---
title: "Creating Documents For Contacts Using Document Templates"
slug: "creating-documents-for-contacts-using-document-templates"
updated: 2025-10-07T14:27:09Z
published: 2025-10-07T14:27:09Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating Documents For Contacts Using Document Templates

You can easily generate documents for contacts from the **Operations** section of the Admin Panel.

          Want to generate documents for members?

          

Check out [Generating Document Templates for Members](/docs/creating-documents-for-members-using-document-templates) instead.

How you generate the document depends on whether you want to share the document with the customer or keep it internal. If you want to share the document, you can request a digital signature at the same time.

- **[Creating Documents with Digital Signature](/v3/docs/generating-documents-for-contacts-using-document-templates#creating-documents-with-digital-signature)** *For example, a contact needs to sign a quote for an event space with several additional add-on products.*
- **[Creating Documents Without Digital Signature](/v3/docs/generating-documents-for-contacts-using-document-templates#creating-documents-without-digital-signature)** *For example, a contact wants to see a breakdown of monthly prices for a specific plan before signing a contract.*
- **[Creating Internal Documents](/v3/docs/generating-documents-for-contacts-using-document-templates#creating-internal-documents)** *For example, you want to generate a list of all the equipment assigned to a specific customer for your records.*

## Creating Documents with Digital Signature

You can generate a document for a contact, share it, and request their signature all in just a few clicks on the Admin Panel.

          We recommend [previewing document templates](/docs/testing-document-templates#testing-documents) before sending them to customers.

          

          You can only request one digital signature at a time for contacts.

          

![SharingDocumentsWithDigitalSignature.gif](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/SharingDocumentsWithDigitalSignature.gif)

---

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**Operations > Members and contacts**](https://dashboard.nexudus.com/operations/coworkers).
3. Click the three dots icon next to the relevant customer record.
4. Click **Create document**.
5. Select a document template.
6. Toggle off **Attach this file to the customer account instead of downloading it** if you want to download a copy to your device right now.

          Whether you toggle this on or off, you can find a copy of this file in the customer's record under CRM > Files.

          

1. Toggle on **Request the customer to digitally sign this document**.

          You need to have the [digital signature](/docs/digital-signature) integration enabled to use this feature.

          

1. Click **Yes, do it** to confirm.

---

All set! The customer should receive an email with a link to sign their document in minutes. You can check the [**Settings > Email queue**](https://dashboard.nexudus.com/settings/5/3/0) to make sure they've received the notification.

![ESignatureRequestNotification.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/ESignatureRequestNotification.png)

Once they've signed the document, both you and the customer will receive an email notification with a link to the signed document. They can also download it from the Members Portal.

![SignedFiles_MP.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/SignedFiles_MP.png)

You can download both the original document and the signed copy from the Admin Panel. ![SignedFiles.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/SignedFiles.png)

## Creating Documents without Digital Signature

You can also generate a document for a contact and share it with them without requesting a signature.

*For example, a customer wants to see a breakdown of monthly prices for a specific plan.*

![SharingDocumentsWithoutDigitalSignature](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/SharingDocumentsWithoutDigitalSignature.gif)

---

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**Operations > Members and contacts**](https://dashboard.nexudus.com/operations/coworkers).
3. Click the three dots icon next to the relevant customer record.
4. Click **Create document**.
5. Select a document template from the drop-down list.
6. Toggle on **Attach this file to the customer account instead of downloading it**.
7. Keep **Request the customer to digitally sign this document** toggled off.
8. Click **Yes, do it** to confirm.
9. Click on the customer record.
10. Click on to **CRM > Files**.
11. Click the three dots icon next to the relevant file.
12. Click **Send.**

---

All set! The customer will receive an email notification with a link to the file.

![CustomerFilesSendNotification.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/CustomerFilesSendNotification.png)

Clicking on the link will redirect them to the *Files* tab under **My Activity** on the Members Portal from where they can see all the files you've shared and download them.

![MyActivityFiles_MP](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/MyActivityFiles_MP.png)

## Creating Internal Documents

You can easily generate documents for contacts and attach them to their account on the Admin Panel.

*For example, you want to see how frequently a specific customer is booking a particular resource.*

          Customers won't be able to view the document unless you decide to share it later.

          

You'll need to generate a new document if you want to request a digital signature.

![GeneratingInternalDocuments.gif](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/GeneratingInternalDocuments.gif)

---

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**Operations > Members and contacts**](https://dashboard.nexudus.com/operations/coworkers).
3. Click the three dots icon next to the relevant customer record.
4. Click **Create document**.
5. Select a document template from the drop-down list.
6. Toggle on **Attach this file to the customer account instead of downloading it**.
7. Keep **Request the customer to digitally sign this document** toggled off.

          Toggling on this button will send the file to the customer.

          

1. Click **Yes, do it** to confirm.

---

All set! You can find the document in the customer's record under **CRM > Files**.

![InternalFiles.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/InternalFiles.png)

You can always [share the document](/docs/sending-files-to-customers) with the customer at a later date.