---
title: How To Create, Edit, And Send A Document
description: Create, edit, and send documents and agreements in Exterio. Covers templates, pre-filled fields, customer fill-in areas, e-signature, and sending as a link.
---
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October 27, 2026
# How To Create, Edit, And Send A Document
## Documents and agreements are anything you send a customer that isn’t a proposal — a state-required form, a waiver, a disclosure, an agreement. Send them for the customer’s records, for them to fill in, or for them to sign.
#### When would I use this?
- Sending a state-required document on a job
- Getting a waiver or disclosure signed
- Sharing a form the customer needs to fill in
- Sending paperwork to an adjuster or other party on the project
#### Before you start
**You need a document template.** Documents can’t be sent without one. The template determines what pre-fills, where you fill information in, where the customer fills information in, and where e-signature is required.
Templates are configured in your document and agreement template settings.
#### Where do I create a document?
1. Open the project and go to the **Documents and Agreements** tab.
2. Click **New Document** — from the top right or the center of the screen.
3. Select the template you want to use.
4. Click **Create Document**.
#### What gets pre-filled?
Any field your template marks to pre-fill populates from the project or contact information.
#### What do the colored areas mean?
| Color | What it means |
| --- | --- |
| **Blue** | Dynamic areas the **customer** fills in |
| **Orange** | Areas **you** need to fill in before sending |
Orange is your checklist. Project name, your title, anything the template expects from your side — fill those in before the document goes out.
#### How do I navigate the document?
**Zoom in and out** to read closely, and **move between pages** on multi-page documents.
#### What are my options once the document is ready?
| Action | What it does |
| --- | --- |
| **View document** | Review it |
| **Download PDF** | Save a copy |
| **Print PDF** | Print it |
| **Save** | Come back to it later |
| **Send to customer** | Deliver it |
#### How do I send a document?
Click **Send to Customer**. Despite the name, you can send to anyone on the project.
1. Choose your **delivery method** — email, text message, or both.
2. The **primary contact** pre-fills in the To field. Change it, or add **CC** and **BCC** recipients.
3. Use your **template message** for documents and agreements, or write your own.
4. Attach **project files** or **upload files** if needed.
5. Send.
#### Does the customer receive a PDF attachment?
**No — documents send as a link, not an attachment.**
The customer views the document digitally, then can download it as a PDF, print it, or e-sign it depending on what your template requires.
#### Do documents have to be signed?
No. A document can simply share information with no e-signature and no customer input required.
#### Tips and gotchas
- **Check every orange field before sending.** Orange exists because the template knows something is missing. A document that reaches a customer with a blank where your title should be looks careless on paperwork that’s often legal.
- **Verify what pre-filled.** Pre-fill pulls from the project and contact records. If the contact’s name or address is wrong there, it’s wrong on the document — and on a legal form that matters more than it does in an email.
- **Send to whoever actually needs it.** The primary contact pre-fills, but adjusters, property managers, and co-owners are often the right recipient. The button says customer; the field doesn’t care.
- **Use both email and text for anything time-sensitive.** A state form holding up a permit gets signed faster when it arrives two ways.
- **Documents that don’t need signing still belong here.** Sending information through the project keeps it on the record and in the customer’s communication log, rather than disappearing into someone’s sent folder.
- **Save and come back rather than rushing.** If you’re missing information, save the document instead of guessing at a field. A document sent with wrong information has to be re-sent, and the customer now has two versions.
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