---
title: "Creating Documents For Members Using Document Templates"
slug: "creating-documents-for-members-using-document-templates"
updated: 2025-10-07T14:24:21Z
published: 2025-10-07T14:24:21Z
---

> ## 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 Members Using Document Templates

You can easily generate documents for members using document templates via the **CRM** tab in their account.

*For example, a member is renewing their plan for another year and needs to sign the new contract.*

          Want to generate documents for contacts?

          

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

You can choose between [sharing the files with the customer](/docs/sending-files-to-customers) or keeping them internal. If you share the document, you can also [request a digital signature](/v3/docs/digital-signature).

![GeneratingDocumentTemplatesForMembers.gif](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/GeneratingDocumentTemplatesForMembers.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 **CRM > Files**.
4. Click on **Add documents**.
5. Under **Document details**, select **Create the document by using a Contract Template**.
6. Under **Contract name**, select the relevant contract.
7. Under **Document template to use**, select the relevant document template.
8. Click on **Preview File** to open a pop-up screen that lets you check the way the file will be displayed to the customer.

          We recommend previewing document templates before sending them to customers.

          

If something doesn't look right, check out [Troubleshooting Document Templates](/docs/troubleshooting-document-templates).

1. Add **Notes** if needed.

> These notes are included in the email notification customers receive if you share the file with them.

1. Toggle on **Share this document with the customer** if you want customers to receive an email notification about the file and be able to access it on the Members Portal.
2. Toggle on **Request the customer to e-sign this document**  if you want the customer to sign the document you share with them.

          You need to have the [Digital Signature](/v3/docs/digital-signature) integration enabled to use this feature.

          

1. Click the **Save Changes** button.

---

The document is now available on the Admin Panel. If you requested a digital signature, we'll create a signed copy of the document as soon as the customer signs it.

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

If you toggled on **Share this document with the customer**, they will also 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)