When to use this
A contractor was sent a membership agreement or another document through Payments and it has not been signed, or they say the email never arrived. Resending pushes the same document back to their inbox with a fresh signing link. Nothing is re-created and nothing they already filled in is lost.
Already signed?
If the person actually signed and just needs their copy again, everything below is the same, except at the filter step you click Completed instead of Waiting for others.
Find the document
Open Payments and drill down to the specific document you need to resend.
-
1
Open Payments
In the TTS admin sub, click Payments in the left-hand menu.
-
2
Open All Documents & Contracts
Under Invoices & Estimates in the top nav, click All Documents & Contracts.
-
3
Filter to Waiting for others
Click Waiting for others to see documents that were sent but not yet signed. If the person already signed and you just need to resend their copy, click Completed instead.
-
4
Open the document's menu
Find the person's document in the list (match the name), then click the three-dot menu on that row.
-
5
Click View
Choose View from the menu to open the document.
Resend it
With the document open, send it back out.
-
6
Click Resend
In the open document, click Resend in the top-right.
-
7
Click Send Document
Click Send Document to bring up the send options.
-
8
Click Send
Confirm by clicking Send. The document goes back out to their email.
If they still don't see it
All sent. If the contractor still cannot find it, have them check their Spam folder. If it landed there, ask them to mark it Not Spam and star the email, so the next one we send lands in their inbox.