Documents are the agreements attached to a proposal. The client completes them as part of accepting your offer, and each completion is recorded with a timestamp. You add them in the **Documents** step of the proposal builder.

## Adding a document

Select **New Document**. You get three ways to start:

- **Start with a template** — pick from our library, built for DJ bookings. See [The 8 Document Templates, and What Each Covers](/hc/djs/articles/1786139747-the-8-document-templates-and-what-each-covers).
- **Import an existing document** — upload a PDF and we turn it into an editable document.
- **Create from scratch** — a blank editor.

Importing and creating from scratch are available on **Pro** and **Platinum**. Templates are available on every plan.

Then set:

- **Name** — what the client sees in their document list
- **Acceptance Type** — how they complete it
- **Document Details** — the body

## Acceptance types

| Type | What the client does | Use it for |
|---|---|---|
| **Signature** | Draws a signature | Anything you'd want to rely on later — cancellation terms, liability |
| **Checkbox** | Ticks a box confirming they've read and accept it | Standard policies and agreements |
| **View** | Opens it and marks it read | Information you want on record but aren't asking them to agree to |

## Document statuses

| Status | Meaning |
|---|---|
| **Action Required** | Waiting on the client |
| **Processing** | Completion is being recorded |
| **Completed** | Done |

The table in the builder shows each document's **Name**, **Status**, **Acceptance Type**, and **Completion Date**.

## What gets recorded

On completion we capture the date, the name and email of the person who completed it, their IP address, and — for signatures — the signature itself. A PDF of the completed document is generated and available to both of you.

## Using variables

Rather than typing the client's name and event date into each document, use the merge tags in the editor. They fill in automatically. See [Using Universal Variables in Documents](/hc/djs/articles/1786139748-using-universal-variables-in-documents).

## How many to attach

Enough to cover what actually goes wrong at your events, and no more. A cancellation policy and one equipment or venue-access agreement covers most bookings. Eight documents on a two-hour birthday party is friction that costs you the job.

## Editing after sending

Once the client has completed a document, it's a record — edit it and you lose that. If terms need changing after the fact, add a new document rather than altering a completed one.