Once the document templates are saved in Salestrekker (see how to produce templates here), they can be produced for every deal.

Open the deal you want to produce documents for. In 'Deal View' click on 'Create Document' tab (A).

Compliance and sales documents will be listed in the right-hand side column (B) and other document templates in the left-hand side (C).

What will determine if it's one or the other are the labels which you have added when creating document templates.

Documents can be generated to include or exclude security guarantor details (D).

Selecting the document templates with the checkbox (E) and confirming with the 'Create' button (F) will produce those documents in your deal. You can select as many templates as you want.

Please note that some of the compliance documents might be locked/greyed out. The main reason for this would be if the required questions to produce documents have not been answered in the Compliance comments and documents tab of 'Broker Tools'.

You can find the list of all unanswered questions above the list of document templates in the 'Create Documents' section.

Salestrekker offers a few options to share documents you have created with your clients.

1. Send via email

Once you have produced documents, one of the best options is to email it to your clients or other contacts working on the deal. In order to do that we have the option to 'Send via Salestrekker'.

Click on the client's email address in 'Deal View' summary section and choose to send the email via Salestrekker.

In the popup window, select an existing email template or write a new one, select the documents to attach to the email and send. The email will be recorded in deal notes.

Here is where you can find out more about building email templates.
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2. Share documents on Client Portal

If you have already shared the deal with your client on the portal, you can click on the 'Documents' tab and choose to share these documents with your client through the portal. You can do that by clicking on the share icon next to the document you want to share.

Clients will then see documents on their portal and will be able to download them.
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You can then notify the client that the documents have been uploaded (please check clients notifications under client portal settings if you want them to receive email/SMS as well).
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If you need clients to sign your document you can then request documents from clients via 'Request document' button and they will be able to upload it to the client portal.

3. Send documents for eSignature

One last option after merging your clients' documents would be to have them sign them electronically. In order to do that please read our article on eSignatures.

I hope this article has assisted you with adding and sharing documents more efficiently with your clients.