Document FAQ/KB

How to send a document?
Once completed, you can directly send the document to the intended recipient by clicking on the send email button on the top right of your editor.  ...
Mon, 2 Mar, 2020 at 2:55 AM
How to add input fields into your document?
Input fields allow you to add fields that can be filled by you or your customer at the time of signing, these fields can be used for anything from adding th...
Sat, 27 May, 2023 at 3:00 PM
How to set up payments in a document?
Steps to add the payments in a document- Click on the “Payments” option and enable the toggle “Payment Gateway” Note:  You need to first set ...
Mon, 12 Feb, 2024 at 12:46 PM
How to enable 'Use Revenue/Cost of Documents' by default?
While creating an opportunity, you may want the cost and revenue figures generated from the linked document to populate the revenue fields and margin. In or...
Thu, 18 Jan, 2024 at 6:56 PM
How to Sign a Document: A Step-by-Step Guide
Once the document is sent to the recipients, they will need to sign it following these simple steps. This guide explains how to sign the document, fill in a...
Mon, 23 Dec, 2024 at 8:52 PM
How do I extend the expiry date on a document that's already expired?
Before you begin: This article assumes you're already in the document editor. If you haven't created a document yet, see Creating and Editing Docume...
Mon, 26 Oct, 2026 at 8:35 PM
Can I turn off expiration entirely for a specific document?
Yes. Document expiration is optional and can be switched off for any individual document. Before you begin: This article assumes you're already in the ...
Mon, 26 Oct, 2026 at 8:33 PM
How to download a document in PDF format?
You can generate a PDF version of your document straight from the editor at any time, without emailing or sharing it with your client first. This is a conve...
Mon, 26 Oct, 2026 at 8:31 PM
How do I add a hyperlink to text within the editor?
Zomentum's document editor lets you turn any word or phrase into a clickable link, so you can point clients to a website, resource, or additional inform...
Mon, 26 Oct, 2026 at 8:27 PM
How do I embed a video in a Zomentum document?
Yes,  you can embed a video directly into your Zomentum document. Videos are a great way to add a personal touch or explain your product or service in more ...
Mon, 26 Oct, 2026 at 7:04 PM