Smarter Drafter integrates with NetDocuments. To use the integration to save documents, follow this Help Guide.
Overview
The "Send a Document to NetDocuments" guide explains how to enable and use the NetDocuments integration within Smarter Drafter. This integration allows users to securely store and manage submitted documents in NetDocuments.
Learning Outcomes
By using this guide, you will learn how to:
- Enable the NetDocuments integration in Smarter Drafter.
- Authenticate and connect your NetDocuments account.
- Automatically send a completed form to NetDocuments upon submission.
- Manually send previously submitted documents to NetDocuments from the Submissions list.