April 3

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Easy Management of Documents and Contracts within Contacts

By Oliver Corless

April 3, 2024


Documents and contracts now accessible in the document management section under Contacts, regardless of primary or secondary recipient. Users can download PDFs, view source, copy links for sent docs. Access by going to a Contact, clicking on the Document Management Icon, and viewing under the All and Sent tabs for documents’ status. Convenient for managing contact-related documents and contracts.

Oliver Corless

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