Checking Documents & Contracts within Contacts

How to Use

1. Go to a Contact:

   • Navigate to the contact section in _CompanyName CRM.

   • Open the contact you wish to manage documents for.

1. Click on the Document Management Icon:

   • On the right-hand side, find and click the document management icon.

• A folder will appear showing all documents and contracts related to this contact.

1. View and Manage Documents:

   • Under the All Tab:

     • View all documents and their statuses.

• Download documents, view their source, or copy links for sent documents.

• Sent Tab:

  • Access all documents that have been sent to this contact.

Key Features

• Centralized Document Management: Documents and contracts are available in the document management section under Contacts.

• Comprehensive Listing: All documents associated with a contact, whether the contact is a primary or secondary recipient, are listed.

• Status Visibility: Sent and completed documents are listed, making it easy to track their status.

• User Actions: Users can download PDFs, view the source documents, or copy a link to the sent documents for easy sharing.

Benefits

• Efficiency: No need to navigate away from the contact section to manage documents, saving time and effort.

• Clarity: Easily see the status of all documents and contracts associated with a contact in one place.

• Convenience: Quickly perform actions such as downloading, viewing, or sharing documents directly from the contact section.

Pro Tips

• Stay Organized: Regularly check the document management section to keep track of pending and completed documents.

• Use Links Wisely: Utilize the copy link feature for sent documents to easily share documents with relevant parties.

• Monitor Status: Keep an eye on document statuses to follow up promptly on any pending actions.

• Backup: Download important documents regularly to ensure you have local backups.