Infinity3 Help Centre

Check which agreements need attention and download completed documents for your records.

Before you start

You’ll need access to the document or the associated contact. Have the customer’s name or document title ready.

Find the document

1. Open Payments → Documents & Contracts.
2. Select All Documents & Contracts if needed.
3. Use the available status tabs and date filters to narrow the list.
4. Open the relevant document and review its current status.

Documents waiting for other people may still need a recipient to complete their part. Check the outstanding recipients before following up.

Find documents from a contact

1. Open Contacts and select the customer.
2. Open the document management area.
3. Find the associated sent or completed document and inspect its status.

This can help when you know the customer but cannot remember the document title.

Download a copy

Use the available Download PDF action on the document or contact record. For a signed agreement, also retain the signature certificate where available.

Store the downloaded files in your business’s approved location with a clear filename.

Things to know

• Viewed does not mean signed.
• Check all required participants have finished.
• Document completion and payment status are separate checks.
• Avoid marking an agreement complete manually as a substitute for collecting required signatures.

If the status looks incorrect, contact Infinity3 with the title and outstanding recipient details.