Document & Contract Management Within Contacts

Document & Contract Management Within Contacts

Software Updates

May 1, 2024 ● 2 min read

Document & Contract Management Within Contacts
A small law firm uses the CRM to manage client relationships. With the new document and contract management feature, they can upload and track client contracts directly within contact profiles, ensuring easy access to important legal documents and facilitating timely follow-ups and reviews.
Document & Contract Management Within Contacts: This feature allows businesses to easily manage documents and contracts directly within contact profiles, facilitating streamlined document organization, access, and collaboration, ultimately enhancing businesses efficiency and productivity.

⭐️ Why Does It Matter To Your Business?

  • Improved organization: Enables businesses to upload, store, and access documents and contracts directly within contact profiles, eliminating the need for separate storage solutions and ensuring all relevant information is centralized.

  • Enhanced accessibility: Provides convenient access to important documents and contracts directly from contact records, reducing the time spent searching for and retrieving relevant information.

  • Simplified collaboration: Facilitates seamless collaboration by allowing businesses to share, update, and track document status within the CRM, fostering efficient communication and collaboration with clients and team members.

⭐️ How To Use Document & Contract Management Within Contacts:

  1. Access the Contacts tab from the left navigation menu. Go to the Smart list and select the required contact.

  2. Click on the Document Management Icon.

  3. Under All tab: View Documents and their status. Also, get the ability to Download, View the source in the editor and copy link in case of send documents

  4. Get all documents in a folder within the Sent tab.

This feature streamlines document organization, enhances accessibility, and simplifies collaboration, empowering businesses to efficiently manage client relationships and business operations within a single platform.

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