New Setting: Display Completed SmartDocs to All Contacts from the Same Company

What’s New?

We’ve introduced a new setting: “Display SmartDocs to all contacts from the same company on the client workspaces.”

• By default, this setting is OFF.

• When enabled by the organization owner, all contacts from the same company can view completed SmartDocs in their shared workspace.

To enable this setting, go to Settings > General Settings/Domain

Example:

Let’s say a completed SmartDoc is assigned to Jane, a client from Company ABC.

With this setting enabled, Jane and other contacts from Company ABC will also be able to view the document in their shared workspace.