Documents and help
Documents holds the signed copies Colby shares with you, starting with your Referral Agreement, and short answers to common portal questions.
On this page
Your signed documents
The Documents panel lists signed copies only. Your signed Referral Agreement is the governing document for your fee and your terms. Drafts and copies still waiting for signatures never show here.
| You see | What it means |
|---|---|
| A file tag (like PDF) | The type of file. |
| The title | What the document is, such as your Referral Agreement. |
| File name, size and "added" date | When Colby shared it with you. |
| Open | Opens the document. In a browser it opens in a new tab. In the Colby app on your home screen it opens in the same window, so you stay signed in. |
If the list is empty, your signed agreement has not been added yet. Ask the money and agreement contact for a copy. The Your terms card also links here with Your signed agreement, next to the date it was signed.
Keep your own copy
- Choose Open on your Referral Agreement.
- Save it to your phone's files or your computer, or print it.
- Keep it with your business records. You'll want it when you check your fees or talk with Colby about your terms.
The Your terms card
Your terms is a short summary that links back to Documents. On a computer it sits in the sidebar. On a phone it is on Today and in More.
| Line | What it says |
|---|---|
| Your referral fee | Your fee terms in Colby's words, taken from your signed agreement. If Colby has not entered them, it says they are in your signed Referral Agreement. |
| The parts of your fee | Shown only when your terms have more than one part. |
| How long it runs | Shown when your terms have a start or end. Standard partner terms have no end date. |
| Companies you refer get | The rate a company gets by default, and the most you can offer if your limit is higher. |
| Your pay | Only if you also run a company in the program: what Colby pays your own crews for every accepted hour. |
| Agreement signed | The date it was signed, with Your signed agreement, which opens Documents. |
The card ends with the money and agreement contact. If a line on it looks wrong, write there with what you expected and where you saw it.
Papers you can print or send
Documents holds your own signed papers. The pages owners and crews use live on the website, so you can send a link or print them:
- Letter to the building managerAsks for an OK to record where a crew works.
- Crew sheetWhat crews record and keep out of the picture, on one page.
- Ramp-up planA new company's first six weeks.
- The paperworkA plain summary of the agreement and Order Form a company signs.
- The kit guideSetting up the phone and head strap, step by step.
Help answers
Under your documents, the Help panel has five short answers you can open and close:
| Answer | What it covers |
|---|---|
| What happens after you refer someone | Colby calls them, they sign Colby's agreement and Order Form, Colby sets up and ships the phones, and their crews record. Progress shows under Companies. |
| Asking for a contract | Request contract on a company, or tick ready to sign when you refer. Colby reviews, signs first and sends it through DocuSign. Status shows under Contracts. |
| Your people and the assistant | People is your own list. The assistant updates it from what you type or say and never contacts anyone. |
| About the numbers | Hours come from the recording app and update about once an hour. Fees count only accepted hours. |
| Questions | Who to write to for what (below). |
Who to contact
| Topic | Contact |
|---|---|
| Camera kits, the recording app, signing in, a view that won't load | support@getcolby.com, or call or text Colby's number shown in Help. |
| Your fee, your terms, a company's rate, your Referral Agreement, credit for a company | The money and agreement contact named in Help, under Your terms and under the support button. |
Support never handles amounts. Keep rates and fees out of emails to support@getcolby.com, and send those questions to the money and agreement contact instead.
- Say which view you were on (Today, People, Companies, Contracts, Earnings, Share or Documents).
- Name the company or person.
- Copy the exact words of any message the portal showed.
- Say whether you were on a phone or a computer.
When something looks wrong
| What you see | What to do |
|---|---|
| Your agreement isn't in Documents | Ask the money and agreement contact to share the signed copy. |
| Open shows a sign-in page | Your session ended. Sign in again, then open it. |
| A document opens in a browser tab and you lose your place | Add the portal to your home screen. Documents then open inside it. |
| Your terms say "Agreement not marked signed" | If you have signed it, tell the money and agreement contact so Colby can update it. |
Questions
Can I upload documents?
No. Colby adds signed documents for you to read and save.
Can I download my agreement?
Yes. Open it, then save or print it from your browser or phone.
Will company contracts show here?
Documents holds what Colby shares with you, starting with your own signed agreement. A company's contract is between that company and Colby, and its status shows in Contracts.