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39 articles in this collection
Written by GetAccept, Alan Sincich, Andrea Rodikova and 1 other
Document Action Menu

Document Action Menu

Overview over the Document Action Menu
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Written by Andrea Rodikova
Updated over a week ago

Previewing Your Document After Sending

How to preview the sent out document from the document action menu
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Written by Andrea Rodikova
Updated over a week ago

Updating the Expiration Date on sent-out documents

How to update the expiration date on a sent out document from the document action menu
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Written by Andrea Rodikova
Updated over a week ago

Updating Deal Value

How to update your document value from the document action menu
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Written by Andrea Rodikova
Updated over a week ago

Send a Video Reminder via Desktop

How to send video reminders from the document action menu
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Written by Andrea Rodikova
Updated over a week ago

Send an Email Reminder

How to send an email reminder from the document action menu
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Written by Andrea Rodikova
Updated over a week ago

Send SMS reminder

How to send an SMS reminder from the document action menu
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Written by Andrea Rodikova
Updated over a week ago

Add New Recipients on Sent Documents

How to add a new signer or viewer on a document that has been sent
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Written by Andrea Rodikova
Updated over a week ago

Upcoming activities

Change the interval for automatic reminders from the document action menu
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Written by Andrea Rodikova
Updated over a week ago

Download document

How to download a sent-out document from the document action menu
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Written by Andrea Rodikova
Updated over a week ago

Upload signed document

Upload a PDF of the manually signed document through the document action menu
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Written by Andrea Rodikova
Updated over a week ago

Mark as Lost

Mark a sent-out deal as lost through the document action menu
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Written by Andrea Rodikova
Updated over a week ago

Delete a Sent Document

How to delete a sent-out document through the document action menu
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Written by Andrea Rodikova
Updated over a week ago

Create a New Version

How to create a new version of a document
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Written by Andrea Rodikova
Updated over a week ago