• How can I upload contract documents to archive?

  How can I upload contract documents to archive? All your Dealsign negotiated and signed contracts are automatically stored into the Dealsign cloud archive My Archive Inbox. You can also upload and store all existing archives and old contracts into the Dealsign cloud archive. You can upload one or mass import multiple PDF documents to your archive folders, and automatic optical character recognition (OCR) technology indexes uploaded documents into the Dealsign cloud archive. Go to My archFew readers

• My Archive Inbox - How does the automatic archiving works?

  My Archive Inbox - How does the automatic archiving works? All signed documents will be archived to My Archive Inbox automatically after digital signatures have been done and full audit trail is complete. You can upload PFD documents to your archive folders, just click the "Upload PDF" and select one or multiple documents and click open. To access your Inbox, go to My archive Inbox Select document. To move your document from Inbox to your archive folders, go to My archive InboxFew readers

• How can I create archive folders?

  How can I create archive folders? You can create and set new archive folders by selecting "Create new folder" and then defining folder name and sharing settings. Folder is always shared with the workspace group. Go to My archive Select folder Create new folder Folder name Folder sharing. Create new folderFew readers

• Who can access archive folders?

  Who can access archive folders? When creating new folders, folder sharing settings are defined. Folder is always shared with a workspace group. To see which group can access the archive folder, go to My archive Select folder Edit folder Folder sharing. Folder sharingFew readers

• Getting started with Dealsign archive

  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 activFew readers

• How to move a document to another archive folder?

  How to move a document to another archive folder? Go to My Archive, select the folder and select the document you want to move to another archive folder. Click "Edit document info" icon (pen) and open Document Info. Click "Change folder" and select the new archive folder. Click SAVE. Change folderFew readers