What’s New? / Key Features / Benefits
– 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. The listed document’s name will be hyperlinked with the associated document inside the builder.
– Users will be able to download the PDF, view the source of documents, and copy links 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 links in case of send documents
– Get all documents in a folder within the Sent Tab
Why This Feature?
– Users will now be easily able to manage documents and contracts related to a particular contact