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Hubflo - Create & Send a Smartdoc
Hubflo Team
Updated: Jun 13, 2024
Description
Click through a step-by-step, interactive demo walkthrough of Demo-hubflo, powered by Supademo.
Steps
1
To start off, click on "Smartdocs".
2
Afterwards, click on "New smartdoc".
3
After, drag/select a new template from your computer
4
Start editing your smartdoc by draging/droping elements such as client's first name/address/date
5
example: First Name/Last Name of your client
6
Video step
7
When you've added all the desired elements, click 'Save'
8
Next, click on "send" and either chose an existing client or create a new one.
9
Afterwards, click on "send".
10
You can check the completions in this tab.