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Document Management
All you need to know about the functionalities offered by Nojumi for generating documents, sharing and receiving documents, e-signing documents and storing documents as part of your practice.
Document Generation
Upload Bins
- What are Upload Bins?
- Upload Bin Types
- Upload Bins for Documents not Required to be Signed
- Signing Document Upload Bins
- Setting Access to Upload Bins
- Where to find the Upload Bins
- Creating a New Upload Bin
- Uploading to Upload Bins
- Removing Documents from Upload Bins
- Obtaining Documents through Upload Requests
- Generated Documents in your Upload Bins
- Responsible Party
- Upload Bins Page
- Uploading Documents into an Upload Bin
- Creating a New Upload Bin
- Document Templates
- Requesting Documents
- How to obtain documents from clients and third parties
Nojumi Drive
- What is Nojumi Drive?
- Document Browser Directory
- Directory URL
- Document Browser Folders
- Document Browser Default Folder Structures
- How to Add a New Folder
- How to Delete a Folder
- How to Add a New Document
- Document Browser Files
- How to Add a New Sheet
- How to Delete a File
- Firm Documents
- Nojumi Drive Page