Editing & Downloading Documents

Editing details and how-to download documents

Contents

1. Editing document details

2. Downloading documents

3. Filtering documents by signing status

Editing document details

To edit the details for a document (such as document name, adding category tags, and additional notes, simply navigate to the documents list.

1. Select the tick box of the desired document.

2. Click on the Cogs.

3. Click on edit.

Downloading documents

To download a document, simply navigate to the documents list, select the tick box of the document (or documents), click on the Cogs, and click on download.

Filtering documents by signing status

Documents can be filtered by signing status, to easily see documents you’re waiting to be signed.