Easy Management of Documents and Contracts within Contacts

Documents and Contracts will now be available in the document management section under ContactsThis will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipientSent 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 documentsHow to Use?

Go to a ContactClick on the Document Management IconUnder 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 documentsGet all documents in a folder within Sent Tab