Cloudy DocGen & Signer Knowledge Base

Download Document

This feature allows you to save a copy of the document directly to your device. You can download the document at various stages: before signing, after signing, or once the document is fully executed by all parties.

Steps to download :

Navigate to the Target Object
Go to the Target Object selected in the Template Information tab and open the desired record.

Generate the Document
Click on Generate Document.

Download the document
To download the document select the document and click on Download.

➢ After clicking on download it will save on the local device.

SEE ALSO :
____👉Document Tracking