Paperwork Actions
Once a paperwork has been created, started, or sent, it will appear in the Paperwork tab of the Client Journey.
Where to Find It
The right-most columns of Client Paperwork items.
From this area, you can track the status of each document, monitor completion progress, and perform additional actions. Available actions may vary depending on the document's current status and your permissions within the system.
|
Action |
Description |
|---|---|
| Resend | Send this paperwork again to the recipient (shown if the current status is Sent). |
| Duplicate | Create a copy of this document as a new draft. |
| Revise | Return this document to draft status for editing. (Available only if the template does not require addendums.) |
| Addendum | If the template has Revision requires addendum enabled, completed paperwork can no longer be edited directly. Instead, any updates or corrections are added as timestamped addendums, preserving the original submission while maintaining a complete history of changes. |
| Transfer | Transfer this document to another team member so they can complete their portion of the paperwork. |
| Delete | Delete this paperwork, if it is not needed or was sent in error |