Effortlessly Reorganize Document Pages with Drag and Drop Functionality

Reorganize Document Pages for a Seamless Workflow

Drag & Drop Page Reorganization

We are excited to introduce the new feature allowing users to effortlessly reorganize document pages within their contracts. This update is designed to enhance your document management process, streamline your workflow, and ultimately save you valuable time.

Features at a Glance:

  • Drag & Drop Functionality: Easily reorder pages within a contract by simply dragging and dropping them into your desired position.
  • Mini Page View: Get a quick snippet view of your pages in the mini panel on the left, providing an intuitive overview of your entire document structure.

Mini Page View

How to Use This Feature

To take advantage of this new enhancement, follow these simple steps:

  1. Navigate to Payments and select Documents & Contracts.
  2. Choose New Document to begin.
  3. In the left navigation bar, access the Pages section.
  4. Drag and drop pages to reorganize them according to your preference.

This user-centric feature aims to reduce the time taken to build and send documents, ensuring you can focus more on growing your business.

Why We Developed This Feature

We developed the page reorganization feature to address the need for a more flexible and efficient document management experience. By implementing drag & drop functionality, we aim to reduce the complexity and time commitment associated with managing multiple document pages. This enhancement is just one of many ways we strive to improve your experience with our platform.

For more information on maximizing your document management and streamlining other aspects of your business, don't miss our onboarding services and solutions tailored to your needs.


In Case You Missed It

Be sure to check out our latest product update on enhancing your blogging with new accessibility features for improved user engagement and reach.

SMBcrm ©2024 | All Rights Reserved
A Leads 365 LLC Company