Document FAQ/KB

Why is a merge tag showing as blank text instead of pulling data?
A merge tag shows as blank when it has no value assigned to it. When you preview or send the document, Zomentum warns you about these empty merge tags so yo...
Wed, 28 Oct, 2026 at 4:31 PM
Can document be approved without e-signature?
Yes, you can send a document without adding a signature block. In this case, the client will see an Approve option instead of a signature field. Once they a...
Wed, 28 Oct, 2026 at 4:45 PM
How do I leave an internal note in the editor that recipients can see?
Yes. In the new editor, you can add an internal comment on any part of a document. Internal comments are visible only to your internal users, so you can use...
Wed, 28 Oct, 2026 at 4:46 PM