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  3. Projects, Sent, Received and Shared

Projects, Sent, Received and Shared

  • Expiration of Documents
  • Upload .docx Documents
  • Create Documents for Approval and Signature
  • File Drive
  • Draft Documents
  • PDF Attachments
  • Create Attachments
  • Status: In Process
  • Filter documents by the type of Participant
  • Hide documents from a list
  • Shared Documents
  • What actions can be done with a received document?
  • How are the documents listed in the received section?
  • What actions can be done on a sent document?
  • What actions can be done on a document in Project status?
  • How are the documents listed in the sent section?
  • What to do when the document has no signatories?
  • Error Message, "The field document name is required"
  • Can I upload a new document as a project from the mobile application?
  • Upload an Attachment
  • Upload document to send for signature
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