Viewing the document

Once you have generated a document from a questionnaire, you will be taken to the “View document screen” (see below). If you would like to type any edits in the document text before sending to a counterparty, simply type any textual changes you wish to make before sending. You can send the document by clicking on the “Send document” button. You will then be prompted to type a custom email and send it to the desired recipient who is a party in the document. You can also amend the document at any time by returning to the questionnaire.

Did this answer your question?