---
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
canonical: "help.nexudus.com/creating-documents-for-contacts-using-document-templates"
---

> ## 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 {{variable.contacts}} from the {{variable.Operations_Section}} of the {{variable.AdminPanel}}. 

:::(Info) (Want to generate documents for {{variable.members}}?)
Check out [Generating Document Templates for Members](/docs/creating-documents-for-members-using-document-templates){target=`_blank`} instead. 
:::

How you generate the document depends on whether you want to share the document with the {{variable.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 {{variable.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 {{variable.contact}} wants to see a breakdown of monthly prices for a specific {{variable.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 {{variable.assets}} assigned to a specific {{variable.customer}} for your records.*

## Creating Documents with Digital Signature
You can generate a document for a {{variable.contact}}, share it, and request their signature all in just a few clicks on the Admin Panel. 

:::(Info) (We recommend [previewing {{variable.documenttemplates}}](/docs/testing-document-templates#testing-documents){target=`_blank`} before sending them to {{variable.customers}}.) 
:::

:::(Warning) (You can only request one digital signature at a time for {{variable.contacts}}.)
:::

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


* * * 
1. {{snippet.FirstStepProcedure}}
2. Click {{variable.Customers_Link}}.
3. Click the three dots icon next to the relevant {{variable.customer}} record. 
4. Click **Create document**. 
5. Select a {{variable.documenttemplate}}. 
6. Toggle off **Attach this file to the {{variable.customer}} account instead of downloading it** if you want to download a copy to your device right now.
:::(Info) (Whether you toggle this on or off, you can find a copy of this file in the {{variable.customer}}'s record under CRM > Files.)
:::

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

:::(Warning) (You need to have the [digital signature](/docs/digital-signature){target=`_blank`} integration enabled to use this feature.)
:::

8. {{snippet.Yes_Step}}
* * *
All set! The {{variable.customer}} should receive an email with a link to sign their document in minutes. You can check the {{variable.EmailQueue_Link}} to make sure they've received the notification. 

![ESignatureRequestNotification.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/ESignatureRequestNotification.png){height="500" width=""}

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

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

You can download both the original document and the signed copy from the {{variable.AdminPanel}}. 
![SignedFiles.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/SignedFiles.png){height="" width=""}

## Creating Documents without Digital Signature
You can also generate a document for a {{variable.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){height="" width=""}
* * * 
1. {{snippet.FirstStepProcedure}}
2. Click {{variable.Customers_Link}}.
3. Click the three dots icon next to the relevant {{variable.customer}} record. 
4. Click **Create document**. 
5. Select a {{variable.documenttemplate}} from the drop-down list. 
6. Toggle on **Attach this file to the {{variable.customer}} account instead of downloading it**.
7. Keep **Request the customer to digitally sign this document** toggled off. 
8. {{snippet.Yes_Step}}
9. Click on the {{variable.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 {{variable.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){height="500" width=""}

Clicking on the link will redirect them to the *Files* tab under **My Activity** on the {{variable.MembersPortal}} 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){height="" width=""}

## Creating Internal Documents
You can easily generate documents for {{variable.contacts}} and attach them to their account on the {{variable.AdminPanel}}. 

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

:::(Info) ({{variable.Customers_CAP}} 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){height="" width=""}
* * * 
1. {{snippet.FirstStepProcedure}}
2. Click {{variable.Customers_Link}}.
3. Click the three dots icon next to the relevant {{variable.customer}} record. 
4. Click **Create document**. 
5. Select a {{variable.documenttemplate}} from the drop-down list. 
6. Toggle on **Attach this file to the {{variable.customer}} account instead of downloading it**.
7. Keep **Request the customer to digitally sign this document** toggled off. 
:::(Warning) (Toggling on this button will send the file to the {{variable.customer}}.)
:::
8. {{snippet.Yes_Step}}

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

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

You can always [share the document](/docs/sending-files-to-customers){target=`_blank`} with the {{variable.customer}} at a later date.