Documents

The document library is where every contract, photo, certificate, and signed waiver lives. The structure you set up in the first month determines whether it's findable in year two — here's how to organize it before it's...

Don't email a contract as an attachment that lives forever in someone's inbox. A share link gives you control — expiration, revocation, view tracking — and looks more professional. Here's how to use it well.

Some documents shouldn't go out the door without a second pair of eyes — estimates with pricing exceptions, contracts with riders, refund letters. The approval workflow makes that review explicit, traceable, and fast eno...