Easy Management of Documents and Contracts within Contacts

Effortlessly manage your documents and contracts directly from the Contacts section in Stack. This feature allows you to keep track of all documents associated with a contact, whether they are the primary or secondary recipient.

What You Can Do

• View Documents: Access all documents related to a contact, including those that have been sent or completed.
• Download PDFs: Save a copy of any document to your device for offline access.
• View Source: Open documents in the editor to see their original format and content.
• Copy Links: Easily share sent documents by copying their links.

How to Use Document Management

1. Navigate to a Contact:

   • Start by selecting the contact whose documents you wish to manage.

2. Access the Document Management Section:

   • Click on the Document Management icon within the contact’s profile.

3. Explore the ‘All’ Tab:

   • Here, you can view all documents and their current status.
   • Options available include downloading the document, viewing its source, and copying the link for sent documents.

4. Check the ‘Sent’ Tab:

   • Find all documents organized neatly in a folder, specifically for those that have been sent.

By following these steps, you can efficiently manage and access all necessary documents and contracts linked to your contacts in Stack.