At the top of the “View document” screen you will see the following functions (from left to right):
Function | Explanation |
Questionnaire  | Returns the user to the questionnaire, where amendments can be made (and shown in track-changes) |
Download  | Downloads a Docx or PDF of the document |
Create a related document  | Allows the user to create another document, based on a different Template, but will transfer any shared values from the current document into a new document E.g. Taking the values from a Confidentiality Undertaking and copying them into a Term Sheet Template |
Duplicate  | Creates a duplicate of the document |
Toggle notification  | Enables email reminders of any outstanding actions to those that have been added to the document. These are sent automatically every 3 days |
Send document  | Prompts the user to add the email address of the counterparty that the document is sent to |
Accept and sign  | Routes the user through the e-signature process for documents that have e-signing enabled from the Template settings phase. The document will become an execution version once all Representatives click “Proceed to signature” |
All these functions are also accessible from the “My documents” tab in the application.