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Docs & Contracts: Reorganize document pages

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...

Preview and CC now enabled in emails of Documents & Contracts

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...

Documents Activity Tracking

What is the latest update? You can easily track a document’s entire history—from sent, edited, viewed, to sign—by clicking “view history” in the options menu. Hover over the contact icon to see the last viewed time and user actions that need to be...