video1.0<iframe src="https://www.loom.com/embed/6bc607ddf2584dd780a926f2179ea577" frameborder="0" width="2114" height="1585" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>15852114Loomhttps://www.loom.com15852114https://cdn.loom.com/sessions/thumbnails/6bc607ddf2584dd780a926f2179ea577-703395f90a2a7e7a-full.jpg204.7In this Loom, I walk you through the documents and contracts workflow in Payments Invoicing. I show how to manage templates and contract settings, set up customer and team notifications, preview email and document layouts on Desktop, Mobile, and Tablet, and configure payment and invoicing preferences under Product Envoicing. I also cover the Draft, Waiting for Others, Completed, Payments, and Archive tabs, plus menu options like View History and View Document. I then guide you through creating a new document or contract by choosing or importing a template and sending it for e sign. No specific action is required beyond following these steps when you are ready.