Articles tagged documents

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...

A new reservation usually needs paperwork before it's really a reservation — insurance, registration, a signed waiver. This is how you ask for all of it in one email, get it back through the customer portal, and stop cha...

Insurance certificates, vessel registrations, government IDs — different asset types require different documents. Configure the requirements once at the type level and the system tracks compliance automatically.

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.

Insurance certificates lapse. Liability waivers age out. Captain's licenses need renewal. The Expiring Soon dashboard is where you catch all of that before it becomes a problem — with one-click reminders that send the cu...

Give customers a passwordless, branded portal to view receipts, pay invoices, keep a card on file, manage their boats, upload required documents, and see their history — so they stop calling the office to ask 'can you re...

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...