Articles on: X-DOC

How to download the X-DOC document that has been accepted and signed by a Client?

Overview


Once a client has reviewed, accepted, and signed an X-DOC document, you can download the final signed version for your records or sharing.


Steps to Download a Signed X-DOC Document


  • Navigate 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 ( ⋮ ).



  • You can also download the Proposal from inside the Proposal Editor. Select the proposal you want to download from the X-DOC dashboard page under the 'Accepted' section.



Updated on: 11/09/2026

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