How to submit a x.doc document to the client?

Overview

This article explains how to submit an X-Doc document to a client. Submitting an X-Doc allows you to share a finalized, client-ready version of the document for review or approval.

Steps to Submit an X-Doc to the Client

• Navigate to the X-Doc dashboard and select the proposal you want to submit to the client.
• Click the Actions button (three dots) and choose Review & Submit from the drop-down menu.

• It will redirect you to Review & Submit **page where you can enter the required details and can send the proposal to client by clicking on the **Sent to Client button.

• Similarly, you can submit your proposal to client from X-Doc editor page, click the Actions button.
• From the drop-down menu, select the Review & Submit option.

Updated on: 02/05/2026