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Prepare documents and templates, send them to recipients, and keep completed agreements with their signing history in your workspace.
Documents is a built-in Kato workspace app. It is separate from the Google Docs connection.

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Enable the app

  1. Enable Documents for the workspace.
  2. Open Documents from the sidebar.
  3. Create a template or send a document for signature.

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Use it in Kato

Enable Documents for the workspace, then open Documents from the sidebar to create templates, send agreements, and track signatures.

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Check your setup

Open Documents and create a draft or template. Review its recipients and content before sending it for signature. If the app is missing from the sidebar, ask a workspace owner or admin to check that it is enabled for your workspace.