# How to use Documents & Contracts? > Discover how to use Documents & Contracts in GHL Customer Care. Learn templates, payments, e-signatures, workflows, and tracking to manage client agreements easily. - Source: https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/how-to-use-documents-contracts - Section: Documents & Contracts / Documents and Contracts - Reading time: 6 min - Images: 15, each explained below - Modified on Tue, 11 Aug at 11:55 AM --- Documents & Contracts in GHL Customer Care allows you to create, send, and track professional contracts, proposals, and estimates directly inside your CRM. With templates, PDF uploads, e-signatures, payments, and workflow automation, this feature centralizes your document management while improving professionalism and efficiency. --- **TABLE OF CONTENTS** - [What is Documents & Contracts?](#what-is-documents-and-contracts) - [Key Benefits of Documents & Contracts](#key-benefits-of-documents-and-contracts) - [Overview of the Documents & Contracts Dashboard](#overview-of-the-documents-and-contracts-dashboard) - [Creating New Documents](#creating-new-documents) - [Document Editor Toolbar](#document-editor-toolbar) - [Frequently Asked Questions](#frequently-asked-questions) --- # **What is Documents & Contracts?** Documents & Contracts is a built-in tool under the **Payments** section in GHL Customer Care that enables businesses to manage legally binding agreements. You can start with a blank document, upload an existing PDF, or use a prebuilt template. It also supports e-signatures, payment collection, automated triggers, and full audit tracking. This feature is designed to help agencies, small businesses, and service providers streamline client agreements, eliminate paperwork, and close deals faster. --- ## **Key Benefits of Documents & Contracts** - **Centralized Dashboard**: Manage all your contracts and proposals in one organized place under Payments. This reduces time spent searching across different tools and ensures your team always knows the status of every document. - **Custom Templates**: Reuse prebuilt templates for recurring agreements like service contracts or proposals. This speeds up document creation while ensuring consistency and professionalism across clients. - **E-Signatures with Audit Trail**: Collect legally binding signatures online, with a certificate that records signer details, IP address, and timestamps. This provides legal protection while making the signing process easy for clients. - **Integrated Payments**: Add one-time or recurring payments directly inside your contracts. This allows you to close deals and collect revenue instantly, without requiring a separate invoicing process. - **Workflow Automation**: Trigger actions when a document is created, sent, viewed, or signed. This keeps deals moving forward automatically, reducing manual follow-ups and improving conversion rates. --- # **Overview of the Documents & Contracts Dashboard** The dashboard provides an at-a-glance view of all contracts, estimates, and proposals. This is your control center for managing agreements. **Accessing the Dashboard** To manage all agreements, go to **Payments → Documents & Contracts** from the left menu. From the dropdown, select **All Documents & Contracts** to view every draft, sent, completed, or archived document in one place. ![Overview of the Documents & Contracts Dashboard (image 1 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054013600/original/b6K01QKYbW9ZyWluiwnw2pPg7nyymR8Mtw.png) **Overview of the Documents & Contracts Dashboard (image 1 of 15)** This screenshot appears in the "Overview of the Documents & Contracts Dashboard" section of "How to use Documents & Contracts?". The text alongside this image reads: To manage all agreements, go to Payments → Documents & Contracts from the left menu. From the dropdown, select All Documents & Contracts to view every draft, sent, completed, or archived document in one place. Immediately after, the guide continues: You can narrow down results by selecting a start and end date from the calendar. This is especially useful when tracking contracts created during a specific billing cycle or reviewing proposals sent within a certain timeframe. - What to choose: To manage all agreements, go to Payments → Documents & Contracts from the left menu. From the dropdown, select All Documents & Contracts to view every draft, sent, completed, or archived document in one place. - Controls: Accessing the Dashboard, Payments → Documents & Contracts, All Documents & Contracts, Date Filter, Document Status and Dashboard Columns - Next: You can narrow down results by selecting a start and end date from the calendar. This is especially useful when tracking contracts created during a specific billing cycle or reviewing proposals sent within a certain timeframe. **Date Filter** You can narrow down results by selecting a start and end date from the calendar. This is especially useful when tracking contracts created during a specific billing cycle or reviewing proposals sent within a certain timeframe. ![Overview of the Documents & Contracts Dashboard (image 2 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054013970/original/VhfehSG2aLfc1RN3pqZrAYt60Kk6HNDxpA.png) **Overview of the Documents & Contracts Dashboard (image 2 of 15)** This screenshot appears in the "Overview of the Documents & Contracts Dashboard" section of "How to use Documents & Contracts?". The text alongside this image reads: You can narrow down results by selecting a start and end date from the calendar. This is especially useful when tracking contracts created during a specific billing cycle or reviewing proposals sent within a certain timeframe. Immediately after, the guide continues: Document Status and Dashboard Columns. - What this covers: You can narrow down results by selecting a start and end date from the calendar. This is especially useful when tracking contracts created during a specific billing cycle or reviewing proposals sent within a certain timeframe. - Controls: Accessing the Dashboard, Payments → Documents & Contracts, All Documents & Contracts, Date Filter, Document Status and Dashboard Columns - Next: Document Status and Dashboard Columns **Document Status and Dashboard Columns** - The dashboard organizes your contracts and proposals into tabs: **Draft, Waiting for others, Completed, Payments, and Archived**. These tabs make it easy to track progress — for example, you can quickly see which clients still need to sign under _Waiting for others_. - Each document row displays important details including **Title, Status, Customer, Date Modified, and Value**. This lets you quickly assess which agreements are active, which ones need follow-up, and which are complete or archived for record-keeping. - A three-dot menu next to each record provides quick actions like **View, Clone, Mark as Completed, Download PDF, Convert to Template, Share via Link, Move to Draft, or Mark as Declined**. ![Overview of the Documents & Contracts Dashboard (image 3 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054054890/original/JMpofkXF1p3BE1KdyXAxo16q9p1_n3FwTg.png) **Overview of the Documents & Contracts Dashboard (image 3 of 15)** This screenshot appears in the "Overview of the Documents & Contracts Dashboard" section of "How to use Documents & Contracts?". The text alongside this image reads: A three-dot menu next to each record provides quick actions like View, Clone, Mark as Completed, Download PDF, Convert to Template, Share via Link, Move to Draft, or Mark as Declined. Immediately after, the guide continues: You can create a new document from the + New menu or clone an existing document from its three-dot action menu. - What this covers: A three-dot menu next to each record provides quick actions like View, Clone, Mark as Completed, Download PDF, Convert to Template, Share via Link, Move to Draft, or Mark as Declined. - Controls: Accessing the Dashboard, Payments → Documents & Contracts, All Documents & Contracts, Date Filter, Document Status and Dashboard Columns - Next: You can create a new document from the + New menu or clone an existing document from its three-dot action menu. --- # **Creating New Documents** You can create a new document from the **\+ New** menu or clone an existing document from its three-dot action menu. Click the **\+ New** button at the top right of the dashboard. Choose from: - **New Document**: Start from scratch using the editor. Example: Build a fresh proposal with text blocks, pricing tables, and video embeds. - **Upload Existing PDF**: Import a PDF and overlay signature or text fields. Example: A coaching contract uploaded for client e-signature. - **Import from Template Library**: Choose from existing templates. Example: A cleaning business reuses its standard service agreement. ![Creating New Documents (image 4 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054055258/original/0ilqxRWMqzRTETE5RqLlmfvJADEATM8qxQ.png) **Creating New Documents (image 4 of 15)** This screenshot appears in the "Creating New Documents" section of "How to use Documents & Contracts?". The text alongside this image reads: Import from Template Library: Choose from existing templates. Example: A cleaning business reuses its standard service agreement. Immediately after, the guide continues: Clone an existing document to create a duplicate without first converting the document into a template. - What to choose: Import from Template Library: Choose from existing templates. Example: A cleaning business reuses its standard service agreement. - Controls: + New, New Document, Upload Existing PDF, Import from Template Library - Next: Clone an existing document to create a duplicate without first converting the document into a template. ### **Clone an Existing Document** Clone an existing document to create a duplicate without first converting the document into a template. 1. Go to Payments → Documents & Contracts. 2. Find the document you want to duplicate. 3. Open the three-dot menu next to the document. 4. Select Clone. GHL Customer Care creates a new document named “Document Name Copy.” ![Clone an Existing Document (image 5 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155078162372/original/71xYxnsroXrE9JvRXFDjJFZrFgv4FiNoNw.png) **Clone an Existing Document (image 5 of 15)** This screenshot appears in the "Clone an Existing Document" section of "How to use Documents & Contracts?". The text alongside this image reads: GHL Customer Care creates a new document named “Document Name Copy.”. Immediately after, the guide continues: The editor provides a flexible drag-and-drop environment to design, configure, and finalize your documents. - What to copy: GHL Customer Care creates a new document named “Document Name Copy.” - Next: The editor provides a flexible drag-and-drop environment to design, configure, and finalize your documents. Full procedure: 1. Go to Payments → Documents & Contracts. 2. Find the document you want to duplicate. 3. Open the three-dot menu next to the document. 4. Select Clone. --- # **Document Editor Toolbar** The editor provides a flexible drag-and-drop environment to design, configure, and finalize your documents. ### **Add Elements** - Add text, images, videos, tables, product lists, and page breaks. - Insert fillable fields such as **Signature, Text Field, Date, Initials, and Checkbox**.  After you add a fillable field (Example: Signature), select the field and use the right-side Properties panel. Use **To be signed by** to assign the field to the correct signer, including a specific **staff** member in your sub-account. ![Add Elements (image 6 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054055235/original/zynodi0J5lc9ZQzp-VGvHTjzlFNzgpoz0A.png) **Add Elements (image 6 of 15)** This screenshot appears in the "Add Elements" section of "How to use Documents & Contracts?". The text alongside this image reads: Add text, images, videos, tables, product lists, and page breaks. Insert fillable fields such as Signature, Text Field, Date, Initials, and Checkbox. After you add a fillable field (Example: Signature), select the field and use the right-side Properties panel. Use To be signed by to assign the…. Immediately after, the guide continues: Manage multi-page documents. Add, duplicate, or remove pages as needed. - What to choose: Add text, images, videos, tables, product lists, and page breaks. Insert fillable fields such as Signature, Text Field, Date, Initials, and Checkbox. After you add a fillable field (Example: Signature), select the field and use the right-side Properties panel. Use To be signed by to assign the field to the correct signer, including a specific staff member in your sub-account. - Controls: To be signed by, staff - Next: Manage multi-page documents. Add, duplicate, or remove pages as needed. Full procedure: 1. Add text, images, videos, tables, product lists, and page breaks. 2. Insert fillable fields such as Signature, Text Field, Date, Initials, and Checkbox. After you add a fillable field (Example: Signature), select the field and use the right-side Properties panel. Use To be signed by to assign the field to the correct signer, including a specific staff member in your sub-account. ### **Page Management** - Manage multi-page documents. - Add, duplicate, or remove pages as needed. ![Page Management (image 7 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054055305/original/kM7D4kyPqUj2urexPNVLNcY5_55x1qqgHw.png) **Page Management (image 7 of 15)** This screenshot appears in the "Page Management" section of "How to use Documents & Contracts?". The text alongside this image reads: Manage multi-page documents. Add, duplicate, or remove pages as needed. Immediately after, the guide continues: Insert dynamic placeholders like Created Date, Reference Number, Sub-Account Name, and custom fields. Variables automatically populate with the correct data when the document is sent. - What this covers: Manage multi-page documents. Add, duplicate, or remove pages as needed. - Next: Insert dynamic placeholders like Created Date, Reference Number, Sub-Account Name, and custom fields. Variables automatically populate with the correct data when the document is sent. Full procedure: 1. Manage multi-page documents. 2. Add, duplicate, or remove pages as needed. ### **Document Variables** - Insert dynamic placeholders like **Created Date, Reference Number, Sub-Account Name**, and custom fields. - Variables automatically populate with the correct data when the document is sent. ![Document Variables (image 8 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054055358/original/iWOyklLcxDFO39MtLrNpZthkcFYU9FVlWg.png) **Document Variables (image 8 of 15)** This screenshot appears in the "Document Variables" section of "How to use Documents & Contracts?". The text alongside this image reads: Insert dynamic placeholders like Created Date, Reference Number, Sub-Account Name, and custom fields. Variables automatically populate with the correct data when the document is sent. Immediately after, the guide continues: Centralized library of reusable blocks and full pages for Documents & Contracts Save a section/page you’ll reuse via Add to Content Library and name it for easy finding Insert saved items in any doc/template from Content Library → Custom…. - What this covers: Insert dynamic placeholders like Created Date, Reference Number, Sub-Account Name, and custom fields. Variables automatically populate with the correct data when the document is sent. - Next: Centralized library of reusable blocks and full pages for Documents & Contracts Save a section/page you’ll reuse via Add to Content Library and name it for easy finding Insert saved items in any doc/template from Content Library → Custom using drag & drop Update/customize the inserted content as needed after adding it to the document Full procedure: 1. Insert dynamic placeholders like Created Date, Reference Number, Sub-Account Name, and custom fields. 2. Variables automatically populate with the correct data when the document is sent. ### **Content Library** - Centralized library of reusable **blocks** and **full pages** for Documents & Contracts - Save a section/page you’ll reuse via **Add to Content Library** and name it for easy finding - Insert saved items in any doc/template from **Content Library → Custom** using **drag & drop** - Update/customize the inserted content as needed after adding it to the document ![Content Library (image 9 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155066874970/original/Z6fpt1B1iTEXeti67Zi4fIySEYB5Y-vC5Q.gif) **Content Library (image 9 of 15)** This animation appears in the "Content Library" section of "How to use Documents & Contracts?". The text alongside this image reads: Centralized library of reusable blocks and full pages for Documents & Contracts Save a section/page you’ll reuse via Add to Content Library and name it for easy finding Insert saved items in any doc/template from Content Library → Custom using drag & drop Update/customize the inserted content as…. Immediately after, the guide continues: Define who needs to sign or receive the document. Add multiple recipients and set signing order (sequential or simultaneous). Each recipient is assigned specific fields (e.g., signature, initials). - How to confirm: Centralized library of reusable blocks and full pages for Documents & Contracts Save a section/page you’ll reuse via Add to Content Library and name it for easy finding Insert saved items in any doc/template from Content Library → Custom using drag & drop Update/customize the inserted content as needed after adding it to the document - Controls: blocks, full pages, Add to Content Library, Content Library → Custom, drag & drop - Next: Define who needs to sign or receive the document. Add multiple recipients and set signing order (sequential or simultaneous). Each recipient is assigned specific fields (e.g., signature, initials). Full procedure: 1. Centralized library of reusable blocks and full pages for Documents & Contracts 2. Save a section/page you’ll reuse via Add to Content Library and name it for easy finding 3. Insert saved items in any doc/template from Content Library → Custom using drag & drop 4. Update/customize the inserted content as needed after adding it to the document ### **Recipients** - Define who needs to sign or receive the document. - Add multiple recipients and set signing order (sequential or simultaneous). - Each recipient is assigned specific fields (e.g., signature, initials). ![Recipients (image 10 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054055462/original/pXzOH22B60ZyQubq0yMF9oAB69wAJyDNuQ.png) **Recipients (image 10 of 15)** This screenshot appears in the "Recipients" section of "How to use Documents & Contracts?". The text alongside this image reads: Define who needs to sign or receive the document. Add multiple recipients and set signing order (sequential or simultaneous). Each recipient is assigned specific fields (e.g., signature, initials). Immediately after, the guide continues: Add payment options directly inside the contract. Choose between One-Time or Recurring billing. Enable direct payment upon signing, or send invoices automatically. Supports live payment mode and autopay configurations. - What this covers: Define who needs to sign or receive the document. Add multiple recipients and set signing order (sequential or simultaneous). Each recipient is assigned specific fields (e.g., signature, initials). - Next: Add payment options directly inside the contract. Choose between One-Time or Recurring billing. Enable direct payment upon signing, or send invoices automatically. Supports live payment mode and autopay configurations. Full procedure: 1. Define who needs to sign or receive the document. 2. Add multiple recipients and set signing order (sequential or simultaneous). 3. Each recipient is assigned specific fields (e.g., signature, initials). ### **Payment Settings** - Add payment options directly inside the contract. - Choose between **One-Time** or **Recurring** billing. - Enable direct payment upon signing, or send invoices automatically. - Supports live payment mode and autopay configurations. ![Payment Settings (image 11 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054055521/original/u_xboLsFqGzSlELkJJKtx2Uwrk4rtW8fkA.png) **Payment Settings (image 11 of 15)** This screenshot appears in the "Payment Settings" section of "How to use Documents & Contracts?". The text alongside this image reads: Add payment options directly inside the contract. Choose between One-Time or Recurring billing. Enable direct payment upon signing, or send invoices automatically. Supports live payment mode and autopay configurations. Immediately after, the guide continues: Choosing a template and editing the email right before sending ensures the recipient sees the most accurate message. This reduces errors and speeds up client approvals. - What to choose: Add payment options directly inside the contract. Choose between One-Time or Recurring billing. Enable direct payment upon signing, or send invoices automatically. Supports live payment mode and autopay configurations. - Controls: One-Time, Recurring - Next: Choosing a template and editing the email right before sending ensures the recipient sees the most accurate message. This reduces errors and speeds up client approvals. Full procedure: 1. Add payment options directly inside the contract. 2. Choose between One-Time or Recurring billing. 3. Enable direct payment upon signing, or send invoices automatically. 4. Supports live payment mode and autopay configurations. ### **Edit Email & Choose Template** Choosing a template and editing the email right before sending ensures the recipient sees the most accurate message. This reduces errors and speeds up client approvals. **What You Can Do** - Pick a Template: Use the **Email Template** dropdown to select the version that fits the context.   - Edit Before Sending: The **Edit** icon is always visible, making last-second changes easy. **Steps** 1. Click **Send** on the document to open the send modal. 2. Select the **Email****Template** you want to use. 3. Click **Edit** to adjust subject or email body if needed. ![Step 3 of 4: Click Edit to adjust subject or email body if needed](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155063305986/original/kO1BqIyTad268QP0eqmXP7PaQrdUSkifZg.png) **Step 3 of 4: Click Edit to adjust subject or email body if needed** This screenshot accompanies step 3 of 4 in the "Edit Email & Choose Template" section of "How to use Documents & Contracts?". At this point in the walkthrough you click Edit to adjust subject or email body if needed. The next step is to confirm the preview and send. - What to click: Click Edit to adjust subject or email body if needed. - Controls: Edit, What You Can Do, Email Template, Steps, Send, Email, Template - Next: Confirm the preview and send. Full procedure: 1. Click Send on the document to open the send modal. 2. Select the Email Template you want to use. 3. Click Edit to adjust subject or email body if needed. <- this image 4. Confirm the preview and send. 4. Confirm the preview and send. ### **Document Settings** - Control how the document is delivered. - Override the default email configuration (From Name, From Email, Subject, Template). - Redirect clients to a custom URL after signing. - Upload attachments to be included with the document email. ![Document Settings (image 13 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054055706/original/FeEhlZioHSSaCRlS-k7zLOm5NbJ_SBtE0w.png) **Document Settings (image 13 of 15)** This screenshot appears in the "Document Settings" section of "How to use Documents & Contracts?". The text alongside this image reads: Control how the document is delivered. Override the default email configuration (From Name, From Email, Subject, Template). Redirect clients to a custom URL after signing. Upload attachments to be included with the document email. Immediately after, the guide continues: Access the three-dot menu (⋮) for additional options: Mark as Completed, Download PDF, Convert to Template, Add Expiry, Delete. - What this covers: Control how the document is delivered. Override the default email configuration (From Name, From Email, Subject, Template). Redirect clients to a custom URL after signing. Upload attachments to be included with the document email. - Next: Access the three-dot menu (⋮) for additional options: Mark as Completed, Download PDF, Convert to Template, Add Expiry, Delete. Full procedure: 1. Control how the document is delivered. 2. Override the default email configuration (From Name, From Email, Subject, Template). 3. Redirect clients to a custom URL after signing. 4. Upload attachments to be included with the document email. ### **Action Menu Inside the Editor** - Access the three-dot menu (⋮) for additional options: **Mark as Completed, Download PDF, Convert to Template, Add Expiry, Delete**. ![Action Menu Inside the Editor (image 14 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054055770/original/nKBELN39ug7iz6H8jwRCTlco_hQwoKTLEg.png) **Action Menu Inside the Editor (image 14 of 15)** This screenshot appears in the "Action Menu Inside the Editor" section of "How to use Documents & Contracts?". The text alongside this image reads: Access the three-dot menu (⋮) for additional options: Mark as Completed, Download PDF, Convert to Template, Add Expiry, Delete. Immediately after, the guide continues: Once complete, click Send to deliver. Choose between Send via Email or Share via Link. - What this covers: Access the three-dot menu (⋮) for additional options: Mark as Completed, Download PDF, Convert to Template, Add Expiry, Delete. - Next: Once complete, click Send to deliver. Choose between Send via Email or Share via Link. ### **Send Options** - Once complete, click **Send** to deliver. - Choose between **Send via Email** or **Share via Link**. ![Send Options (image 15 of 15)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155054055813/original/ntXPrrm-ptdGIrB3Za4GkFSJEUsP6YaO1w.png) **Send Options (image 15 of 15)** This screenshot appears in the "Send Options" section of "How to use Documents & Contracts?". The text alongside this image reads: Once complete, click Send to deliver. Choose between Send via Email or Share via Link. Immediately after, the guide continues: Q: What happens if a client partially signs but doesn’t complete the document? - What to choose: Once complete, click Send to deliver. Choose between Send via Email or Share via Link. - Controls: Send, Send via Email, Share via Link - Next: Q: What happens if a client partially signs but doesn’t complete the document? Full procedure: 1. Once complete, click Send to deliver. 2. Choose between Send via Email or Share via Link. --- # **Frequently Asked Questions** **Q: What happens if a client partially signs but doesn’t complete the document?** If multiple signers are assigned and only some complete their fields, the document remains in **Waiting for others**. You can remind incomplete signers by resending from the dashboard. The document won’t move to Completed until every required signer finishes. **Q: How secure are e-signatures and payment details inside documents?** GHL Customer Care applies SSL encryption to all documents and payment data. Each signature generates a certificate with IP address, email, and timestamp. Payment information is processed securely through your integrated payment provider and never stored in GHL Customer Care. **Q: Can I create conditional content in documents (e.g., show different pricing tables depending on the client)?** Currently, conditional logic inside documents is not supported. Each document is static once created. If you need variations, create multiple templates or use workflows to send different templates based on conditions. **Q: What happens if I edit a template after sending a document?** Editing a template does not affect documents already sent. Any changes will only apply to future documents created from that template. This ensures legal integrity for already signed or pending agreements. **Q: Can I accept multiple payment methods in one document?** Yes, you can configure documents to accept multiple payment processors (e.g., Stripe, PayPal) if those gateways are connected to your account. Recipients can choose their preferred method at checkout. **Q: How do expiry dates work with documents?** You can add an expiry date from the document action menu. Once the date passes, the document automatically moves to **Expired** and can no longer be signed. This is useful for time-limited offers or proposals. **Q: Can workflows trigger based on specific template usage?** Yes, workflows can filter by both **Document Status** and **Template Name**. For example, you could send a reminder only when a specific “Service Agreement” template remains unsigned for more than 3 days. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com