When you create a new document and template folder, you can assign an access group to them. This will allow the users in that group access to any templates or documents placed into those folders. Whenever a document is sent for … Read More
document
Void a document
If you, by mistake, send the wrong document, are missing something or didn’t fill out the fields correctly, you may want to void a document. When you cancel (or void) a document you’ve sent, it will immediately become incompletable, unviewable … Read More