Manage Documents from a Contact Record

You don't have to leave a contact's profile to see what's been sent to them or how it's going. Every document tied to a contact — whether they're the main signer or just cc'd — is available directly on their record.

Where to find it

Open the contact record and look for the document management icon. This gives you a full list of documents connected to that person, regardless of the role they played on each one.

What you can see and do

• The All tab shows every document tied to the contact along with its current status (sent, waiting, completed).
• The Sent tab organizes documents by folder, which is handy once a contact has several agreements on file.
• From here you can download a completed document as a PDF, open it in the editor to see exactly what was sent, or copy the sharable link for a document that's still waiting on a signature.

Why this matters

Instead of searching the main Documents & Contracts dashboard for a specific client's paperwork, you get a single, contact-centered view — useful when you're on a call with a client and need to quickly confirm whether they've signed, or resend a link on the spot.