Documents
Manage the document register, files, approvals, signatures, and settings.
- Document list, categories, filters, and templatesDocument search, categories, filters, and Save work views.
- Creating and editing a DocumentType, dates, numbers, links, assignees, and content.
- Document card, statuses, and actionsCard data, tabs, two types of states, and actions.
- Document files: PDF and DOCXPrimary file, document generation, and version control.
- Document ApprovalApprovers, sequential workflow, approval and rejection.
- Electronic Document SigningFile selection, signers, invitations, and statuses.
- Document Text Templates and VariablesText and DOCX templates, variables, and result verification.
- Documents in the customer portal and attached to sales documentsClient portal visibility and document attachment during sending.
- Settings for document types, categories, statuses, and rolesAdministration of classifiers, templates, fields, and access.