Viewing & Managing Documents
What you can do on the documents tab to view, send, and delete documents
By Serena1 author4 articles
- How to View and Filter DocumentsTrack which Required and E-signature Documents are completed and which are still outstanding
- How to Print Multiple Documents at OnceDownload completed Required and E-signature Documents, combine them into one PDF, and print them together
- How to Delete a DocumentRemove a Required or E-signature Document from one Account or from your whole company, and understand what's lost
- How to Add or Upload a Document to an AccountAdd a Required or E-signature Document to one Account, or upload a completed copy for a Customer