Access document settings

Click on the three dots up at the top
Here you can:
- Share document link
- Create new version
- Upload signed document
- Download as PDF
- Mark as lost
- Delete document
- Document information

Share document link

Click on the three dots up at the top
Select Share document link
A new pop up will appear where you can copy the unique links to the document for each participant and share to them for access to the document'

Create new version

Click on the three dots up at the top
Select create new version
A pop up will appear with preselected options that you can change
When you select create new version the document will be moved to a draft so that you can make your changes and send it out again

Upload signed document

Click on the three dots up at the top
Select upload signed document
Upload the signed copy* or tick in the option Skip upload.
This is not recommended since there is no proof then that the signing has been made.
Done!

Please note!

Make sure to download your proposal and merge that with the signed page or a saved copy of ex an email acceptance. This is important because when uploading a signed document, it replaces the original one.

Download as PDF

Click on the three dots up at the top
Select Download as PDF
The download will begin shortly and you will get your file downloaded as a PDF file

Mark as lost

Click on the three dots up at the top
Select Mark as lost
Make sure you want to mark the deal as lost. Once marked, it will no longer be active. Confirm by choosing Mark as lost
Done!

How to make a lost deal active again

Once a document has been marked as lost you can't make it active again.
You'll have to create a new version and send out that version to the recipient for signing.

Delete document

Click on the three dots up at the top
Select Delete document
Select if you want to inform the recipients by email where you can also write a message
Confirm by selecting delete document again
Done!

The document will remain under tab Deleted and you can activate it again by creating a new version.

Document information (email preview)

Click on the three dots up at the top
Select Document information
Here you can see a preview of the first sent email message when you sent the document

Document settings

Documents for the E-sign plan

Archive for the E-sign plan

Document settings (E-sign plan)

Document settings for a document in draft (E-sign plan)