My Business Portal

1.4 — Business documents, generated from your details. • New Documents section. Create contracts, NDAs, licences and engagement letters from professional, ready-to-use templates — without leaving the app. • Filled in for you. Pick a document type and a client and it arrives pre-populated with your business name and address, the client's details and today's date, pulled from the same records as your invoices. • Yours to edit. Every document opens in a full editor, so you can change any wording — the template gets you most of the way, the rest is up to you. Regenerate from the template any time. • Manage the whole set. Save as draft or final, archive what you're finished with, and delete with a Deleted tab to restore from. Each document keeps its own reference number and history. • Preview, PDF and email. Check the laid-out document, then export a PDF or send it to your client — the same share-and-print flow as your invoices. • Clear and honest. The app reminds you that these are self-help templates, not legal advice, and should be reviewed by a qualified professional before you rely on them. • More on the way. Tap "Add templates" to import extra document packages - they sit alongside the built-in ones. You download a file and import it; nothing is fetched in the background, so your data stays on your device as always.