Once your Smartdoc is saved, you have several ways to get it to your client.
Send via email
Click Send next to the Smartdoc. You can choose an existing contact from your Hubflo CRM, or select Create and send to add a new contact on the spot.
The client receives an email with a secure link to the Smartdoc.
Auto-assign to new clients
Automatically send a Smartdoc to every new client who is invited to your portal. Ideal for standard onboarding documents like intake forms, NDAs, or service agreements.
From the Smartdocs list, toggle on Auto-assign next to the Smartdoc.
From that point on, every new client joining a workspace will automatically receive this Smartdoc.
Request from a workspace
Send a Smartdoc directly from within a workspace without leaving the workspace view. The Smartdoc is automatically linked to that workspace.
Go to Workspaces
Open the workspace and go to the Smartdocs tab.
Click Request a Completion.
Select the Smartdoc and the contact(s) to send it to.
Click Send to confirm.
How clients access and complete a Smartdoc
When you send a Smartdoc, your client can access and complete it in two ways:
Via email
Your client receives an email with a secure link to the Smartdoc. They can open it, fill in all required fields, and submit it directly from their browser.
Via the client portal
Clients who have accepted a workspace invitation can also access their Smartdocs from the portal. They'll see a Completed documents section in the sidebar, which shows:
Documents that are pending their signature or completion
Documents they have already completed
Note: The Completed documents section only appears if the client has at least one Smartdoc assigned to them.
When completing a Smartdoc, clients can add their signature in three ways:
Type their name and Hubflo generates a signature
Draw their signature using their mouse or touchscreen
Upload an image of their handwritten signature
Once submitted, the client can download the completed document from the same page.
