Lightfolio

Make your documents stand out with personalized titles.

How Do I Rename My Document Title?

You can add a client to a contract, invoice, or other document when creating a document, or when editing a document in the Document Builder.

You can add multiple signers (i.e., multiple signature fields) to a single document in the Document Builder.

You can edit a contract, invoice, or other document you’ve already sent by following these steps.

If you need to resend an invitation to view a contract, invoice, or other document on Lightfolio, you can do so by following these steps.

You can sign a contract or other document before sending it to other parties by following these steps.

If your participants are not showing up on your document, follow these steps.

Learn how to add another type of document, such as a form or pricing information, as a page in your document by following these steps.

Learn how to add a Lightfolio template or your own template as a page to your document by following these steps.

Learn how to rearrange the pages or delete pages in your document by following these steps.

Follow these steps to create documents using a Lightfolio Template.

Follow these steps to reuse a contract, invoice, or another document as a template for future clients.

To change the font, colors, or text formatting on your template, follow these steps.

To add or change the participants or signature fields on your template, follow these steps.

Follow these steps to rename your template title in the document builder.

Learn about document content blocks and how to add, edit, or delete them by following the steps in this article.

Learn how to make your document template accessible by a direct link in the Document Builder settings.

Find answers and get help from Intercom Support and Community Experts

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