Articles on: X-DOC

How to Submit an 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.


  • 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.



Notes: Ensure you have the required permissions to submit documents to clients.




Updated on: 10/31/2026

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