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Documents & Contracts

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…

1 min read113 words4 explained imagesUpdated Wed, 29 May, 2024 at 10:25 AM
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  • 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
Screenshot 2024-04-03 at 15 What this shows Documents and Contracts will now be available in the document management section under Contacts This will list documents associated with… What this shows Illustrates "Easy Management of Documents and Contracts within Contacts". This screenshot appears in "Easy Management of Documents and Contracts within Contacts". The text alongside this image reads: 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…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Click on the Document Management Icon. Image 1 of 4 What to copyDocuments 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
Fields in this part of the guide Get all documents in a folder within Sent Tab
Next stepClick on the Document Management Icon
All 4 steps in this procedure
  1. Documents and Contracts will now be available in the document management section under Contacts
  2. This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
  3. Sent and Completed documents will be listed here.
  4. Users will be able to download the PDF, view source of documents, copy link in case of sent documents
  • Click on the Document Management Icon
Screenshot 2024-04-03 at 15 What this shows Click on the Document Management Icon What this shows Illustrates "Easy Management of Documents and Contracts within Contacts". This screenshot appears in "Easy Management of Documents and Contracts within Contacts". The text alongside this image reads: Click on the Document Management Icon. For context, this section explains: 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…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: 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. Image 2 of 4 What to clickClick on the Document Management Icon
Fields in this part of the guide Get all documents in a folder within Sent Tab
Next stepUnder 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
All 4 steps in this procedure
  1. Documents and Contracts will now be available in the document management section under Contacts
  2. This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
  3. Sent and Completed documents will be listed here.
  4. Users will be able to download the PDF, view source of documents, copy link in case of sent documents
  • 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
Screenshot 2024-04-03 at 15 What this shows Under All tab: View Documents and their status. What this shows Illustrates "Easy Management of Documents and Contracts within Contacts". This screenshot appears in "Easy Management of Documents and Contracts within Contacts". The text alongside this image reads: 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. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Get all documents in a folder within Sent Tab. Image 3 of 4 What to copyUnder 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
Fields in this part of the guide Get all documents in a folder within Sent Tab
Next stepGet all documents in a folder within Sent Tab
All 4 steps in this procedure
  1. Documents and Contracts will now be available in the document management section under Contacts
  2. This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
  3. Sent and Completed documents will be listed here.
  4. Users will be able to download the PDF, view source of documents, copy link in case of sent documents
  • Get all documents in a folder within Sent Tab
Screenshot 2024-04-03 at 16 What this shows Get all documents in a folder within Sent Tab What this shows Illustrates "Easy Management of Documents and Contracts within Contacts". This screenshot appears in "Easy Management of Documents and Contracts within Contacts". The text alongside this image reads: Get all documents in a folder within Sent Tab. This part of the guide covers 1 field, listed below. Image 4 of 4 What this coversGet all documents in a folder within Sent Tab
Fields in this part of the guide Get all documents in a folder within Sent Tab
All 4 steps in this procedure
  1. Documents and Contracts will now be available in the document management section under Contacts
  2. This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
  3. Sent and Completed documents will be listed here.
  4. Users will be able to download the PDF, view source of documents, copy link in case of sent documents

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