Getting started with Dealsign archive
Manage Archives
Here are the main shortcuts for you to manage your contract archives:
Setup archives for your company, go to My archive > Create new folder.
Upload existing archives and old contracts with PDF mass import, go to My archive > Select folder > Upload PDF.
Organise contracts with document tags, go to My archive > Select folder > Select document > Document tags.
Set document alerts and reminders to manage contract lifecycle activities, go to My archive > Select folder > Add document alert.
Manage Archives
Here are the main shortcuts for you to manage your contract archives:
Setup archives for your company, go to My archive > Create new folder.
Upload existing archives and old contracts with PDF mass import, go to My archive > Select folder > Upload PDF.
Organise contracts with document tags, go to My archive > Select folder > Select document > Document tags.
Set document alerts and reminders to manage contract lifecycle activities, go to My archive > Select folder > Add document alert.
Published on: 02 / 02 / 2021