Documents

Questions and answers from our users

Taylor Rief avatar Yuriy Storozhenko avatar
13 articles in this collection
Written by Taylor Rief and Yuriy Storozhenko

Assigning documents from Unsorted

Assign, assign documents, documents, checklist
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Written by Taylor Rief
Updated over a week ago

Approving documents

Approve, documents, approve documents
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Written by Taylor Rief
Updated over a week ago

How to send an email?

Documents, e-mail, email, send email, email template
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Written by Taylor Rief
Updated over a week ago

Email templates

Email templates, sending emails
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Written by Taylor Rief
Updated over a week ago

Changing viewers for PDF documents

Change, documents, preview, viewer
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Written by Taylor Rief
Updated over a week ago

Custom email templates

Custom, e-mail, email, template
Yuriy Storozhenko avatar
Written by Yuriy Storozhenko
Updated over a week ago

How to add multiple documents to one placeholder on the checklist?

Checklist, document, multiple documents, placeholder, upload
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Written by Taylor Rief
Updated over a week ago

How to split and merge documents?

Document, merge, split
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Written by Taylor Rief
Updated over a week ago

How to exempt a document

Checklist, exempt, document
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Written by Taylor Rief
Updated over a week ago

How to unassign a document?

Delete, documents, remove, replace, unassign
Taylor Rief avatar
Written by Taylor Rief
Updated over a week ago

How to delete the unsorted documents?

Delete, delete documents, documents, unsorted
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Written by Taylor Rief
Updated over a week ago

How to submit documents for review?

Documents, review, submit documents for review
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Written by Taylor Rief
Updated over a week ago

Uploading documents

Documents, upload documents
Taylor Rief avatar
Written by Taylor Rief
Updated over a week ago