Where do I find customer documents, forms, and reusable templates?

For a customer-specific document or form, open the customer profile and select Documents:

• Create Document offers Create from Scratch and starter templates such as Service Agreement.
• Create Form offers Create from Scratch and starter templates such as Intake Questionnaire.

For reusable organisation content, open Settings → Documents & Forms. The page separates Document Templates, Public Documents, Form Templates, and Public Forms. The public sections describe reusable links that customers fill in, with submissions attached to the matching customer and optionally an enquiry.