Manage Documents and Contracts on Contact Records
Open a contact, click the Document Management icon, and see every document tied to that contact, primary or secondary recipient. Download, view source, or copy share links.
Sparkforge attaches documents and contracts directly to the contact record so you don't dig through a separate folder to find what was sent or signed.
What shows up
- Documents where the contact is the primary recipient.
- Documents where the contact is a secondary recipient.
- Both Sent and Completed documents.
How to view documents on a contact
- Open the contact.
- Click the Document Management icon.
- Use the All tab to see every document with its current status.
- From a document row you can Download the PDF, view source in the editor, or copy the share link (sent documents only).
The Sent tab groups everything you've sent in one folder for that contact.
Frequently Asked Questions
Where do I find documents on a contact?
Open the contact and click the Document Management icon. Every document linked to the contact, sent or completed, is listed there.
Can I see documents where the contact was a secondary recipient?
Yes. The contact record shows documents regardless of whether they were the primary or secondary recipient.
Can I copy the document link from the contact view?
Yes, on sent documents. Use the copy link action on the document row.
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