by INTEG Team | Sep 5, 2025
What’s new? Content Library inside the Documents & Contracts editor and template editor. Save your own reusable pieces – from a single block (e.g., signature table, pricing cards) or even all elements on a page. Drag & drop saved items anywhere in a...
by INTEG Team | May 7, 2025
Overview We’ve added a new feature to the Document Management System in the Contacts section, enabling seamless integration with the Client Portal. CRM users can now share files directly with contacts and receive uploads from the Documents area. Why does it matter?...
by INTEG Team | Jan 29, 2025
What’s New? We have introduced a Template Library in the Docs and Contracts sections of the platform. Users can now access a collection of pre-made templates for standard documents. This feature speeds up document creation, helping users send documents faster. How to...
by INTEG Team | Jan 21, 2025
What’s new? Users can now drag & drop and reorganize pages within a Contract View snippets of pages in the mini page view in the left panel How to use it? Go to Payments -> Documents & Contracts -> New Document Go to the Pages section in the left nav bar...
by INTEG Team | Dec 26, 2024
What’s New Email Template Preview: Easily preview and customize your email templates before sending. CC on Document Emails Add CC recipients when completing and sending documents for better collaboration. Global CC settings will apply to: Templates Individual...
