Owner Contracts
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      View and Manage your Owner Contracts within the Contacts

      On May 31, 2024 documents, templates, and sending services through DocuSign will no longer be accessible to Vintory Partners.  Any contracts you wish to save for your records will need to be downloaded and removed out of the DocuSign system.

       


      Updated: April 3, 2024

      • Documents and Contracts can now be accessed in the document management section located under Contacts.
      • This feature allows users to access documents associated with a contact, regardless of whether the contact was a primary or secondary recipient.
      • All documents that have been sent and completed will be displayed in this section.
      • Users will have the option to download the PDF, view the document source, and copy the link for sent documents.

        Here's how to User:
      • Go to Contact Page and Click on the Contact

      • Click on the Document Management Icon

      • Under All tab: View Documents and their status. Also, get the ability to Download, View the source in the editor and copy link in case of send documents

      • Get all documents in a folder within Sent Tab



      Why This Feature?
      • Users can now effortlessly handle documents and contracts associated with a specific contact.