Documents & Contracts / Documents and Contracts
Easy Management of Documents and Contracts within Contacts
Modified on: Wed, 29 May, 2024 at 10:25 AM
- 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
For hands-on help, email info@omnireach.co or chat with us directly!