Managing Documents and Contracts for a Contact

You can now view and manage all documents and contracts associated with a contact in a single, centralized location within the contact record.

Accessing the Document Management Section

To get started, navigate to the specific contact you wish to manage. Within the contact's profile, locate and click on the Document Management icon.

Understanding the Document List

The main view, under the All tab, displays a list of all documents linked to this contact. This includes documents where the contact was either the primary or a secondary recipient. The status of each document, such as Sent or Completed, is clearly indicated.

Available Actions

For each document listed, you have several options:

• Download: Save a PDF copy of the document to your computer.
• View Source: Open the document in the editor to see its original content.
• Copy Link: For documents with a status of Sent, you can copy a shareable link.

Organizing with the Sent Tab

Switch to the Sent tab to see all documents that have been sent to the contact. These documents are conveniently grouped together for easy access.