Viewing your customer's doc requests

On the customer information page, you can view your docs requests from the “Docs” tab:

This page will allow you to request new docs, as well as view all docs requests you’ve already made for this customer: 

In the doc request dropdown, you’ll see the request information and the system information, including the following:

• Proposal Details: A screenshot of the pricing tab and a list of the selected adders, at the time the docs request was submitted. 

• Proposal Snapshot: A PDF of the proposal, as it was at the time the request was submitted.

Please note that nothing under “System Information” will update automatically if changes are made to the proposal, these fields will remain as they were when the docs request was submitted to match what will be on the documents. 

In the “Signing Status” section, there will be a list of those in the signing order, as well as their role, email, the documents they’re signing, and the signing status. 

At the bottom of the request, you’ll also see the “Docs Signed Packet” and “Completed NEM”. This is where the completed packets will be automatically uploaded once everyone has signed.