Sending Documents

Once your document is built and reviewed, sending it to your client takes just a few clicks. Here is how the send flow works and what happens after you hit send.

Sending a Document

There are two ways to send:

From the event detail page: Look for the action panel on the right side of the event page. If you have a draft document ready, you will see a Send button for that document type (e.g., "Send Proposal" or "Send Contract"). Click it to open the send confirmation modal.

From the document builder: When you are done editing, click the Send button in the builder action bar at the top of the page.

The Send Confirmation

Before sending, Gilded shows you a confirmation modal with:

• The client's name and email address
• The document type being sent
• A reminder of what will happen (e.g., "Client will receive a link to review and sign")

Review the details and click Confirm Send. The document is delivered immediately.

What Your Client Receives

Your client gets an email with:

• A subject line referencing the document and your business name
• A brief message letting them know a document is ready for review
• A secure link to view the document

The link does not require your client to create an account or log in. They simply click the link and land on the document. The link is valid for 30 days from the time you send it.

Tracking Document Status

After sending, the event detail page shows you the current status of each document in the activity timeline:

• Sent — the document has been delivered
• Viewed — your client opened the link
• Approved — (proposals only) your client clicked "I'd Like to Move Forward"
• Signed — (contracts and combined) your client completed their signature

You will also see these status updates reflected in the event's workflow status, so you always know where things stand at a glance.

Resending a Document

If your client loses the link or the 30-day window expires, you can resend the document. From the event detail page, open the document and click Resend. This generates a fresh link with a new 30-day expiration and sends another email to your client.

Resending does not create a duplicate document — it refreshes the link on the existing one.

What You Cannot Change After Sending

Once a document is sent, the content is locked. This protects the integrity of what your client agreed to or signed. If you need to make changes:

1. The document must still be in a draft or early status
2. For signed contracts, you would need to create a new document

Documents List View

You can see all your documents across events by clicking Documents in the sidebar. Use the filter tabs — All, Proposals, Contracts, Combined — to find what you are looking for. Each card shows the document status, when it was sent, and the associated event.

Next Steps

To understand what your client experiences after they click the link, read How Signing Works. For proposals that do not require a signature, the client simply reviews and approves.