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2017-11-14
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Still learning and having a few problems, but probably user-error related. Would undoubtably help if I had slowed down enough to watch the video, but just had to get this done.
2022-01-14
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I love this app as a small business and the hard situation that we are living with this pandemic, make my job much easier..
2021-01-13
Add Tags to Transfer Agreement Feature
The Add Tags to Transfer Agreement feature enhances your document management experience. By allowing you to categorize and label your agreements, this tool streamlines your workflow and improves organization. You can easily locate and identify agreements of interest, making it simpler to track and manage your documents.
Key Features
Create and assign custom tags to transfer agreements.
Search agreements by tags for quick access.
Organize conversations and collaboration based on tagged agreements.
Bulk tag multiple agreements for efficiency.
Track agreement status easily with visual tag indicators.
Potential Use Cases and Benefits
Organize agreements by project, client, or date for easier retrieval.
Facilitate team collaboration through shared tagging strategies.
Enhance reporting by filtering agreements based on tag categories.
Streamline compliance by tagging agreements according to regulatory requirements.
Improve customer service by quickly finding related documents.
By implementing the Add Tags to Transfer Agreement feature, you address common challenges such as document clutter and inefficient searches. This tool empowers you to manage your agreements effectively, saving you time and reducing frustration. As a result, you can focus on more important tasks and enhance productivity in your organization.
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