View, approve and sign documents
Maria Vargatu avatar
Written by Maria Vargatu
Updated over a week ago

To view, approve and sign documents, follow these instructions:

  • select Documents on the left of the page;

  • select Pending Documents where you can see the list of documents generated through the Dashboard;

  • click on the name of the document you wish to view from the list;

  • to download the document, click on Download on the top right of the page;

  • once reviewed, click Approve & Send on the top left of the page and the document will be sent to the relevant recipients;

  • if the document needs to be signed, click Sign on the top left of the page and you will be led to the signing page.

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