While in the document summary, you will notice a grey box with three white lines within it. This is the main menu for taking action on a document you have sent. Actions include previewing the document, updating the expiration date or deal value, sending a video reminder, sending a reminder email or SMS message, viewing the upcoming activities, adding new recipients, uploading a signed doc for closed-won cases, marking the document as a loss, deleting the doc, and creating a new version of the doc.

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