Add the signed document to the files section.
Description- You can view signed files for the Contact, Account, or Deal card under the Files and eSignature section for the Files sent for eSignature
File and Document Management
Information about File and Document Management
Organize Files into Folders in Contact360
Now you can create folders to store all your documents in Contact 360. To view the enhancement:Â Navigate to contact 360 of a contact. Click
Attach note added to Account to policy and contact.
Description: When adding notes, we have the choice of adding a note to mapped contacts, policies, or accounts. The note will be connected to that
Saved files uploaded in notes available under Files
If you save a file in the notes section under the deal card, the file attached will also be available to view under the File
