DETAILED MANUAL OF CRMS DOCUMENT TO SIGN FUNCTIONALITY

In this section, we can send our documents to our customers without the need for physical delivery. To send a document to a client, it must already be registered in our company's database. This section provides us with access to the following features:

1. A summary table for documents that have already been sent and signed.

2. A summary table for documents that need to be signed.

3. A search bar for easy document retrieval.

4. A "Sign Document" button.

5. A "Sign Document with Attachments" button.

6. Actions such as viewing, deleting, and restoring documents.

Please refer to the screenshot below for a visual representation.

1. SUMMARY TABLE FOR DOCUMENTS TO BE SIGNED ALREADY SENT

Correction: The first table at the top lists all the documents that need to be signed and those that have already been sent. It also provides a summary of the document's content, including:

• The recipient of the document.
• Their contact information.
• Their email address.
• The subject of the document.

This table allows us to not only view a document but also to delete it if necessary. This functionality is made possible through the Action section of the table.

The magnifying glass icon allows you to examine a document in greater detail, while the red trash can icon permits you to delete a document. Please refer to the screenshot for a visual guide.

2. SUMMARY TABLE FOR DOCUMENTS TO BE SIGNED

The second table below provides a visual representation of documents that have already been created. This table offers the same information as the previous one, with the key distinction that the "Action" column allows for document restoration in case of deletion. To restore a deleted document, simply click on the green trash can icon located in the "Action" section. Please refer to the screenshot for guidance.

3. SEARCH BAR

An essential tool, the search bar enables us to conduct focused searches by using information related to a created document. This information can include the recipient's name or a portion of their name, the document's subject, or the recipient's email address. Since we anticipate the growth of this table, a targeted search bar has been implemented for enhanced efficiency.

4. DOCUMENT TO BE SIGNED

This section enables us to send a document for the client's signature. Once the document is created, it is automatically added to the table shown above. Please refer to the screenshot for visual confirmation.

Once the "Document to be signed" button is clicked, a form will be provided for filling in the necessary information to create the document that will be sent. Please refer to the screenshot for visual guidance.

After filling out the form, please save the information to complete the document. Refer to the screenshot for guidance.

5. BUTTON DOCUMENT TO SIGN WITH ATTACHMENT

This feature also enables you to generate a document for sending to a client, with the added capability to attach a file to it. Please refer to the screenshot for more details.