In Finalize you can upload additional files to live alongside a specific agreement. This feature provides your team a cohesive platform for all documents related to a specific agreement.
In Finalize, your team can upload additional files to live alongside a specific agreement. This feature streamlines the process of getting an agreement finalized by allowing customers to upload files that supplement/support the agreement and add context.
When viewing an agreement in Finalize, select the paperclip icon in the upper right corner. Then choose the file relevant to your agreement. You’ll be able to add multiple files of any file type.
This feature provides your team a single cohesive platform for all documents related to a specific agreement. This can help provide context and speed up the approval process.
To learn more information about adding related files in Finalize, watch this short feature video.