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Andrea Rodikova avatar Andrew Santamaría avatar Therese Springare avatar
42 articles in this collection
Written by Andrea Rodikova, Andrew Santamaría, and Therese Springare
Document Action Menu

Document Action Menu

Overview over the Document Action Menu
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Written by Therese Springare
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 Therese Springare
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 Therese Springare
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 Therese Springare
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 Therese Springare
Updated over a week ago

Send an Email Reminder

How to send an email reminder from the document action menu and Dealboard
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Written by Therese Springare
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 Therese Springare
Updated over a week ago

Automatic reminders

Change the interval for automatic reminders from the documentview
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Written by Therese Springare
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 Therese Springare
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 Therese Springare
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 Therese Springare
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 Therese Springare
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 Therese Springare
Updated over a week ago

Create a New Version

How to create a new version of a document
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Written by Therese Springare
Updated over a week ago