Easy Management of Documents and Contracts within Contacts

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