How to submit a x.doc document to the client?
In order to submit a document to the client, from the 'Actions' menu, click on the "Review & Submit" option. You will also find this option from the x.doc dashboard page as well.
From here you can edit and customise the email by changing the subject, body, adding emails to CC or BCC. After that, click on the "Send to Client" button. The client will receive the email from your name and will have the link to the document. Using that link, he can view, sign and accept the document.
From here you can edit and customise the email by changing the subject, body, adding emails to CC or BCC. After that, click on the "Send to Client" button. The client will receive the email from your name and will have the link to the document. Using that link, he can view, sign and accept the document.
Updated on: 01/22/2024
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