How do I add my business documents?

Need a place to store your documents for customers to access? We've got you covered!

Go to More > My Business > Documents to:

• upload documents like insurances or certifications
• use AI to create documents from a template like terms of service or privacy policy
• create your own documents from scratch using our document editor
• manage documents you've uploaded. Download a copy, share a link, edit, set visibility options, or delete

Upload a document

Select the Upload option to upload an existing document from your device.

1. Go to More > My Business > Documents.

2. Click the + icon in the top-right corner or click Add Document.

3. In the Add Document form:

• select Upload
• select a Category for your document
• give your document a Title. This is the file name that customers will see so avoid using the classic "Document1"!
• we'll provide a suggested Key based on the Title you enter above that can be used as a merge tag (see What are merge tags?). Feel free to edit it
• tap on the Upload icon and select the document from your device

4. All set? Click Add Document.

Create a document from a template

Select the Template option to use AI to create terms of service or privacy policy.

1. Go to More > My Business > Documents.

2. Click the + icon in the top-right corner or click Add Document.

3. In the Add Document form:

• select Template
• select a Template from the options provided
• we'll enter a suggested Title and Key. Feel free to edit them before we move on
• toggle the Disclaimer and click Add Document

4. We'll guide you through all the things this document should have. Tap on each section and select or edit the details as required. When you're ready, click Update.

5. Give AI a moment or two to generate your document. You'll then be able to view it in our document editor, make any final adjustments to the document and formatting and click Save.

Create a new document from scratch

Select the Custom option to create your own document from scratch in our document editor.

1. Go to More > My Business > Documents.

2. Click the + icon in the top-right corner or click Add Document.

3. In the Add Document form:

• select Custom
• select a Category for your document
• give your document a Title. This is the file name that customers will see so avoid using the classic "Document1"!
• we'll provide a suggested Key based on the Title you enter above that can be used as a merge tag (see What are merge tags?). Feel free to edit it

4. Click Add Document.

5. Now it's time to get writing! Use our document editor to create your document.

6. Happy with how it looks? Click Save at the bottom of the screen.

Manage documents

To view and manage the documents you've uploaded or created in getSoapy:

1. Go to More > My Business > Documents.

2. Click the menu icon to the right-hand side of the document to access the following options:

• Download a copy of the document to your device
• Click Links to share a link to the document
• Edit the document
• Share settings (see Share settings)
• Delete the document

Share settings

Use Share settings if you want customers to be able to view this document.

1. Go to More > My Business > Documents.

2. Click the menu icon to the right-hand side of the document and select Share settings.

3. From here you can:

• Share with services to automatically include a link to this document at the bottom of Invoices, Quotes, and Itemisations (this is the 'Linked Documents' section in Document templates) for all or selected services
• toggle Share on website to display this document on your getSoapy website or in the documents widget on your own website, and in the getSoapy customer portal

4. Click Save.