- Documents and Contracts will now be available in the document management section under Contacts
- This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
- Sent and Completed documents will be listed here.
- Users will be able to download the PDF, view source of documents, copy link in case of sent documents
How to Use?
- Go to a Contact
![Screenshot 2024-04-03 at 15](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026788666/original/Glbip9r2-GXvEfCKs2ZO24kRHOAxsoPkVg.jpeg?1716996025)
- Click on the Document Management Icon
![Screenshot 2024-04-03 at 15](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026788665/original/mYbirHDqNSCfcGVgZJjkj2QXi_Y5G_J2kw.jpeg?1716996025)
- Under All tab: View Documents and their status. Also, get the ability to Download, View the source in the editor and copy link in case of send documents
![Screenshot 2024-04-03 at 15](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026788667/original/jPEupaOx9i1yept2KUJONvycibwbLOvXjg.jpeg?1716996025)
- Get all documents in a folder within Sent Tab
![Screenshot 2024-04-03 at 16](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026788668/original/hiZgw51SJc7M_NvRmmfYwSkFe9ISjdH-nQ.jpeg?1716996025)