Documents
- Introduction to the document archive
- Upload documents
- Upload a folder with subfolders
- Manage folder permissions
- Change the file name of an uploaded document
- Download documents and folders
Compliance
E-signatures of documents
- Send a document for e-signature
- Cancel an ongoing e-signature case and send it for e-signature again
- Request e-signatures from external people outside the organization
- E-sign a document
- Reject an ongoing e-signature case
- See who has e-signed an ongoing case
Contracts
- Add contracts
- Receive a contract
- Add a contract administrator
- Create a PDF with active contracts
- Manage custom fields on contracts
- Handle categories on contracts