files and can be sent for e-signature. Templates can pull live details from any CRM or Commerce record.

Features

Create a template with a name, category, description and body
Insert merge fields, such as a contact name or an invoice total, in a click
Merge fields in your text are detected and previewed for you
Generate a document by choosing a template and a record — the merge fields fill in automatically
Pull in details from contacts, accounts, deals, quotes, invoices, tickets, your company and the date
Activate, deactivate, edit or delete any template

E-Signatures

How it connects

Signers are emailed their request. Once everyone has signed, the request is marked as signed automatically. Completed or declined requests can start Automation workflows.

Features

Send a document for signature with a message, an expiry date and as many signers as you need
Each signer gets a personal signing link that works without logging in
Copy a signer's link if you want to share it yourself
Follow progress for each request, signer by signer
Requests that are about to expire are highlighted
Cancel a request that is still pending
Signers are emailed when you send a request, and you are notified when it is complete
Signers preview the document, confirm who they are, then sign or decline