How to download the x.doc document that has been accepted and signed by a client?
Introduction
In x.doc, you can easily download a document that the client has accepted and signed. This feature allows you to keep a local document copy for your records. Here are two ways you can download a signed and accepted document:
Downloading a Signed Document
- From the Dashboard:
- Go to the x.doc dashboard and locate the document you want to download under the 'Accepted' section.
- Click on the 'Download Client PDF' option under the 'Action' option denoted by three dots ( ⋮ ).
- From Inside the Proposal:
- Select the proposal you want to download from the x.doc dashboard page under the 'Accepted' section.
- Once you click on it, it will lead you to the x.doc document preview page, where you can download it by clicking on the 'Download PDF' option on the right.
Updated on: 11/25/2024
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