Checking Documents & Contracts within Contacts

Managing documents and contracts has been simplified with the integration of document and contract management directly within the contact section of your CRM. This feature streamlines the process, allowing users to access, manage, and interact with documents and contracts related to specific contacts without leaving the contact section.

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.