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. All five record types paginate on the page exactly where their PDF will break, so what you lay out is what prints.

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. Click Save in the side panel's action row to keep your edits. If you try to leave with unsaved changes, choose whether to save and leave, discard those changes, or keep editing.

Apply your branding

1. Hover the company block top-left and click the pencil to edit your company info and logo.
2. The logo comes from your organization settings — see the Organization settings guide to set it.

Style the document (Client and Vendor Agreements)

In the side panel's Style section:

1. Turn on Cover page to add a standalone sheet before the document. Pick a template — Minimal (logo, rule, large title), Bold (solid accent field, reversed type), or Modern (full-bleed cover photo, with a button to add the photo).
2. Turn on Closing page to add a blank standalone sheet after the document — both are off by default so nothing prints an extra page you didn't ask for.
3. On a Client Agreement, pick an Accent color from the swatches or the custom color picker — it drives the sheet bar, cover fields, and table header on every page of that record, overriding your organization's default accent for this document only. Vendor Agreements use the organization's accent color and don't have this override.

On a Vendor Agreement the side panel also has a Scope section with a Show scopes of work toggle — it prints the order's distinct cost codes as a chip band above the line items. It's on by default.

These controls disappear once the record is sent — the sent snapshot is locked in.

Control which columns show

On a record with a line-items table:

1. Each column header carries an eye toggle — click it to show or hide that column. The header row has one for Qty, Unit, Unit Price (Unit Cost on vendor records), and Total; the eye next to Item toggles line descriptions.
2. A Vendor Agreement has one more: a Cost Code column sitting just after the item name, with its own eye. It's read-only — a record line only picks up a cost code from the budget item it came from. The other four types have no such column and show no eye for it.
3. A hidden column greys out in the builder so you can turn it back on, and is dropped entirely from 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 — the same button on every record type.
2. If no recipient is set yet, Foreman scrolls you to the Recipients box and highlights it instead of sending.
3. Each recipient gets an email link to view it in their portal. To resend after edits, click Send Again.