Easy Management of Documents and Contracts within Contacts

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.

• 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

Why This Feature?

• Users will now be easily able to manage documents and contracts related to a particular contact