Customize & send a record

The record builder is a what-you-see-is-what-you-get editor — you edit the actual document the recipient will get. The left pane is the live page; the right side panel holds the actions, recipients, and settings.

Edit on the page

1. Hover any field on the document — a thin outline shows it's editable.
2. Click and type to change the title, Description, dates, and other text inline.
3. There's nothing to save manually — your edits are kept as you go.

Apply your branding

1. Hover the company block top-left and click the pencil to edit your company info and logo.
2. The accent color and logo come from your organization settings, so every record looks like you — see the Organization settings guide to set them.

Control which columns show

On a record with a line-items table:

1. Use the Columns control on the table header to toggle Qty, Unit, Unit Price, Total, and Descriptions.
2. What you turn off here is hidden on the printed document and PDF.

Add recipients

1. In the side panel's Recipients section, type into the add box and pick a contact, or click Add new client (or Add new vendor / Add new contact, depending on the record) to create one inline.
2. Add multiple recipients where the record type supports it.
3. Use the per-recipient Signature? toggle to require a signature from anyone who must sign.

Send it

1. Click Send in the side panel.
2. If no recipient is set yet, Foreman scrolls you to the Recipients box first.
3. Each recipient gets an email link to view it in their portal. To resend after edits, click Send Again.