Custom Options

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

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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

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See Contract Sending settings for an overview of the settings.