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What’s New? / Key Features / Benefits:
- Documents and Contracts will now be available in the document management section under Contacts
- This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
- Sent 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 documents
How to Use?
- Go to a Contact
![Screenshot 2024-04-03 at 15](https://canny.io/images/46aa9d40fe83a6482dec2ba1a540e84b.png)
- Click on the Document Management Icon
![Screenshot 2024-04-03 at 15](https://canny.io/images/c29953b42b93c6d607a540034f8f0ffc.png)
- Under 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 documents
![Screenshot 2024-04-03 at 15](https://canny.io/images/b2607a02454c09e64de08658172c76fb.png)
- Get all documents in a folder within Sent Tab
![Screenshot 2024-04-03 at 16](https://canny.io/images/154c27906a2bbddc3115e90c4ea1618a.png)
Why This Feature?
- Users will now be easily able to manage documents and contracts related to a particular contact
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