Securing the document link with a PIN
To ensure that only the recipient of the quote has access to the document, you can secure the document with one-time pins. Here's a step-by-step guide ...
Thu, 12 Aug, 2021 at 7:57 AM
Upload PDF File and Attach a Signature Block
We can now directly upload a PDF into your Zomentum platform and send it out as a document. In the document module, after selecting “Add Document” we get th...
Tue, 10 May, 2022 at 6:21 AM