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

Click “Send”

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

Useful link:

2021-4Q: [CRM] Generate link to Electronic Document

Published Date: 29-March-2022

Engineer: AP

Contact Azotel Support:

Need more help? Save time by creating a maintenance ticket to Azotel through your instance or email support@azotel.com.