If a document has been created within the Current Folder
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(green folder) (or sub-folder of), it means that the document is not yet visible to the Client. If you wish to make this document visible to the Client via their Client Portal, the document must be Published.
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Send Signature Notification
A new The Send Signature Notification option has been added which allows sending documents for signature from the Document Properties menu, on an “ad-hoc” or “on the fly” basis:
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