Before you start, prepare your document in an external tool like Word or Google Docs and export it. Once uploaded to Hubflo, you'll place fillable fields like signatures, names, dates, directly onto the document.
To get started, go to Smartdocs in the left sidebar:
Click New Smartdoc.
Upload your document.
Add fields
Drag fields from the right-hand panel onto the corresponding areas of your document. Fields include the basics like name, address, email, date, signature, and initials, checkboxes, radio buttons, and heading labels for section titles.
Configure each field
Hover over any field to open its settings. From there you can make it required, add placeholder text, set conditions, change the font, or copy it so it shows on all pages of the document.
Add multiple signers (optional)
If more than one person needs to sign the document, click First Party + in the field panel to add another signer.
Tip: Rename each party by clicking the pencil icon next to their name so it's clear who signs what.
You can add as many parties as needed. Once you've added a party, assign the relevant fields to each one.
Preview and save
Click the eye icon in the top right to preview the Smartdoc exactly as your client will see it. When you're happy with it, click Save.
Important: Smartdocs cannot be deleted once created (only archived). Make sure you're happy with the document before saving it.
Map fields to CRM attributes (optional)
After saving, you can connect your Smartdoc fields to Hubflo CRM attributes so that when a client fills out and submits the Smartdoc, their profile is automatically updated with that information.
From the Smartdocs list, click the plug icon (🔌) next to your Smartdoc.
In the mapping panel, match each field to its corresponding CRM attribute, for example, link the First Name field to the First Name attribute.
Save your mapping.
Note: If a CRM attribute already has a value, it will pre-fill in the Smartdoc when the client opens it. The client can still edit pre-filled fields before submitting.