• 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
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  • Click on the Document Management Icon
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  • 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
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  • Get all documents in a folder within Sent Tab
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