| | |
|
|
|
|
Transaction
Summary View: You get a sortable listing of all of your transactions
here. Transactions are just a collection of documents grouped together.
Notice the Categories to the left, which act as folders to store your
transactions in. The category titles are configurable and there can be
an unlimited number of them.
|
| Expanded
Transaction Summary View - Can you can click on the [i] to the right
and get an expanded view of the documents in each transaction. You get
the names of each document, their current status and when they were
last updated. You can also click on the document titles to get more
information about each one.
|
| If
you have the same collection of documents or a contract that you use
over and over, we have the ability to create and store templates for
future use. This saves you from having to store documents on your
computer every time and gives you greater flexibility. Here you can
select people from your address book for pre-defined roles, decide how
many of each document you will need and even update or remove already
attached documents.
|
|
| | |
| | |
|
|
|
|
With
the paidversion you can add unlimited people, each with their own role
and permissions for every document. This will allow you to include your
attorney or manager in the discussion, if the need arises.
|
| Here you define when each user gets email updates.
|
| This is the Transaction Details page, where you can select multiple documents and perform actions on all of them at once.
Notice that documents can be tagged for deletion at a later date.
|
|
| | |
| | |
|
|
|
|
This is the Document Details page where most of the work is performed.
From here you can view every user associated with a particular document and what their role is.
A record of the discussion thread for the document is stored, along with every iteration of the document or contract.
From here, you can also sign contracts, manage and manage all the actions previously discussed.
|
| The paid version also allows you to set notices, in case you want to be reminder email to be sent to you at a certain time.
You can also include anyone associated with the document in your reminder, so everyone stays informed.
|
| Your address book.
You
can sort and filter on any column heading, import or export back and
forth between your favorite contact management software and our system.
There is also a corporate address book for those corporate members who
may have thousands of contacts to keep track of.
The 'History' button allows you to view any interactions
you've had with a contact. Even if the transaction itself is deleted,
you will still be able to see if you've ever had any history with the
user and learn if they signed your contract or not.
|
|
| | |
