Send Envelopes to Xero Practice Manager clients

From the Xero Practice Manager integration page, click the Open button next to the client you want to send an envelope to.

Under Envelopes, click Create envelope.

This will automatically set up the envelope for syncing and fill in the recipient details based on the Xero Practice Manager client you selected.

To finish sending the envelope to your client, follow the instructions in this help article.

Once the envelope is completed, a copy of the signed document will be pushed to Xero Practice Manager and added to the client's documents tab.