Add a document status to indicate a signature was collected on a paper copy of said document
Add a document status to indicate a signature was collected on a paper copy of said document
Merged with other ideas, fixed, or declined.
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Dan Blanc commented
There use to be an option for a "signed" under Documents in the Activity. We used it all the time since we have older clientele that aren't tech savvy.... I hope they fix this ASAP because we're having issues knowing which contract or document they approved.