Document Tools

Follow

 

Choosing Tools () gives you access to three actions.

-Tools Menu

documents.Portal.Tools.png

 

1. Document Download: Allows the document data (i.e. PDF, Photos, JSON) to be downloaded.

2. Edit Document: Opens the Document Editor to update and edit previously submitted documents.

3. Send for Signature: Opens the Send Document for Signature page to enable a document to be sent for signature.

 

Have more questions? Submit a request

Comments

Powered by Zendesk