Checking Documents & Contracts within Contacts

Checking Documents & Contracts within Contacts

The integration of document and contract management directly into the Contact section of your CRM has made it easier to manage important documents without switching between different areas. This feature allows users to access, manage, and interact with documents related to specific contacts, all in one place.

How to Use:

1. Go to a Contact:

   • Navigate to the Contact section in CompanyName CRM.

   • Select the contact you wish to manage documents for.

2. Click on the Document Management Icon:

   • On the right-hand side, locate and click the Document Management Icon.

3. View Documents:

   • A folder will open, displaying all documents and contracts related to the selected contact.

Viewing and Managing Documents:

• All Tab:

  • View all associated documents and their current status.

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

• Sent Tab:

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

Key Features:

• Centralized Document Management:

  • All documents and contracts are easily accessible under the Contact section.

• Comprehensive Document Listing:

  • Lists all documents tied to a contact, whether they are the primary or secondary recipient.

• Status Visibility:

  • Clearly see the status of each document, including sent and completed ones.

• User Actions:

  • Users can download PDFs, view source documents, or copy links to share sent documents.

Benefits:

• Efficiency:

  • Managing documents directly from the Contact section eliminates the need for extra navigation.

• Clarity:

  • Quickly view the status of all documents associated with a contact.

• Convenience:

  • Perform key actions (download, view, share) without leaving the contact’s page.

Pro Tips:

• Stay Organized:

  • Regularly check the Document Management section to track pending and completed documents.

• Use Links Wisely:

  • Utilize the copy link feature for easy sharing of sent documents with relevant parties.

• Monitor Status:

  • Keep an eye on document statuses to follow up on pending actions.

• Backup:

  • Download and store important documents locally for secure backups.

This new integration simplifies your workflow, making document management faster and more streamlined within the Contact section of your CRM.