Document Sharing

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Introduction

Welcome to the Document Sharing feature of Digital Connect Application. This feature is designed to simplify the process of sharing, collaborating on, and managing documents within your application. In this overview, we will explore the key functionalities and benefits of the Document Sharing feature.

Purpose

Document sharing is a feature that allows you to share documents hosted on your machine or predefined documents with the customer, and the customer to you during the session.

• Speedy file-sharing

• Exchange photos, documents, and videos with a single click

• Share links with relevant information as requested by the customer

Key Features

• Share and Store Predefined/Reusable Documents

• Upload and Store Documents

• Real-Time Collaboration

• Secure Sharing

Benefits

• Efficient Collaboration. Streamline collaboration on documents, reducing email exchanges and improving communication.

• Enhanced Productivity. Customers can sign the shared document in one click, accelerating work processes.

• Document Security. Maintain control over document access and protect sensitive information.

Getting Started

To utilize the Document Sharing Feature effectively in Digital Connect, follow these steps:

1. Access Document Sharing: Log in to your account, connect with your customer and navigate to the Document Sharing feature from the left menu of the application.

2. Upload Documents: Start by uploading documents directly in the application. Request customer signature on it if needed.

3. Receive Documents: Customers can share images via live camera capture or from the gallery and/or pdf files from their mobile devices.

4. Share Documents: Share predefined documents from the resources panel from the left menu of the application.

5. Collaborate in Real-Time: Collaborate with customers in real-time on shared documents, providing signatures, asking to accept or reject, and providing feedback.

Conclusion

The Document Sharing Feature in Digital Connect Application empowers users to collaborate on documents, share information securely, and maintain control over their data. Whether you're working on projects, collaborating with colleagues, or sharing documents with clients, our feature simplifies document management and enhances productivity.

For detailed instructions and support, please contact our customer support team. Thank you for choosing Digital Connect for your document sharing needs!

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