Document Templates & Send Documents

Setting up a form can be tedious. That is why we have introduced the Documents Template Table. This table will contain various document templates you can customize to suit your firm's needs. DataGrows will then automatically insert your firm and client information into these documents based on the client you selected and send the document off to that client with the push of a button.

The first document that we have introduced is the Client Engagement Letter.

Typically, setting up this document takes up a lot of valuable time. With this new feature, you will customize the document once, and DataGrows will fill in the rest for each new client.

This video will explain how it works.

For all other documents, this video provides further explanation.