# Easy Management of Documents and Contracts within Contacts

> Documents and Contracts will now be available in the document management section under Contacts This will list documents associated with the contact…

- Source: https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/easy-management-of-documents-and-contracts-within-contacts
- Section: Documents & Contracts / Documents and Contracts
- Reading time: 1 min
- Images: 4, each explained below
- Modified on Wed, 29 May, 2024 at 10:25 AM

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-   Documents and Contracts will now be available in the document management section under Contacts
-   This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
-   Sent and Completed documents will be listed here.
-   Users will be able to download the PDF, view source of documents, copy link in case of sent documents

How to Use?

-   Go to a Contact

![Screenshot 2024-04-03 at 15](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026788666/original/Glbip9r2-GXvEfCKs2ZO24kRHOAxsoPkVg.jpeg)

**Screenshot 2024-04-03 at 15**

This screenshot appears in "Easy Management of Documents and Contracts within Contacts". The text alongside this image reads: Documents and Contracts will now be available in the document management section under Contacts This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient Sent and Completed documents will be listed here. Users will be…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Click on the Document Management Icon.
- What to copy: Documents and Contracts will now be available in the document management section under Contacts This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient Sent and Completed documents will be listed here. Users will be able to download the PDF, view source of documents, copy link in case of sent documents
- Fields: Get all documents in a folder within Sent Tab
- Next: Click on the Document Management Icon

Full procedure:

1. Documents and Contracts will now be available in the document management section under Contacts
2. This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
3. Sent and Completed documents will be listed here.
4. Users will be able to download the PDF, view source of documents, copy link in case of sent documents

-   Click on the Document Management Icon

![Screenshot 2024-04-03 at 15](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026788665/original/mYbirHDqNSCfcGVgZJjkj2QXi_Y5G_J2kw.jpeg)

**Screenshot 2024-04-03 at 15**

This screenshot appears in "Easy Management of Documents and Contracts within Contacts". The text alongside this image reads: Click on the Document Management Icon. For context, this section explains: Documents and Contracts will now be available in the document management section under Contacts This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient Sent and Completed documents will be listed here. Users will be…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Under All tab: View Documents and their status. Also, get the ability to Download, View the source in the editor and copy link in case of send documents.
- What to click: Click on the Document Management Icon
- Fields: Get all documents in a folder within Sent Tab
- Next: Under All tab: View Documents and their status. Also, get the ability to Download, View the source in the editor and copy link in case of send documents

Full procedure:

1. Documents and Contracts will now be available in the document management section under Contacts
2. This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
3. Sent and Completed documents will be listed here.
4. Users will be able to download the PDF, view source of documents, copy link in case of sent documents

-   Under All tab: View Documents and their status. Also, get the ability to Download, View the source in the editor and copy link in case of send documents

![Screenshot 2024-04-03 at 15](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026788667/original/jPEupaOx9i1yept2KUJONvycibwbLOvXjg.jpeg)

**Screenshot 2024-04-03 at 15**

This screenshot appears in "Easy Management of Documents and Contracts within Contacts". The text alongside this image reads: Under All tab: View Documents and their status. Also, get the ability to Download, View the source in the editor and copy link in case of send documents. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Get all documents in a folder within Sent Tab.
- What to copy: Under All tab: View Documents and their status. Also, get the ability to Download, View the source in the editor and copy link in case of send documents
- Fields: Get all documents in a folder within Sent Tab
- Next: Get all documents in a folder within Sent Tab

Full procedure:

1. Documents and Contracts will now be available in the document management section under Contacts
2. This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
3. Sent and Completed documents will be listed here.
4. Users will be able to download the PDF, view source of documents, copy link in case of sent documents

-   Get all documents in a folder within Sent Tab

![Screenshot 2024-04-03 at 16](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155026788668/original/hiZgw51SJc7M_NvRmmfYwSkFe9ISjdH-nQ.jpeg)

**Screenshot 2024-04-03 at 16**

This screenshot appears in "Easy Management of Documents and Contracts within Contacts". The text alongside this image reads: Get all documents in a folder within Sent Tab. This part of the guide covers 1 field, listed below.
- What this covers: Get all documents in a folder within Sent Tab
- Fields: Get all documents in a folder within Sent Tab

Full procedure:

1. Documents and Contracts will now be available in the document management section under Contacts
2. This will list documents associated with the contact irrespective of the criteria that the contact was a primary or a secondary recipient
3. Sent and Completed documents will be listed here.
4. Users will be able to download the PDF, view source of documents, copy link in case of sent documents

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com