Reusable starting points
Turn frequently used agreements into templates so names, terms, and recipient details can change without rebuilding the full document for every engagement.
AppsDocuments
[v1.0]Overview
Prepare documents and templates, send them to recipients, and keep completed agreements with their signing history in your workspace.
How it works
Enable Documents for the workspace, then open Documents from the sidebar to create templates, send agreements, and track signatures.
Configure
- 01Enable Documents for the workspace.
- 02Open Documents from the sidebar.
- 03Create a template or send a document for signature.
Last updated Aug 8, 2026
Why connect Documents to Kato
Documents is a native Kato workspace app for preparing repeatable agreements and following them through signature. Teams can build templates, create documents for a specific client or engagement, send them to recipients, and keep the completed file and signing history close to the work the agreement governs.
Signing progress in context
Track whether a document is ready, sent, viewed, or completed while the client record and delivery work remain available in the same workspace.
A durable completion trail
Keep the final signed document and its signing history together, making it easier for teammates to confirm what was agreed before they continue the work.
Ways teams use Documents
Client service agreements
Prepare a standard services agreement from a template, tailor it to the engagement, collect signatures, and retain the completed copy for the account team.
Statements of work
Create a scope-specific document for a new project and keep its approval history accessible when the delivery team reviews requirements or handles a change request.
Repeatable internal approvals
Use templates for documents that follow the same structure across workspaces, reducing manual formatting while preserving a clear recipient and completion history.
Documents integration questions
Is Documents a third-party integration?
No. Documents is built into Kato as a workspace app. Enable it for the workspace, then use its templates, documents, recipients, and signing flows without connecting another provider.
Can templates be reused?
Yes. Templates are intended for repeatable document structures. Create a new document from a template and update the engagement-specific content and recipients before sending it.
Where are completed agreements kept?
Completed documents remain available in the workspace with their signing information, giving authorized teammates a consistent place to retrieve the final agreement later.
How Kato handles connected tools
Kato keeps the original service in charge of its specialist data and permissions. The integration brings the context needed for planning, review, and follow-up into the workspace where your team already manages client and project work. Authorize only the accounts and resources your workspace needs, review access when responsibilities change, and use the provider's own administration tools for detailed configuration.
Before installing any integration, confirm which Kato record should own the relationship and who will review its output. Revisit the connection whenever a client engagement, account owner, or provider permission changes, so the context remains accurate and access stays intentional.