Document Management

1. Creating a New Document:
   • Upon logging into your Nubytes account, navigate to the 'Documents' section.
   • Click on the 'Create New Document' button to initiate the document creation process.
2. Uploading a File or Typing Out the Document:
   • Users have the option to upload a document from their computer by clicking the 'Upload File' button.
   • Alternatively, users can choose to manually type out the document using the built-in text editor.
   • Filling details on the Form
3. Adding Collaborators and Clients:
   • Users can collaborate with team members and clients by adding them as collaborators to the document including guest if there is need for guest signature.
   • Collaborators can view, edit, and provide feedback on the document in real-time.
4. Billing and Client Management:
   • Integrate billing functionality to automatically generate invoices based on document creation and task activities.
   • Users can track billable hours or services associated with the document.
5. Creating PDF of the Document:
   • Once the document is finalized, users can generate a PDF version by clicking on the 'Generate PDF' button.
   • The PDF format ensures compatibility and easy sharing across different platforms and devices.
6. Adding Digital Signature:
   • Enhance document security and authenticity by adding a digital signature.
   • Users can electronically sign the PDF document using a secure digital signature tool integrated within the platform.