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How to organise and manage contract archives
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 arch
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 folder
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 > Inbox
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 sharing