2022-1Q: [CRM] Last 5 Sent Electronic Document Log
A new feature has been added to increase the functionality of sending electronic documents. This assists operators that need to send a document to a customer that does not require a signature but a log of the document being sent is required.
To make use of this feature:
1. Go to the customer account
Scroll down to “Generate Electronic Documents” and click => Send document to customer
Check the box indicated below “Send Document Only (No Signature)”
Select the document you wish to send
Fig 1: Generate link - send document to customer
2. The Electronic Document that was sent will be recorded under the “Last 5 Sent Documents Log”.
This log shows all sent documents – those that required a signature and those that did not
Fig 2: Last 5 Sent Documents Log
Published Date: 29-March-2022