This section allows you to create additional document sections. You may want to create a section
for production documents or work orders. This gives you the flexibility to use a different set
of rules regarding the documents in this section. They could be emailed to a different email
address, not emailed to the customer, or just attached to the CRM and not emailed at all.
1. Click on App Settings then Custom Options
2. Click New
3.You will be prompted to fill out a bit of information. The Main Menu Title is what will appear on the left hand side of the iPad. It will also display on the left hand side of login.Leaptodigital.com
See Contract Sending settings for an overview of the settings.