Left-hand sidebar
Upload
- This allows you to upload documents from your computer for this customer
Download X number of documents
- If you click on specific documents, you can choose to download just those documents
Download All
- If no document is checked you can download all documents
Generated Documents
- These are documents Under generates for you
- This would include the signed PDF and electronic signature certificate
Supporting Documents
- These are documents that have been requested on the Template and provided by the customer
- Examples would be a voided check, picture of a driver’s license, and bank statements
Uploaded Documents
- These are documents users upload manually for this customer
PDF Dropdown Menu
- This menu allows you to view any available PDF
3 Ellipses at the top right
- Download