- 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
- Click on the Document Management Icon
- 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
- Get all documents in a folder within Sent Tab
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article