Documents in Optix houses all digitally signed documents that you have sent to users via Automations, as well as all documents that have been manually uploaded to your Users' accounts.
To see all your Users' documents in one place, navigate to the Mange tab in your dashboard and select Documents. You can search for Users or documents name via the search icon in the top right corner, or filter by document status, account or date.
NOTE: Document Signing is still in Beta and you will need to contact Customer Support at support@optixapp.com to have this feature added to your dashboard. Once this step is complete you can follow the steps below.
How to enable Document signing
Navigate to Settings > Features > Documents
Click Enable Feature
Toggle Document signing on and save changes
How to send documents for e-signatures via Optix
Document Signing is a sub-feature of Documents and can be enabled or disabled independently. This makes it easy to offer document management without requiring signature workflows. Document signing is useful for
Membership or plan agreements
Event or space rental contracts
General administrative documents
If you prefer to have a signature copy of your member terms and conditions
Note: Document Signatures is an add-on feature in Optix. Each signed document will result in an automated $1 charge added to your Optix invoice.
Once Document signing is enabled in your dashboard, follow the steps below to automate sending documents to your Users
Navigate to Automations
Click Add automation
Choose a trigger (e.g. “New plan added”)
Select the action Send a document for signing
Add the document name, contract details, and recipients
Click Done to activate your Automation!
Once all parties have signed the document, the status in your Documents will automatically update to Signed.
Where are the documents sent from?
By default, signature requests are sent via our Integration with DocuSeal, the underlying signing platform that Optix integrates with for e-signatures. Each signed document includes:
Relevant summaries (ie. Plan or Booking summaries)
Any custom addendum content you’ve added
A signature section for all signers
A compiled PDF with all relevant information
Note: The document will automatically pull in names and dates as pre-populated content in the document.
Documents are white labelled, and when emailed to your members the document will display your organization's name and logos.