Introducing: Document Storage and Document Signing

TL;DR

• Document Storage lets you upload, view, filter, and manage all user-related documents in one centralized dashboard.
• Document Signing automates sending documents for e-signature using triggers like “New Plan Added,” saving time and reducing manual work.
• It’s now available to all Optix clients in their dashboard—just turn on the Documents feature to get started.

We’re excited to announce the launch of Document Storage and Document Signing in Optix—one of our most requested features to date!

This powerful new functionality enables you to collect and track signed agreements directly within your Optix dashboard, helping reduce risk and streamline operations. 

Whether you’re signing private office agreements, managing event space bookings, or onboarding new members, you can now automate the entire process using Automations, ensuring the right document goes to the right person at the right time.

In this article, we’ll go through what Document Storage and Document Signing are, how they work in Optix, and how you can get started with them today!

What is Document Storage?

Document Storage lives under the Documents tab in your admin dashboard. Here you can view, filter, and sort through all of the documents that you’ve added to a user profile or automatically sent for signing.

You’ll see the status of the document as well to help you quickly see at a glance all of the documents that are out for signing or have already been signed. With Document storage you can:

• Easily see all documents in one place
• Stay organized with a centralized document management system
• Access documents quickly and easily with on-demand downloads

How can I upload a document to Optix?

You can upload a document to Optix in two different ways:

• Documents can be uploaded via any user’s Account Panel
• A document can be automatically sent for signing via Automations

All of these documents are then stored in the Documents tab of your admin dashboard.

Learn more about Document Storage in Optix.

What is Document Signing?

Document Signing is a new functionality in Optix powered by Automations. Let’s say you want to send a document for signing every time someone purchases a new membership. With this feature, you can set up an automation so that if a new plan is added to a user’s account, then a document is automatically sent to that user to sign.

With Document Signing, you can:

• Save time and energy by automating signature requests 
• Create a consistent, cohesive experience for all members
• Reduce the risk associated with manually managing documents
• Store all your signed documents in one place

How does Document Signing work in Optix?

Looking to send your first document for signing? Here’s how you can set it up in Optix:

1. Go to the Automations tab in your Optix admin dashboard to create a new automation.
2. Select a trigger. This is the moment that the document is sent to a User. Popular triggers include New User Added or New Plan Added.
3. Select the action Send Document for Signing, and configure your settings. You have the option of sending yourself a test email so you can see what the document looks like for users.
4. Set live!

Once the automation is live, any user who matches the enrollment criteria will automatically receive a document for signing. Check out this 2 minute video to learn how to send a document for signing in Optix.

How can I get started with Document Storage and Document Signing?

If you’re an Optix client, log into your admin dashboard and enable the Documents feature in your settings. Documents is free and available to all Optix admin. Sending documents for signatures will incur a $1 charge for every signed document.

Not an Optix client? Reach out to a member of our team today so you can experience document signing for yourself!